I help you enjoy life by removing your stress about money.
As the Director of Investment Strategy at Pacific Capital, I help others with their investments. Prior to joining Pacific Capital, I worked for Goldman Sachs, Vanguard, and KeatsConnelly as a portfolio manager and financial analyst. I came to Pacific Capital for the opportunity to make a direct positive impact on individuals and families through my financial analysis and investment management experience.
I earned the AIF® designation from the Center for Fiduciary Studies. The AIF® designation certifies I have specialized knowledge of fiduciary standards of care and their application to the investment management process.
Besides managing investment portfolios, I help clients by thoroughly researching the checkpoints in The Financial Life Inspection®. As a former Division I college football player (at BYU), I enjoy all sports, being active and outdoors, spending time with my wife, Jillian and three children.
Tuttle ultimately decided not to invest with Infinity Q. “They were presenting themselves as the smartest guys in the room to take advantageous price differentials on these swaps because they had a better way to value them compared to the banks,” Tuttle said. “That didn’t sit right with me.”5 March 2021