A Principal and Chief Investment Officer at Leisure Capital Management, Gideon has served as a trusted financial advisor to affluent families in Orange County for decades. In his role as the firm’s Chief Investment Officer, he oversees the extensive research and deep analysis that drives the investment strategies for our clients. A founding partner of the firm, Gideon has been managing fixed income and equity securities portfolios for nearly three decades, including working as an analyst and portfolio manager for a firm with over $1 billion in assets. While he serves our clients in all areas of wealth management, philanthropy is one of his core philosophies, and his passion is working wit
Gideon Bernstein
Principal, Financial Advisor & Chief Investment Officer
Leisure Capital Management
United States, California, Costa Mesa
About Me
Profile Information
Principal, Financial Advisor & Chief Investment Officer
Leisure Capital Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Costa Mesa
California
United States
Feb 10, 2025
Keylinks
More profiles to browse
Eric Shute
Financial Advisor
Avery Wenck
Advisor at Leisure Capital Management
PM
Patrick Maxwell
Principal & Senior Investment Officer
Raymond Robinson
Principal & Portfolio Manager
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial