About Us
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
Wealth Management
Jim McBride
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
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.
Brett Daniel
Brett Daniel is our newest team member and we are pleased to add his skill set to our organization. Brett majored in Business at Sonoma State University with an emphasis in Accounting. After graduation he passed the CPA exam but chose not to pursue a career in public accounting. Rather, he accepted a position with George Lucas’ Industrial Light and Magic. Working at Skywalker Ranch, he was head of Accounts Payable. Brett followed his passion for teaching and earned his credential at Dominican College. He will be working with us on a project-by-project basis for now and will join us full time in the near future.
In Memoriam
Robert Ginis, CFA
For many years Rob Ginis provided financial planning for our clients and was our “bond guru”. Rob was the founder of GP Analytics and a valuable, trusted partner of our firm. Rob worked in the investment field for over 25 years. Experience taught him that individual investors don’t always get the best advice and he was passionate about bringing optimal solutions to each of our clients. For twelve years Rob was a consultant to pension plans and asset management firms developing and managing investment strategies, building asset allocation models and leading product development. Prior to his consulting work, 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.
Go Blue
Client Communications Team
Alan Filippi
Alan Filippi. Alan is the owner of ADFvideobayarea. In addition to his video production business, Alan has been our partner for all our video projects for many years. Alan shoots and edits our Monthly Market Update video and has for five years now. Alan also does the setup and shoots for our live television appearances. For our client communications service, Alan heads up our LinkedIn marketing program.
Jesse Lehmann
Jesse Lehmann is the owner of SonomaComputerRepair. He has, for many years, supported all our firm’s computer requests and needs. Jesse is also a talented marketing executive and heads up our client communications direct marketing program which focuses on Certified Financial Planners that are also independent Registered Investment Advisors.
Chris Bollini
Chris Bollini is a talented videographer and currently works for the San Francisco Bay Area ABC affiliate KGO TV. Like Alan, Chris can both shoot and edit our monthly client videos. For our client communication service, Chris is responsible for personalizing all of our CFP/RIA client’s monthly videos with their name and logo throughout each update.
