committed to our
goals and clients.
WHO WE ARE
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:
Within each portfolio, Coastwise utilizes a combination of:
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, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, & 2019 FIVE STAR: Best in Client SatisfactionSM Wealth Manager
2009, 2010, 2011, & 2012 Best Financial Advisor - Best of La Jolla Poll conducted by the La Jolla Light
2010, 2011, & 2012 Best Financial Advisor - Readers Choice Awards conducted by the La Jolla Village News
Scott G. Kyle
Chief Executive Officer
Chief Investment Officer
MEET THE TEAM
Mr. Scott Kyle is responsible for strategic investment decisions and portfolio management. He chairs the Coastwise Investment Committee.
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 publicly traded The Active Network, Inc., (ACTV), 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.
Mr. Brad Saenz has joined the team as Financial Services Operations Manager. Brad brings a deep experience to Coastwise in the financial markets including 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.
Chief Operations Officer
Ms. Laurie Itkin has been with Coastwise since 2012. She is licensed as a Series 65 investment advisor representative and is also certified as a divorce financial analyst (CDFA). She 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 Ms. Itkin 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.
Ms. Itkin 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.
Ms. Itkin holds a B.S. in economics with a concentration in finance from the Wharton School of the University of Pennsylvania.
Mr. Fischer 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.
Mr. Fischer began his career with Mr. Kyle at G2 Capital Management (the predecessor to Coastwise Capital Group) in La Jolla in 2002 as an equity research associate. From 2004 to 2008, Mr. Fischer co-managed a systematic global macro hedge fund at Mellon Capital Management in San Francisco. After graduating from business school, Mr. Fischer spent the following decade overseas in Singapore and London in commodities trading and business development roles at Nomura, Citi, and Trafigura. As a member of the Coastwise Investment Committee, he is licensed as a Series 65 investment advisor representative and currently preparing for the CFP exam.
Mr. Fischer holds 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.
Mr. Fischer competed on the varsity swim and triathlon teams for UC San Diego and continues to swim, surf, and compete in triathlon.
Mr. Jordan Lawson is an Independent Advisor Representative (IAR) at Coastwise Capital Group. He is the Founder and CEO of Lion Venture Investments, a real estate investment firm where he facilitates realty transactions and investment advice. Jordan’s background in finance began with a Bachelor of Science degree in Accounting from Carson-Newman University, followed by several years of military service where he specialized in logistics for the US Air Force.
After his tenure with the Air Force, Jordan pursued a career in professional sports (both basketball and football) before being admitted into graduate school for a Master’s degree in Strategic Intelligence and Counterterrorism at American Military University. Jordan lives with his family in La Jolla, CA and continues to pursue athletics as well as philanthropic endeavors.
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.
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.