Russell Mohberg, MBA, CFP®

Co-founder, Managing Partner & Co-CIO

Russell serves as Regatta Capital Group’s Managing Director and Chief Investment Officer. As the Chair of the firm’s Investment Committee, he listens to clients’ needs and preferences and searches the investible universe – across the risk/reward spectrum and the public/private divide – for the best solutions.

Prior to working in the wealth management industry, Russell was an industrial designer specializing in medical device development. His work in cerebral resuscitation devices led to a position with a venture capital firm in Los Angeles in 1998. During this same time, he completed his MBA in finance at the Graziadio School of Business and Management at Pepperdine University.

Russell starts every day before dawn, walking or running with his loyal dog Dakota. He serves on the Pepperdine Business School Board of Visitors, the Wilmington Re-Development Advisory Committee, and is developing an educational toy to teach children about saving.

Russell has served as the personal CFO for many families over the last 15 years. This gives him a unique perspective as Regatta’s Chief Investment Officer. He often states that “portfolios are not simply numbers on a page and theoretical experiments – these are peoples’ lives that need to be protected and built”. Russell employs a balance of prudence and risk taking, analytics and street smarts.

Russell was born in Chapel Hill, North Carolina, raised in Kalamazoo, Michigan and received his B.S. in industrial design from California State University at Long Beach. After his MBA, he added a professional designation in personal financial planning from UCLA and became a certified financial planner. He and his darling wife Laura, and son Evan, reside in the historic port town of Wilmington, CA.