Dedicated to Investment Excellence

Sophisticated services for entrepreneurs and wealthy families

Our Story

Created By Investors
For Investors

Pacific Point was founded by Jay Winship and Mike Licosati after exploring options to manage their own family wealth and quickly realizing the limitations of traditional wealth management models.

Our Founders have successfully invested billions of dollars for institutional investors, family offices, and wealthy clients who are keenly focused on investment performance, risk management, transparency, and access to unique proprietary investment ideas. Our performance-based model provides better alignment with our clients and contrasts with most wealth advisors who are primarily asset allocators.

We are also unique because we manage proprietary investment funds and invest our own capital side-by-side with our clients. This allows us to better serve our clients and provide access to proprietary investment opportunities typically reserved only for family offices and large institutional investors.

Client Focused

Invest Side-By-Side In
Pacific Point's Best Ideas.

Performance Driven

Proprietary strategies for growth, risk management, and market volatility.

Cutting-Edge Research

Institutional Quality Research, Market Insights And Analysis To Keep You Informed.

Meet The Founders

Jay Winship, CFA, CPA

FOUNDER & MANAGING PARTNER

Jay Winship, CFA, CPA

FOUNDER & MANAGING PARTNER

Michael Licosati

FOUNDER & MANAGING PARTNER

Michael Licosati

FOUNDER & MANAGING PARTNER

Jay Sitlani, CFA, CPA

CHIEF FINANCIAL OFFICER

Jay Sitlani, CFA, CPA

CHIEF FINANCIAL OFFICER
Jay Winship, CFA, CPA and Managing Partner at Pacific Point Advisors

Jay Winship, CFA, CPA

FOUNDER & MANAGING PARTNER

Michael Licosati Managing Partner at Pacific Point Advisors

Michael Licosati

FOUNDER & MANAGING PARTNER

Jay Sitlani, CFA, CPA and Chief Financial Officer at Pacific Point Advisors

Jay Sitlani, CFA, CPA

CHIEF FINANCIAL
OFFICER

INVESTMENT PHILOSOPY

What Makes Us Different

CORE VALUES

“Well done is better than well said.”

Client Focused

We act in our client’s best interests.

Clear, Concise & Accessible

With us, you’re in the driver’s seat.

Performance Driven

We set a high bar and work to exceed it every day.

Accountable

People trust us to deliver, and we never forget that.

Team Oriented

We work as a team, within the firm and with our clients

Innovative & Adaptive

As technology and digital capabilities advance, so will we.

Interested in
Meeting Our Team?

Talk with our experienced team of investment professionals to begin crafting your personalized plan.