The Directors & Associate Directors team at True Capital Management oversees a range of specialized functions, including wealth advising, investment strategy, tax services, and operations. This team ensures cohesive management and strategic direction across all departments to deliver comprehensive business management and investment advisory services to clients.
George Lujan
Associate Director, Wealth Adv...
Jake Bond
Managing Director
Jason Dufloth
Director of Operations
Jon Marc Carrier
Associate Director & Wealth Ad...
Karin Blair
Managing Director, Investment ...
Kenny Sorosky
Managing Director
Michael Costabile
Executive Managing Director & ...
Stephanie Anderson
Associate Director, Tax Servic...
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