Philippe Oertle, CFA

I have over 25 years of wealth management experience, specializing in developing and managing investment portfolios. I focus on building relationships with high net worth individuals, families and their professional advisors. I interact closely with clients to define objectives, assess risk and develop innovative strategies to assist them in reaching their goals.

I was previously a Managing Director at Catalina Capital Group from 2016 to 2026, where I was recognized as a top producer each year. Prior to joining Catalina Capital Group, I held positions as a Private Banker and Investment Counselor in Los Angeles and Geneva, Switzerland.