Headquartered in La Jolla, California, and founded by CEO/Chief Investment Officer, Scott Kyle, Coastwise Capital Group is committed to creating customized portfolios that meet our clients' investment needs and objectives. Coastwise manages many account types including:

• Individual accounts
• Retirement accounts
• Trust
• Organizational accounts
• 529 plans

Within each portfolio, Coastwise utilizes a combination of:

• Stocks
• Options
• ETFs
• Mutual Funds
• Bonds

and other securities to meet each client’s unique financial goals.

With the goal of educating existing and prospective clients and giving back to the community, Coastwise has founded The Coastwise Mile^®, the Coastwise Prize^®, and the Power 100^®. Coastwise has also been the recipient of the various awards including:

• 2010 FIVE STAR: Best in Client Satisfaction^SM Wealth Manager
• 2009 Best Financial Advisor - Best of La Jolla Poll conducted by the La Jolla Light
• 2009 Best Financial Advisor - Readers Choice Awards conducted by the La Jolla Village News
  

Scott G. Kyle
Chief Executive Officer
Chief Investment Officer

Mr. Kyle is responsible for strategic investment decisions and portfolio management.

Investing in public and private companies for over 20 years, Mr. Kyle offers a solid combination of Wall Street analyst, public market, private equity, and hedge fund experience, invaluable when it comes to sophisticated and effective money management. During that time he has executed billions of dollars in securities trades/investments. Mr. Kyle has been using options strategies to hedge equity positions and to generate income since the early 1990s, while developing proprietary trading/investing models and techniques.

Mr. Kyle co-founded and was a principal source of early stage investment funding for The Active Network, Inc., named for three consecutive years one of the fastest growing companies in North America by Inc Magazine and for four years one of the fastest growing companies in North America by Deloitte & Touche (Fast 500). Mr. Kyle served as CFO and as Board of Director for Active from its founding in 1998 until 2002. Today, Active has over 3,000 employees worldwide.

In 1997, Mr. Kyle purchased an interest in and became CEO/Publisher of Triathlon Group North America, LLC, the parent company to the world's largest triathlon publication, Triathlete Magazine. Post acquisition, Mr. Kyle led a team for the subsequent year which returned the magazine to profitability. Mr. Kyle served on the company's Board of Directors until November 2003 when he sold his interest.

From 1993 - 1997, Mr. Kyle was the Publisher at Dearborn Trade and the Director of Dearborn's International Division. As Publisher, Mr. Kyle was responsible for managing a group of over 60 people and a budget in excess of five million dollars in sales. Mr. Kyle served on the parent company's Board of Directors from 1996 until the company was sold to the publicly traded Washington Post Company for over thirty-six million dollars in 1998.

From 1989 - 1991, Mr. Kyle was a Financial Analyst at Chemical Bank (now JP Morgan/Chase) where he conducted analysis and due diligence on Fortune 1000 Companies.

Mr. Kyle is the author of The Power Curve: Smart Investing Using Dividends, Options, and the Magic of Compounding. Additionally, he is the creator of the Power 100^®, an annual stock index. 

Mr. Kyle holds Bachelor's degrees in Economics and International Relations from Tufts University (Magna Cum Laude, Phi Beta Kappa), a General Course Degree in International Relations from the London School of Economics and an MBA from Harvard University. Mr. Kyle is a two time world and nine time national champion in sailing, an Ironman triathlon finisher and a 3rd degree black belt in Shaolin Kempo. As part of Coastwise's philanthropic efforts, Mr. Kyle founded the Coastwise Prize^® for Investing Excellence, an annual scholarship prize for high school students. Additionally, he created the Coastwise Mile^®, an annual running event and festival benefiting the San Diego Humane Society and SPCA as well as the Scripps Park Project. Mr. Kyle lives with his family in La Jolla, California and has served as a Board of Director on over fifteen companies and non-profit organizations.

Joclyn Sanford
Director of Business Development
  
Ms. Sanford is responsible for Coastwise's business initiatives and marketing. Ms. Sanford brings years of business experience to the Coastwise Capital Group team in the areas of marketing, advertising, public relations, operations management, and client relations.

From 2000-2004, Ms. Sanford supported the Vice President, 4 Regional Managers, and 34 Account Executives of National Cinema Network, an industry-leading provider of advertising and promotions for over 800 theatres across North America. She coordinated all marketing premiums, researched and adjusted current demographics, created various media rate card binders, wrote monthly marketing newsletters, developed a semi-annual direct mail piece, and managed the production of media kits.

As an Editorial Assistant for the Fashion, Entertainment and Lifestyle Magazine, 944, Ms. Sanford has published articles read by thousands of San Diegan's. In addition, she worked with KGTV Channel 10News writing press releases and producing a weekly segment, The 10News Leadership Award, under their Creative Services/Community Affairs department.

Ms. Sanford holds a Bachelor’s Degree in Communications from the University of California San Diego. She is a registered Investment Advisor Representative licensed to provide investment advice to the individuals with whom she interacts. To fulfill her personal passion for education, kids, and the arts, Ms. Sanford sits on the Gala Committee for The New Children's Museum. She enjoys balancing her work life with extensive gym and outdoor sports activities, relaxing on the beach, and spending time with friends and family.

Stephanie Manley
Financial Analyst/Trader

Ms. Manley is responsible for industry and company analysis and trading.

Ms. Manley serves on the Coastwise team as Financial Analyst/Trader. Graduating Summa Cum Laude and Honors with Distinction from University of California at San Diego, Ms. Manley received her Bachelor's Degree in Economics (2nd in her class) with a minor in Theater Arts. There, she spent one year as a Teaching Assistant for an undergraduate Financial Accounting course and held membership with both the National Society of Collegiate Scholars and the Golden Key International Honor Society. In addition, Ms. Manley spent the summer of 2007 studying International Business in Barcelona, Spain.

From 2005-2008 Ms. Manley was actively involved in V-Day, an international organization and annual theatrical production that helps raise money for female victims of violence. In 2008, she served as the president of the UCSD V-Day campaign and Director/Producer of the production that housed over 1,000 audience members and raised over $15,000 to be donated to local and international beneficiaries.

Ms. Manley is a registered Investment Advisor Representative. In her free time, she enjoys the theater, beach and traveling.

Lauren Doffing
Executive Assistant

Ms. Doffing is responsible for client relations and business operations.

Ms. Doffing serves Coastwise Capital Group as Executive Assistant. She brings years of administrative experience in the service, staffing, and sporting industries where her strengths have been found in business operations and client relations.

Most recently, Ms. Doffing was the Executive Assistant in the Global Human Resources Department at TaylorMade-adidas Golf in Carlsbad, CA. There she was in an extremely visible role as the gateway to the HR department for 500 internal employees and countless external clients, as well as the direct assistant to the Senior Vice President of Global Human Resources. Previously, Ms. Doffing spent two years in the staffing industry where on a daily basis she was responsible for meeting the specific recruiting needs of client companies.

Ms. Doffing holds a Bachelor of Arts Degree in Communication Studies from California State University, Long Beach. During her four years at Long Beach State, Ms. Doffing was an active member of the NCAA division 1-Women’s Soccer team and was the team captain and MVP. Additionally, she was selected to represent Women’s Soccer on the Student Athlete Advisory Committee, which planned and organized various athletic events on campus as well as community service projects. Ms. Doffing is currently enrolled in the Human Resources Management program at UCSD Extension in pursuit of certification within the next two years.

In her free time, Ms. Doffing enjoys being as active as she can by working out at the gym and participating on coed sports teams such as soccer, volleyball and softball. Born and raised in San Diego, she enjoys the beaches, warm weather and spending time with her family and friends.

Susan Healy
Research Associate

Susan attends San Diego State University where she is working on a B.S. in Business Finance. She has contributed to the University as a Business Finance staff writer for SDSU's The Daily Aztec, and holds an Executive position in the Finance and Investment Society. As a San Diego native she enjoys the beach, exercising, and world travels.

Jonathan Fatahi
Research Associate

Jonathan is a student at San Diego State University pursuing a Bachelor of Science degree in Finance. He has made the Dean's List for the last three semesters while undertaking all upper-level business administration/finance courses. In his free time, Jonathan enjoys playing sports as well as volunteering as a youth basketball coach.

Associates
Complementing our key personnel is a carefully selected team of staff associates and third party professionals, charged with supporting the day to day administration of Coastwise Capital's operations.

Future Associates
Coastwise is always on the lookout for top talent. Paid and intern positions open periodically. Interested candidates should send inquiries and resumes to info@coastwisegroup.com. To find out what positions are currently available, click here.