Britt Joyce, MBA, CFA, CFP®

Managing Partner, Financial Advisor, Co-CIO & Director of Endowments & Foundations

Britt has been managing and analyzing clients’ investments since he joined the industry in 2003. After Britt spent many years analyzing investments for several of the country’s largest institutional clients, he was eager to return to helping individuals and families face-to-face with their investments and important financial decisions. He loves helping his clients clarify their financial goals before carefully analyzing the best choices to recommend; helping make those goals a reality.

He puts his analytical experience, Columbia MBA and CFA training to good use in analyzing investments crafting portfolios, and doing financial planning for our clients. This background also makes him particularly well qualified to address some of the unique challenges faced by endowments, foundations and the people who oversee these nonprofits.

Britt’s roots run deep in the South Bay having grown up in Manhattan Beach and gone to Mira Costa High School. He was glad to move back several years ago and loves living in Hermosa Beach with his wife and two daughters. He is a board member for Growing Great and he supports other local organizations including the P.S. I Love You Foundation and the Jimmy Miller Memorial Foundation. When he isn’t working or enjoying the South Bay lifestyle with his family, you can find him surfing in Manhattan Beach or running (albeit slowly) with friends.