SPINNAKER INVESTMENT GROUP - Key Persons
Job Titles:
- CRPC Vice President of Investments
- Vice President of Investments
Andrew Krongold is the Vice President of Investments at Spinnaker Investment Group, LLC. He holds numerous licenses and designations including Chartered Retirement Planning Counselor. In this role, he assists businesses and individuals with customized investment management, life insurance, pension plans and executive compensation solutions. Andrew also sits on the firm's investment committee to help continually stay updated on industry changes. Andrew has previously worked for Signature Resources Capital Management and Bank of America. He also holds a Bachelor of Arts in Economics from the University of California, San Diego. Andrew is very involved in the community of Orange County where he is a member of the Business Advisory Board for the Child Abuse Prevention Center, mentor with Big Brothers Big Sisters of Orange County, and a Board member for NextGen division of the Jewish Federation & Family Services of Orange County.
Anika Wilson is a Financial Advisor at Spinnaker Investment Group, LLC. In this role, she provides personalized financial plans and investment management to individuals, families and businesses. She is very involved with the community of Orange County, and currently sits on the board of directors for Community Legal Aid SoCal, Project Youth Orange County Bar Foundation, and the CHOC Glass Slipper Guild. Anika holds a Bachelor of Science in Business Administration from Pepperdine University where she graduated with Scholar Athlete Honors. While in college, she played on Pepperdine's division 1 beach volleyball team making two NCAA Championship Tournament appearances. As a division 1 beach volleyball player, she focused on hard work, accountability, communication, trust, and integrity to help her team reach their goals. She is passionate about bringing this same approach and discipline to help clients at Spinnaker achieve their financial goals.
Anthony Puma is a Financial Advisor at Spinnaker Investment Group, LLC. In this role he works with individuals and small businesses to provide customized investment management, retirement planning, and executive compensation strategies. Anthony brings over 18 years of experience in the Financial Services Industry, most recently for 8 years with Signature Resources Capital Management, LLC. He holds a Bachelors of Science in Business Administration with emphasis in Marketing from California Polytechnic State University of San Luis Obispo. He is actively involved with his community giving back through various roles with multiple non-profit organizations in California, including the Police and Fire: The Fallen Heroes, Wyland Foundation, and Pacific Marine Mammal Center. When he's not meeting with clients or working with his community, Anthony spends time in his art studio creating custom works of art.
Job Titles:
- Financial Advisor
- Financial Advisor at Spinnaker Investment Group, LLC
Eric Frazier is a Financial Advisor at Spinnaker Investment Group, LLC. Frazier previously worked at Warmington Residential, a family-owned home builder that has been building homes in Southern California for almost a century, where he coordinated subdivision projects and worked directly with homeowners. Frazier received his Bachelor of Science degree in Business Administration from Chapman University's Argyros Business School and was active with on-campus clubs and philanthropies while also competing as a triathlete.
Job Titles:
- Director of Wealth Planning
Jackie is the Director of Wealth Planning of Spinnaker Investment Group, LLC and brings over 20 years of experience in the financial services industry. As a CFP® practitioner, she's worked at some of the top financial institutions including Mass Mutual, TIAA, Fidelity Investments and Mercer Global Advisors. Jackie specializes in holistic financial planning, wealth management, protection strategies and multigenerational planning. Her passion for helping women during major life transitions compelled her to attain the Certified Divorce Financial Analyst™ (CDFA) designation, which allows her to act as a financial advocate throughout divorce proceedings and empower women to move forward with having a sound plan and purpose. Jackie earned her Bachelor of Science from the University of Arizona's Eller College of Management.
Morgan Christen - CEO, Chief Investment Officer
Job Titles:
- Chief Executive Officer
- Chief Investment Officer
- CFP, CDFA, MBA, CEO and CIO
Morgan Christen is the Chief Executive Officer and Chief Investment Officer of Spinnaker Investment Group, LLC. In this role, he leads the investment committee in building customized portfolio solutions for high-net worth clients. Mr. Christen brings 26 years of investment management experience. Morgan founded and led Signature Resources Capital Management, LLC in Irvine as the Chief Investment Officer/Portfolio Manager in charge of research and asset allocation. Prior to joining Signature, he served as the President of Charterwest Consulting Inc., a money management firm in Newport Beach. Additionally, he acted as the Vice President of Dolphin Securities Inc., a regional broker dealer and managed the firms' 30 representatives. He holds a Bachelors of Science in Business Finance from the University of Southern California and an MBA from Pepperdine University. In addition, he holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations and served as a board member of the CFA Society of Orange County.
Job Titles:
- Head of Operations
- Head of Operations & Client Service
Nicole Naughton is the Head of Operations and Client Service for the firm. Nicole earned her B.A in Art History at Loyola Marymount University, and she joins our growing firm as former Marketing Specialist of ASICS. Nicole's passions include surfing, hiking, tennis and immersing herself in new cultures via travel.
Riley Hayes is a Financial Advisor at Spinnaker Investment Group where he works with individuals, families, and businesses to provide personalized financial plans and investment management. Riley has over 10 years of experience as a business owner, starting and selling businesses in entertainment technology, digital marketing, and the organic food industry. Riley holds a Bachelors degree in Film Production with an emphasis in directing and producing from Chapman University. At Spinnaker, Riley uses his skills to direct his clients on achieving their financial goals. Outside of work, Riley runs a non-profit that both informs and entertains his local community in Newport Beach.