CoverProfile

Britt Joyce

Financial Advisor, Managing Partner, Co-Chief Investment Officer

Regatta Capital Group

United States, California, Manhattan Beach

About Me

Britt is a Managing Partner, Financial Advisor, Director of Endowments & Foundations, and the CO-Chief Investment Officer. Britt has been managing and analyzing clients’ investments since joining the industry in 2003. After Britt spent many years managing investments for many of the country’s largest institutional clients, he was eager to start providing his services to local business owners, physicians, and private families. He provides comprehensive financial planning and wealth management services. He puts his analytical experience, Columbia MBA, CFP® and CFA training to good use in evaluating investments, constructing portfolios, and doing financial planning for our clients. This

View more

Profile Information

Financial Advisor, Managing Partner, Co-Chief Investment Officer

Regatta Capital Group

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Manhattan Beach

California

United States

Jul 28, 2024

More profiles to browse

Profile Photo
Lisa Margulies
Financial Advisor, Branch Manager & Transformational Coach
EH
Ellen Himmel
Branch Manager & Financial Advisor
Profile Photo
Russell Mohberg
Co-founder, Managing Partner & Co-CIO
Profile Photo
Nick Ozer
Managing Partner, Financial Advisor & Director of Retirement Plans

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation