Optima Capital Management
Optima Capital Management is a forward thinking independent, privately-owned wealth management firm offering family office, goals-based planning and investment management services to high-net-worth individuals and families. We are a wealth management firm that provides objective advice based solely on your best interests. Our commitment is to provide transparency, high-touch service, and goal-driven performance. A disciplined process. An independent perspective. A commitment to always putting clients first.
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Verified contacts
5
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- AP
Alex Pehar
401(K) and Wealth Management Advisor · Finance & Accounting
EmailPhone - EE
Evan Edwards
Investment Intern · Finance & Accounting
EmailPhone - CS
Clinton Steinhoff
Partner · General Business & Management
EmailPhone - JE
Jonathan Elliott
Managing Partner · General Business & Management
EmailPhone - TB
Todd Bendell
Managing Partner, Co-founder · General Business & Management
EmailPhone
Showing 5 of 5 verified contacts
Top roles at Optima Capital Management
5 distinct titles indexed · top 5 shown.
- 1401(k) and wealth management advisor
- 1investment intern
- 1managing partner
- 1managing partner, co-founder
- 1partner
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