Inflection Capital Management, LLC

Colin Fitzgibbons is a financial advisor with Inflection Capital Management, LLC in San Francisco, holding a Series 65 designation and over six years of industry experience. His prior roles include positions at Focus Partners Wealth and Citigroup, Inc. Inflection Capital Management serves families, family offices, trusts, endowments, and high-net-worth individuals, managing a small number of large accounts. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and ancillary services such as bill-pay, employing a client-specific investment policy statement and a combination of internal oversight and third-party managers.

Samuel Stanton is a financial advisor at Inflection Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Lake Street Advisors, and Eaton Vance Management. Outside of his advisory role, Stanton coaches youth lacrosse through 3STEP Sports, LLC. Inflection Capital Management, LLC is an SEC-registered investment adviser serving family offices, high-net-worth families, endowments, foundations, trusts, and businesses. The firm offers comprehensive asset management and financial planning, implementing diversified strategies across public and private markets with a focus on risk management and third-party manager oversight.

Matthew Blind is a CFA® charterholder with nine years of industry experience. He is currently with Inflection Capital Management, LLC and has previously worked at Fidelity Investments, Tortoise Securities, and Bramalea Partners, where he served on the advisory board. Blind is also CEO of The Oglethorpe Collective, LLC, an affiliated advisory entity. Inflection Capital Management, LLC is an SEC-registered investment adviser managing approximately $188 million for family offices, high-net-worth families, endowments, foundations, trusts, and businesses. The firm conducts comprehensive asset management and financial planning, emphasizing risk management and diversified strategies across public and private markets.

James Machinchick is a CFP® professional with 15 years of industry experience, currently serving as Chief Planning Officer at The Oglethorpe Collective, LLC, a DBA of Inflection Capital Management, LLC. His prior experience includes roles at Lake Street Advisors and Fidelity Investments. Inflection Capital Management, LLC is an SEC-registered investment adviser managing approximately $188 million in discretionary assets for family offices, high-net-worth families, endowments, foundations, trusts, and businesses. The firm offers comprehensive asset management and financial planning, focusing on creating investment policy statements and implementing diversified strategies across public and private markets with an emphasis on risk management and ongoing review.

Hunter Steadley is a CFP®, CFA®, and holds a Series 66 license with 12 years of industry experience. He currently serves as Managing Director at The Oglethorpe Collective (TOC-23) and is affiliated with Inflection Capital Management, LLC. His prior roles include positions at Lake Street Advisors Group, Johnson Financial Group, Personal Capital Advisors Corporation, and New York Life. Inflection Capital Management, LLC is an SEC-registered investment adviser managing approximately $188 million for family offices, high-net-worth families, endowments, foundations, trusts, and businesses. The firm offers comprehensive asset management and financial planning, focusing on diversified strategies across public and private markets with an emphasis on risk management and manager due diligence.

Justin Kunz is a financial advisor at Inflection Capital Management, LLC with 20 years of industry experience. He previously worked at BlackRock and Fidelity Investments, holding roles in investment management. Kunz serves as a board member of the Olympic Club Foundation, where he participates on committees for grant recommendations, and acts as a senior advisor for a family-run land management business. Inflection Capital Management is an SEC-registered investment adviser that manages approximately $188 million for family offices, high-net-worth families, endowments, foundations, trusts, and businesses. The firm provides comprehensive asset management and financial planning, focusing on diversified strategies across public and private markets with an emphasis on risk management and ongoing portfolio oversight.

Philip Ierardi Jr. is a financial advisor at Inflection Capital Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services, Inc. for 25 years. He is also the Chief Operating Officer of The Oglethorpe Collective, LLC, an affiliated entity of Inflection Capital Management. Inflection Capital Management, founded in 2024, manages approximately $188 million for family offices, high-net-worth families, endowments, foundations, trusts, and businesses. The firm provides comprehensive asset management and financial planning services, focusing on detailed client assessments and diversified investment strategies across public and private markets with an emphasis on risk management.