Manchester Capital Management, LLC began as a private family office that combined the resources of several related families

Family

Investment Management

Manchester Capital Management LLC

Manchester Capital Management LLC's headquarters in Montecito, CA, United States

The Manchester office focuses on investment management and operational oversight, ensuring compliance and financial integrity.

Manchester

The New York office likely focuses on wealth management and financial analysis for diverse investment portfolios.

New York

Corbin R.

Corbin Rich

Jeremy Heidrick

Scott Swenor

Griffin Sivret

Bart Earley

Bart Kraft

Robyn Harrington

Susan Sofronas

Cory Boggs

Read Cronin

Kristi Soares

Lydia L.

Lydia Lombard

Aj Puziol

Isabel Bolanos

Lorry Delille

Kevin Gallagher

Cynthia Rozelle

Phil Kirshman

Morgan Roberts

Brian Vogel

Fred Hinkley

The Leadership Team at Manchester Capital Management LLC is responsible for setting the strategic direction, overseeing high-level operations, and ensuring compliance with regulatory standards. Comprising roles such as the Managing Director, Chief Financial Officer, and Chief Compliance Officer among others, the team coordinates efforts across real estate, investment research, business development, and client engagement to align with the company’s goals and mission.

Leadership Team

The Family Office Team at Manchester Capital Management LLC provides comprehensive financial oversight and management services for high-net-worth families. They handle all aspects of financial planning, accounting, and investment strategy to ensure the preservation and growth of family wealth across generations.

Family Office Team

The Operations Team at Manchester Capital Management LLC ensures the seamless functioning of daily activities and supports the effective management of family office services. Key responsibilities include managing information technology infrastructure, executing administrative tasks, optimizing workflow processes, and maintaining high standards of operational efficiency and client service.

Operations Team

The Investment Team at Manchester Capital Management LLC conducts thorough investment research, manages client portfolios, and analyzes market trends to optimize asset allocation. Led by experienced directors and supported by skilled analysts and associates, the team ensures tailored investment strategies that aim to preserve and grow clients' wealth.

Investment Team

The Wealth Management team at Manchester Capital Management LLC provides personalized financial planning and investment strategies to preserve and grow the assets of high-net-worth families. Leveraging their extensive expertise, they offer comprehensive services including asset allocation, risk management, impact investing, and legacy planning to ensure clients achieve their long-term financial goals.

Wealth Management

The Real Estate Team at Manchester Capital Management LLC focuses on identifying, acquiring, managing, and optimizing real estate investments for the company's clients. Leveraging their expertise, they aim to enhance the value and performance of real estate portfolios, providing tailored strategies to meet client goals and ensuring asset growth.

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Manchester Capital Management LLC

Org chart

Teams

Leadership Team

Family Office Team

Operations Team

Investment Team

Wealth Management

Real Estate Team

Offices

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Manchester Capital Management LLC

Org chart

Teams

Leadership Team

Family Office Team

Operations Team

Investment Team

Wealth Management

Real Estate Team

Offices

Related companies

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