The McBride Group is a fee-only investment advisory firm, with various consulting services. The company also has long history in television and radio and provides video production services to a wide range of companies. Since 2009, our headquarters are in the Marina Office Complex in Petaluma, California.
Marina Office Complex, Petaluma Ca
Jim McBride is a CERTIFIED FINANCIAL PLANNER™ and the founder of The McBride Group, LLC. The firm was established in 2009. Jim worked at Merrill Lynch for eighteen years prior to starting his own firm. Prior to Merrill Lynch, Jim was the western United States Vice President/Sales for Citicorp’s Global Payment Products Division. Before Citicorp, Jim worked for Visa International. He was responsible for US and international sales and implementation of the Visa Security Module, a network data encryption device. The Security Module was critical to the implementation and worldwide expansion of the Visa ATM Newtork.
Lisa Bennett is the Business Manager for The McBride Group. She attended San Francisco State University and earned a BS in Office Systems/Accounting. She is responsible for providing and maintaining the highest level of customer service. She also oversees all administrative functions including billing, accounting, record keeping and reporting. Before joining The McBride Group, Lisa worked for 25 years in the car rental industry. There, she had the opportunity to gain experience in a lot of different areas. From Financial Analyst to Fleet Accounting Manager to Bay Area Reservation Center Manager to Northern California Fleet Manager.
Robert Ginis, CFA
Rob is the founder of GP Analytics and a valuable, trusted partner of our firm. Rob has been working in the investment field for over 25 years. Experience has taught him that individual investors don’t always get the best advice and he is passionate about bringing optimal solutions to each client. For the last twelve years Rob has been a consultant to leading pension plans and asset management firms developing and managing investment strategies, building asset allocation models and leading product development. Previously, Rob was a Senior Investment Strategist with Northern Trust Global Investments, where he was responsible for providing leading edge research on quantitative investment management across both equities and fixed income, spanning index, active and smart beta strategies.
Alyse Jackson is an employee of Regus International and serves as the first point of client for our clients. Alyse graduated from Sonoma State University with a degree in Kinesiology. Her background in accounting and finance (AP/AR/bookkeeping) alongside her passion for guiding and assisting others. She is an invaluable part of our client services.
Claire Peterson is an employee of Regus International and serves as the first point of contact for our clients. Claire graduated from the University of Nevada Reno with degrees in Political Science and International Relations. Her professional background varies in work with local governments, non-profits and now with Regus’s multinational corporation. Her interest and roles have been focused on community living; working with departments in Community Services, Community-based Programs and now in her new role as Community Associate.