Catalyst Private Wealth
Catalyst Private Wealth is a Bay Area-based wealth manager and advisory firm that guides high net-worth individuals and families through every stage of the wealth cycle, from accumulation and growth to preservation and multi-generational transfer. We provide: • Strategic wealth planning across all life stages • Tax optimization strategies for complex financial situations • Access to exclusive private investment opportunities • Concentrated equity position management • Multi-generational wealth transfer planning.
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Verified contacts
4
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
43
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- MK
Maki Kern
Head of Client Services · Customer/Client Service
EmailPhone - BW
Bryan Wilson
Founding Partner - Lead Advisor · Other
EmailPhone - JD
John Dodd
Chief Investment Officer · Finance & Accounting
EmailPhone - MS
Mitch Sands
Founding Partner - Lead Advisor · Other
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Catalyst Private Wealth
3 distinct titles indexed · top 3 shown.
- 2founding partner - lead advisor
- 1chief investment officer
- 1head of client services
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