Objective Capital Management is an independent boutique investment advisory firm. We work primarily with families and small to middle sized businesses through a fee-based advisory relationship, exclusively. Our mission is to provide objective advice, sound guidance, and best in class execution. OCM was founded when our partners broke away from a major Wall Street investment bank in January of 2011. Their experience demanded that this firm be structured in a manner to create a "harmony of interests" between the firm and our clients. Our clients pay us directly and we do not receive any compensation from anyone or anything other than our clients. This is an important distinction as this aligns our own interests directly with our clients. We are not affiliated with a parent company or global investment bank pressuring us to sell certain products, do multiple trades or allocate our portfolios in any particular asset.
Tristan is a co-founder and Partner at Objective Capital Management. He is responsible for developing and implementing our proprietary trading models as well as managing important client relationships and strategic partnerships. Prior to founding OCM, he worked at Morgan Stanley, Merrill Lynch and Bear Stearns. His focus in institutional sales & trading and private wealth management have anchored his belief in the independent investment advisory model. Tristan studied at Western Reserve Academy in Hudson and Georgetown University in Washington DC. Tristan Captained the Varsity Golf team while at Georgetown and remains an active amateur player. He resides in Pepper Pike with his wife Caroline and their two children, Emma and Clint.
Chris is a co-founder and Partner at Objective Capital Management. He is responsible for developing our global macro-economic outlook as well as developing important client relationships and strategic partnerships. Prior to founding OCM Chris spent his entire career in capital markets, wealth management and private banking at Morgan Stanley, UBS and Merrill Lynch. There he developed his strong belief in the independent investment advisory model. Born and raised in Northeast Ohio, he studied at Walsh Jesuit High School and Ohio University. He is active with Kimberly S. Denholm Charities, which he started upon the passing of his mother in late 2005. He and his wife Christina live in Broadview Heights along with their daughter Stella and son Sam.
Bob is a Managing Director at OCM and is responsible for developing relationships with key clients in the New York area. He spent over 19 years at Bear Stearns & Co. where he was Head of the Government Bond Department and served on the President's Advisory Committee. He was also the Treasurer for the Bond Market Association, an industry trade group. While at Bear Stearns, Bob was the most profitable interest rate trader 9 out of 10 years from 1991-2000 and led the Government Bond Department to its two most profitable years ever. He has been a private investor since May of 2005. Prior to his time on Wall Street, he served four years as an officer in the United States Marine Corps. Bob resides in New York City with his wife Carla and their two children, Ava and Greta.