Choosing your professional financial team is one of the most important decisions in your financial life. While no introduction offers the same insights as meeting in-person and having a real conversation, knowing some of the details about who we are can help you better understand if our team is best suited to provide the education, tools, and professional guidance you need to achieve your financial goals. Here’s a quick snapshot of who we are:
We invite you to read more about Who We Serve, our Services, and how we think—and to learn more about our history and every member of our team below. And when you’re ready to have that all-important in-person introduction, we look forward to meeting you!
Leisure Capital was founded in 2002 when Marr Leisure opened shop with Gideon Bernstein and Ray Robinson. In his blog post, “In the Beginning…“, Marr shares their reasons and thought process around going independent.
Marr takes great pride in the difference Leisure Capital has made in our clients’ lives for nearly two decades. (You can read more about how the firm began in Marr’s blog post here.) His personal commitment to helping our clients—many of whom have become close friends—is reflected in every decision he makes at the firm. In addition to working one-on-one with clients to help them grow and protect their wealth, Marr is responsible for managing and setting the investment policy for Leisure Capital Management clients. His goal: to have the majority of holdings in the right place at the right time—even as what is ‘right’ shifts over time.
Prior to founding Leisure Capital Management, Marr served as Principal of a registered investment advisory firm. Earlier in his career, his work with Trust Services of America and US Trust of California helped him build valuable knowledge in the world of trust and estate planning.
Marr earned a bachelor’s degree in political science and an MBA in finance at USC, and he has been a Chartered Life Underwriter (CLU) since 1985. He has served as President and on the board of directors of the CFA Society of Orange County (CFASOC), as President of the Planned Giving Roundtable of Orange County; and as President of the Orange County Chapter of the American Society of CLU & ChFC and President of the Chancellor’s Club of the University of California, Irvine.
Marr lives in Irvine with his wife, Anne. Their older son, John, is currently a PhD candidate at UCLA. Their younger son, Charlie, is a graduate of Georgetown University in Washington, D.C. and is currently employed at Morgan Stanley in New York.
A Principal and Chief Investment Officer at Leisure Capital Management, Gideon has served as a trusted financial advisor to affluent families in Orange County for decades. In his role as the firm’s Chief Investment Officer, he oversees the extensive research and deep analysis that drives the investment strategies for our clients. A founding partner of the firm, Gideon has been managing fixed income and equity securities portfolios for nearly three decades, including working as an analyst and portfolio manager for a firm with over $1 billion in assets.
While he serves our clients in all areas of wealth management, philanthropy is one of his core philosophies, and his passion is working with non-profit boards, families, and private foundations to help them achieve their philanthropic missions. As part of this mission, he published his first book on charitable giving, Giving: A Handbook to Happiness for the Modern Philanthropist, in 2021. In 2022, Gideon was named a ‘Distinguished Leader’ in Wealth Management by the Orange County Business Journal in recognition of his commitment to helping our clients grow and protect their assets—as well as give their assets away.
Gideon has served as a board member of numerous charitable organizations and as Vice President of Investments and Chairman of the Board for the Jewish Community Foundation of Orange County. He earned his bachelor’s degree in psychology with honors from the University of California at Santa Barbara and holds designations as a Chartered Financial Analyst (CFA) and a Chartered Advisor in Philanthropy (CAP®). He resides in Orange County with his wife, Jeanne, and his children, Jay and Beaue.
A Principal and Portfolio Manager at Leisure Capital Management, Ray oversees the firm’s equity mutual fund research and assists in the analysis of our investment portfolios. One of the founding partners of the firm, he is also responsible for managing account activity and services for our new and existing clients.
Ray earned his bachelor’s degree in finance with an emphasis in securities from California State University, Long Beach. He received the Chartered Financial Analyst (CFA) designation in 2006 and is a member of the CFA Society of Orange County. His experience in portfolio research, portfolio analysis, and account management for high-net-worth individuals and foundations spans nearly three decades.
An athlete at heart and life-long lover of team sports, Ray served as a volunteer, coach, and mentor for junior youth sports for 15 years. He and his wife Andrea, along with their three children, Bryan, Johnathan, and Kathryn, live in Huntington Beach.
John joined Leisure Capital Management in January 2010 and is responsible for our broadening the strength and reach of the firm through marketing and client development.
He came to us with a wealth of experience in financial services, including serving as Senior Vice President and Regional Manager for Frankfurt-based Dresdner Kleinwort Securities, where he focused primarily on corporate finance and leveraged acquisitions. His career there spanned 17 years during which he worked in the firm’s New York and Chicago offices. He also worked as a tax advisor at Integrated Resources, Inc. and in the tax department at Price Waterhouse in New York.
John earned a bachelor’s degree in accounting from Canisius College, a J.D. from the State University of New York at Buffalo School of Law, and a LLM in Taxation from New York University School of Law. He was admitted to the New York State Bar and US Tax Court in 1983.
John resides in Newport Coast with his wife, Stacy. Their son Robert graduated from Georgetown University and is currently working at Morgan Stanley in New York. Their daughter Julia is a medical student at New York University.
A Principal and Senior Investment Officer for Leisure Capital Management, Patrick been working in investment management since 2007. As a member of the firm’s Investment Committee, he is responsible for research across the breadth of the firm’s investment portfolios. He also handles trading and marketing for the firm, and manages numerous client accounts.
Patrick earned a bachelor’s degree in economics with an emphasis in accounting from the University of California, Santa Barbara. He holds the Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Chartered SRI Counselor designations. He is also a member of the CFA Institute, the CFA Society of Orange County, and the CAIA Association.
Patrick lives in Laguna Niguel with his wife Nicole. His hobbies include motorsports, craft beer, and spending time with he and Nicole’s golden retrievers, Molly and Goose.
Often the first smiling face our clients see when they walk in the door is Sandra’s. As our Client Services Manager, Sandra oversees multiple facets of the firm’s operations, including database management, compliance, client services, and reporting.
Following her personal experience navigating her mother’s end-of-life care, Sandra wanted to find a way to help others in similar situations. Toward that goal, she completed the Corgenius Transition Master Class. Her work in this area makes her uniquely qualified to help guide our clients through the grief that comes with life’s most difficult transitions and losses.
Sandra attended St. Petersburg College and Long Beach City College, and she has completed preparation courses for her Series 7 license. Her extensive knowledge in administration and financial services is a great asset to the firm.
Sandra is an active participant in the California Race Series in Seal Beach and the Walk to End Alzheimer’s. She lives in Orange County with her husband Rob. They have a son, Hunter, and a daughter, Robyn. Robyn is currently a student at UC Berkeley. Sandra’s son Robert is the current Chief Financial Officer of Lazy Dog Restaurants.
Christina holds the title of Senior Associate, Client Service at Leisure Capital Management. She joined the firm in 2015, bringing extensive client service experience and financial services knowledge from her work at Charles Schwab & Co. where she worked for 17 years.
She earned her bachelor’s degree in business administration with an emphasis in marketing from Cal State University, Fullerton. Her rich knowledge of financial services and investment management includes having held Series 7 licenses and passing the Series 66 exam—both of which require an in-depth understanding of many aspects of securities and investing.
Christina supports the Susan G Komen OC, Race for the Cure for Breast Cancer Awareness. She lives in Irvine with her husband, Mark, and their two children, Nathan and Jessica. She enjoys traveling with her family in the summertime.
Avery joined the firm as an Analyst in 2019 and was promoted to Advisor in 2022. As a member of our Investment Committee, his responsibilities include the development and implementation of portfolio strategies, supporting research efforts across the firm, and working closely with our Portfolio Managers to ensure portfolios are carefully aligned with client goals.
Prior to joining Leisure Capital, Avery worked as an associate at Mercer Advisors, a wealth management firm with more than $32 billion in assets under management. He earned his bachelor’s degree from the University of Nebraska at Omaha.
Avery has supported the Pacific Life LIFEvest Financial Literacy Program, is a member of the Young Professionals Committee at KidWorks Orange County, and is a mentor for the Earl Woods Scholar Program. He moved to Orange County from his hometown of Omaha, Nebraska in 2018 and now resides in Manhattan Beach with his wife Stephanie and their dog, Toby.
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Barb is the newest member to join the Leisure Capital Management Team. In her current role, she provides administrative and operational support by working collaboratively with the rest of the team to drive results for clients. She has a strong sense of devotion to customer service, is detailed oriented and task driven to help boost efficiency and meet the needs of our clients.
Barb is a native Southern Californian. She worked at Disneyland while attending Cal State Long Beach where she graduated with a BS Degree in Liberal Studies. After 20 plus years commuting to Los Angeles while working for an educational company where she worked in Sales & Marketing and was heavily involved in Custom Solutions, she decided to take her talents closer to home. Barb is excited to be a part of Leisure Capital Management Team, where she can continue to learn, grow her professional skills, and gain experience in the financial field.
Barb lives in Orange County with her husband Adam, two children, Sydnee and Kyle and two rescue dogs. Barb is a volunteer for youth organizations. If she’s not at the soccer field, you can find her at the yoga studio, beach or in the kitchen baking up treats.