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 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 lives in Manhattan 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 Manhattan Beach Education 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 (rather slowly) with friends.