(949) 271-6333 [email protected]

Our Team

About Us

At Sprive Capital Management, our goal is to provide the most sophisticated investment solutions and cutting-edge technology to clients to bring transparency and simplicity to the financial complexities that come with wealth.

Based in Newport Beach, our wealth management firm serves clients throughout Orange County, including Irvine and Huntington Beach.

The best financial outcomes occur when innovation meets expertise

Sprive Capital Management was born out of a clientele of elite professional athletes and grew to include the unique needs of successful entrepreneurs and executives. We have selected our team members for their depth of investment experience, education, and credentials, including the Chartered Financial Analyst (CFA) certification.

In working with you, our objective is to help you achieve even greater success by helping you grow and protect the wealth and lifestyle you have created. As an independent investment advisor, we have no proprietary requirements or obligations to banks, broker-dealers, wire houses,  or multinational companies. Our loyalty is to you, our client.

Why Sprive Capital Management

 

Our investment management firm is committed to helping highly successful people throughout the Orange County region feel confident in the career, family, lifestyle, and legacy their success has built. We are:

INDEPENDENT

We are independently owned and operated and serve only our clients.

SOPHISTICATED

Our experienced team constructs custom portfolios comprising traditional investment offerings and alternatives typically inaccessible to individual investors.

FIDUCIARY

As an SEC-registered investment advisor, we have a fiduciary obligation to put your best interests first.

OBJECTIVE

Our investment advisors deliver advice based on rigorous analysis and designed to help you achieve your long-term objectives.

HIGHLY CREDENTIALED

Our team has achieved the mostly highly respected credentials in the investment industry, including the CFA certification.

INNOVATIVE

We use cutting-edge technology to help bring transparency and simplicity to the financial complexities that come with wealth.

Experts

Meet Our Team

 

Jason Prattes, AIF®

Jason Prattes, AIF®

President and Founder

Andy Preikschat, CFA

Andy Preikschat, CFA

Chief Investment Officer

Larry Yu

Larry Yu

Vice President

Ann P. Chen, CFA

Ann P. Chen, CFA

Senior Analyst

Susan Clark

Director of Client Services

Greg Laz

Senior Analyst

Peirong Xiao

Senior Analyst

Who We Help

Entrepreneur

I’m looking to continue to grow and protect the wealth that I’ve built through my business.

Pro Athlete

I want to make sure I am protected and positioned for success after my sports career is over.

Executive

I’m looking to use my wealth to create options and flexibility in my career and lifestyle.

Get Started

Protect your wealth and delegate complex tasks

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