Towerpoint Wealth’s Investment Committee
At Towerpoint Wealth, our Investment Committee (IC) is a comprised of a team of dedicated and seasoned professionals, each bringing a wealth of expertise and experience in monitoring and managing the financial markets, economic trends, and portfolio management. Led by President Joseph Eschleman, the committee is responsible for conducting rigorous research and analysis to ensure that Towerpoint Wealth’s investment and wealth management philosophy is well-informed and forward thinking.
Meeting informally on a monthly basis, and formally once a quarter, the TPW IC discusses, reviews, evaluates, and regularly debates global economic developments, potential investment and portfolio adjustments, and economic and market risks as we seek to optimize both Towerpoint Wealth’s five main model portfolios, and the customized investment portfolios for each of our individual client relationships. Our IC’s approach is both disciplined and proactive, with a focus on strategic, semi-annual portfolio rebalancing, seeking to preserve and grow our client’s wealth through the development and management of diversified, tailored portfolio strategies.
Towerpoint Wealth’s Investment Committee includes Nathan P. Billigmeier, Director of Research and Analytics, who drives the Committee’s market and economic analysis, and is responsible for Towerpoint Wealth’s portfolio optimization, trading, and rebalancing. Steve Pitchford, CFP®, Director of Tax and Financial Planning, ensures that the Committee’s decision-making keeps tax-efficiency top of mind and integrated into every decision. Megan Miller, CFP®, Associate Wealth Advisor, tailors strategies to individual client needs and objectives, while Kevin Cooper offers an external perspective on various economic, technological, and financial issues and trends.
Together, our Investment Committee regularly collaborates to combine market expertise, tax strategy, personalized advice, and operational precision to deliver comprehensive investment solutions, working to ensure we are doing everything possible to help protect, and grow, our clients’ portfolios and wealth in both favorable and challenging economic and market conditions.
Joseph Eschleman, CIMA®
President
(916) 405-9150
jeschleman@towerpointwealth.com
Joseph Eschleman for Joseph’s full biography.
Email Joseph
Nathan P. Billigmeier
Director of Research and Analytics
(916) 405-9170
nbilligmeier@towerpointwealth.com
Click here for Nathan’s full biography
Email Nathan
Steve Pitchford, CPA, CFP®
Director of Tax and Portfolio Planning
(916) 405-9166
spitchford@towerpointwealth.com
Click here for Steve’s full biography
Email Steve
Megan M. Miller, EA
Associate Wealth Advisor
916-405-8168
mmiller@towerpointwealth.com
Megan Miller for Megan’s full biography.
Email Megan
Kevin Cooper
Kevin Cooper has over 20 years of experience in business valuation and forecasting for Fortune 500 companies Hewlett-Packard and Oracle, as well as several smaller firms, including a privately held boutique investment banking firm. His experience centers on understanding micro and macro business risks and how they impact business cash flow and create market share shifts. He is a graduate of Santa Clara University’s Leavey School of Business (MBA) and is currently an adjunct professor within William Jessup University’s School of Business.
He is a single dad of two great kids and in his spare time works with local charities- such as Shoulder to Shoulder (helping fatherless boys) and the Boy Scouts.
He is excited to be part of Towerpoint’s team and looks forward to supporting their client’s market research needs.
