Running Point Capital Advisors, a multifamily office, recognizes that a family’s financial needs go beyond wealth management to include financial planning, estate and trust planning, tax preparation and consulting, insurance, and more. By integrating these services under one roof, Running Point provides a seamless, personalized approach that ensures every aspect of a family’s financial wellbeing is managed with a cohesive strategy.
Running Point is dedicated to attracting and retaining professionals who possess technical expertise and exemplify core values of integrity, collaboration, and a client-first mindset.
Kerr
Daniel Kerr has been an integral part of Running Point since its inception, serving as a Senior Financial Advisor. Through his dedication, expertise, and commitment to driving growth, he has earned the distinction of Partner. Daniel’s natural aptitude for working with high-net-worth individuals and families enables him to guide clients toward achieving their long-term financial and personal goals. Daniel plays a pivotal role in managing client relationships while also supporting the broader Running Point team.
Sigler
Brooke Sigler, CPA and Tax Partner, joined Running Point last year, bringing two decades of expertise in the finance industry. With a passion for simplifying complex tax issues, she empowers clients to focus on growing their businesses with confidence. Running Point’s integrated approach aligns perfectly with Brooke’s philosophy—providing clients seamless access to comprehensive financial expertise under one roof.
“The addition of Daniel and Brooke to the partner group at Running Point is in perfect alignment with our client-first focus”, says Managing Partner, Jim Schlager. “Our clients are in great hands”.
Disclaimer: Certified Public Accountant (CPA) is the title of qualified public accountants in the US who have passed the Uniform Certified Public Accountant Exam and have met additional state education/experience requirements. Certification is administered by each state. The opinions expressed are those of Running Point Capital Advisors, LLC (Running Point) and are subject to change without notice. This is not investment advice nor is it a recommendation to buy or sell a security. The opinions referenced are as of the publication date, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Past performance is not indicative of future results. Forward-looking statements cannot be guaranteed. Running Point is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Running Point’s investment advisory services and fees can be found in its Form ADV Part 2, which is available upon request. RP-24-182
