Committed to our clients.

 Top talent committed to our principles, goals and clients.

 

Founded in 2006, Coastwise Capital Group is a high-end, award winning independent money management firm, offering investment services and expertise to affluent individuals, families, and institutions. Coastwise offers customized portfolios and a broad range of solutions which are carefully tailored to meet the current and evolving needs of each client.

The advisors at Coastwise have one goal in mind - to help you reach your long-term financial goals. Unlike larger firms, we spend more time with each client to understand their needs and answer any questions along the way.  Our financial advice is designed to keep your mind at ease. Knowing that no two situations are the same; a customized approach allows us to adjust your portfolio at any given time to suit changes in your investment objectives or financial situation.

MEET THE TEAM

Coastwise CEO

Scott G. Kyle

Chief Executive Officer
Chief Investment Officer

Scott serves as CEO/Chief Investment Officer at Coastwise where he is responsible for strategic investment decisions, portfolio management, and client relations. He chairs the Coastwise Investment Committee.

Investing in public and private companies for over 30 years, Scott offers a solid combination of Wall Street analysis, 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. Scott has been using options strategies to hedge equity positions and generate income since the early 1990s, while developing proprietary trading models and techniques. He is a 10-time winner of the Five Star Wealth Manager award.

Scott co-founded The Active Network, Inc. which was one of the original unicorns when it went public at a market capitalization in excess of $1 billion. Scott served as CFO and on the Board of Directors for Active from its founding in 1998 until 2002.

Scott started his finance career on Wall Street as a Financial Analyst at Chemical Bank (now JPMorgan/Chase) where he conducted analysis and due diligence on Fortune 1000 Companies.

Scott is the author of The Power Curve: Smart Investing Using Dividends, Options, and the Magic of Compounding, which was nominated for a San Diego Book award.  Additionally, he is the creator of the Power 100®, an annual stock index. His first novel, Forever Young, came out in 2014.

Scott holds Bachelors’ 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. He is a two-time world and nine-time national champion in sailing, an Academic All-American (Tufts sailing), an Ironman triathlon finisher, and a 3rd degree black belt in Shaolin Kempo. Scott lives with his family in La Jolla, California and has served as a Board Director on over fifteen companies and non-profit organizations.

 

 
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Brad serves as Chief Operations Officer and Financial Advisor at Coastwise. He brings deep experience in the financial markets including in equities, fixed income, mutual funds, and alternative investments. Brad previously worked at CoastEdge Partners, LLC, serving high net worth clients in a multitude of investment strategies. He also worked at Allianz Global Investors, a $500 billion global investment company, analyzing mutual fund performance and supporting the international trade desk in institutional fund services. Brad holds the Series 65 license.
 

Brad Saenz

Chief Operations Officer

Financial Advisor

 

Laurie Itkin

Financial Advisor

Portfolio Manager

Laurie has served as Financial Advisor at Coastwise since 2012.  She holds the Series 65 license and is also certified as a divorce financial analyst (CDFA). Laurie is the author of the Amazon best-seller, Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment. 

In 2017 and 2018, Investopedia named Laurie one of the 100 most influential advisors in the country. She has appeared numerous times as a guest contributor on San Diego television broadcast news programs. In her spare time, Laurie enjoys playing competitive squash and volunteering at the San Diego Financial Literacy Center.


Laurie began her financial career in 1989 when she worked as an options trading assistant for O'Connor & Associates, a former market-maker on the Chicago Board Options Exchange. 


Laurie holds a B.S. in economics with a concentration in finance from the Wharton School of the University of Pennsylvania and serves on the Coastwise Investment Committee.

 

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Patrick Fischer

Financial Advisor

Portfolio Manager

Patrick has been investing in public companies for nearly 20 years and brings a diverse background of experience in portfolio management, trading, research, and client service.  

 

Patrick began his career with Scott at G2 Capital Management (the predecessor to Coastwise Capital Group) in La Jolla in 2002 as an equity research associate. From 2004 to 2008, Patrick co-managed a systematic global macro hedge fund at Mellon Capital Management in San Francisco.  After graduating from business school, he spent the following decade overseas in Singapore and London in commodities trading and business development roles at Nomura, Citi, and Trafigura.  Patrick holds the Series 65 license and is a member of the Coastwise Investment Committee.

 

Patrick earned a BA in mathematics and a BS in computer science engineering from UC San Diego as well as an MBA with a concentration in finance from UC Berkeley.  While in business school, he spent a semester abroad at IESE business school in Barcelona, Spain.  

 

Patrick competed on the varsity swim and triathlon teams for UC San Diego and continues to swim, surf, and compete in triathlons.

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Trystan is the Executive Assistant and Office Administrator at Coastwise Capital Group. He specializes in operations, in house marketing, and web and digital services for Coastwise and its various affiliations.

 

Prior to joining Coastwise in 2019, Trystan graduated from the University of San Diego with a BA in International Relations. He then worked for the Tiger Woods Foundation, specializing in operations and logistics for PGA tour events. He now brings this skill set to Coastwise and its variety of sponsored events including the Coastwise Spelling Prize and Cross The Cross running events.

Trystan Cleaver 

Executive Assistant

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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 [email protected] . To find out what positions are currently available, click here.