Brandon, a Wealth Management Associate at SeaBridge Investment Advisors, is responsible for operations, compliance, and client service. With previous experience at Blue Ocean Wealth Solutions, Brandon brings industry knowledge to the team. He holds a B.A. in Business Administration from Drew University and holds a CFP® certification.
Kevin, a Portfolio Manager at SeaBridge Investment Advisors, conducts portfolio management activities and provides analytical research support. He has held prior roles at J.W. Childs Asia Equities and TVC Management. Kevin holds degrees from the University of Hong Kong and the University of Surrey, and is a CFA® charterholder.
Howard, a Managing Director at SeaBridge Investment Advisors, oversees portfolio management for several strategies and is a member of the firm’s Investment Committee. He began his financial career at Bank of America and later served as a Portfolio Manager at Philippe Investment Management. Howard holds degrees from the University of Pennsylvania and Cornell University and is a CFA® charterholder.
David, a member of SeaBridge’s Investment Advisory Committee, contributes to the firm’s investment strategy discussions, drawing on decades of industry experience. Previously a Managing Director at SeaBridge, he also held senior roles at The Prudential Insurance Company of America. David holds a bachelor's degree in English from St. Peter’s College and an MBA in Finance from New York University.
Matt, a Managing Director at SeaBridge Investment Advisors, leads client relations, business development, and trading activities. He has experience from his roles at Raymond James and Whitewood Investments Corporation. Matt holds a bachelor’s degree in finance and economics from the University of Georgia, an MBA from Georgia Tech’s Scheller College of Business, and is a CFA® charterholder.
Nicole, a Managing Director at SeaBridge Investment Advisors, serves as the firm’s Chief Operating Officer and Chief Compliance Officer. She oversees business operations, technology, and compliance for the firm. Nicole holds a bachelor’s degree in Psychology from Drew University and an MBA in Finance from New York University.
Chris is the Senior Managing Director at SeaBridge Investment Advisors, focusing on client service, portfolio management, and business development. He is a founding member of SeaBridge and a CFA® charterholder. Chris holds a bachelor’s degree in Economics from Duke University and an MBA from Harvard Business School.
Garnett, Chairman Emeritus of SeaBridge Investment Advisors, provides consultation on all aspects of the business and is a member of SeaBridge’s Investment Committee. With a significant stake in the firm's success, Garnett brings a wealth of experience from his roles at Prudential Insurance Company and Irwin Management Company. He holds degrees from Georgia Tech and Harvard Business School and is a CFA® charterholder and Chartered Financial Consultant (ChFC®).
Jay Kolyer, a member of the IAC committee, brings a wealth of experience from his roles at Howard Hughes Medical Institute and Brown University. He assists the SeaBridge team in formulating macro investment views, identifying market dislocations, and finding investment solutions. Jay holds a BA in Mathematical Economics from Colgate University and an MBA in Finance from the Tuck School of Business at Dartmouth.
Adrian, a Managing Director and Chief Financial Officer at SeaBridge Investment Advisors, oversees portfolio management for multiple strategies as well as the firm’s financial operations. With prior experience at Ernst & Young and as a Research Analyst at SeaBridge, Adrian brings a wealth of expertise to the team. He holds degrees from Florida State University and Emory University, and is a CFA® charterholder, CPA, and CFP®.
Paul is President of SeaBridge Private Wealth, a division of SeaBridge Investment Advisors, where he oversees financial and estate planning, investment management, and tax strategies. With over 30 years of experience and leadership roles in the Financial Planning Association, Paul brings deep expertise to the team. He holds the Certified Financial Planner™ (CFP®) designation and attended the University of Kentucky and Columbia University. Paul currently resides in Belleair, Florida.