Philippe Oertle, CFA joined Catalina Capital Group as a Managing Partner in 2016. Philippe brings nearly two decades of wealth management expertise. He specializes in developing and managing investment portfolios, as well as structuring lending and trust & estate solutions. Philippe focuses on building relationships with high net worth individuals, families and their professional advisors. He interacts closely with clients to define objectives, assess risk and develop innovative strategies to assist them in reaching their goals.
Philippe was previously employed as Managing Director at First Foundation Advisors from 2013 to 2016, where he was recognized as a top producer each year. Prior to joining First Foundation, Philippe held positions as a Private Banker and Investment Counselor in Los Angeles and Geneva, Switzerland.
Philippe earned a Bachelor of Science degree Magna Cum Laude in Business Administration with an emphasis in Finance from the University of Southern California, Marshall School of Business. He has also held the designation of Chartered Financial Analyst (CFA®) since 2009, a highly respected and recognized investment management designation. Philippe is an active member of the CFA Los Angeles society and has provided mentorship to new candidates. Philippe is a dedicated member of his community and has served as a volunteer for PCDA, Professional Child Development Associates, a non-profit organization that offers a range of specialized services for children.