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Sacramento, CA 95814
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Our Investment Committee

Sacramento Independent Financial Advisor Joseph Eschleman President Wealth management team

Joseph Eschleman, CIMA®

President
(916) 405-9150
jeschleman@towerpointwealth.com

Click here for Joseph’s full biography

Sacramento Wealth Management Nathan Billigmeier Director of Research and Analytics

Nathan P. Billigmeier

Director of Research and Analytics
(916) 405-9170
nbilligmeier@towerpointwealth.com

Click here for Nathan’s full biography

Sacramento Financial Planner Steve Pitchford Director of Tax and Financial Planning

Steve Pitchford, CPA, CFP®

Director of Tax and Portfolio Planning
(916) 405-9166
spitchford@towerpointwealth.com

Click here for Steve’s full biography

Joe Dursi Chief Investment Committee Officer Dynasty

Joseph Dursi

Joseph Dursi is Dynasty’s Chief Investment Officer and is responsible for overseeing Dynasty’s investment platforms, managing relationships with third party due diligence and research partners, working closely with network firms to deliver institutional quality investment solutions to their clients, and continuing to enhance Dynasty’s award winning Outsourced CIO offering. Joe was most recently the Head of Investment Solutions for Deutsche Bank Wealth Management in the Americas, responsible for identifying and creating unique investment solutions for ultra-high-net-worth clients.

Previously, Joe served as the Head of Portfolio Consulting at Barclays Wealth Americas where he and his team were responsible for developing tactical investment solutions through asset allocation modeling and product selection for ultra-high-net-worth individuals, family offices, and endowments/foundations. He joined Barclays in September 2008 as part of the organization’s acquisition of Lehman Brothers’ Private Investment Management business in the Americas.

Joe holds a BBA, Summa Cum Laude, from the University of Notre Dame and an MBA from the Stern School of Business at New York University, where he was a designated Stern Scholar. He lives in Rockville Centre, New York with his wife and their two children and is an avid sports fan.

Sacramento Wealth Management

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.

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