Lindbrook Capital is a boutique wealth management firm providing high-level investment consulting and financial planning services to affluent families, individuals, foundations and endowments. With offices in both California and New York, our team
works across specialties to offer comprehensive and objective advice and a true partnership to each client we serve.
Lindbrook Capital was founded on the belief that each client is unique, and therefore, has distinct investment and planning objectives. With that in mind, our team harnesses our depth and breadth of expertise and specialized resources to deliver independent counsel and customized solutions in order to pursue each client’s goals with intelligence and rigor.
Through this careful and thoughtful approach, Lindbrook Capital strives to exceed the growth and preservation objectives of our clients – so that their wealth reflects their life goals and achieves what matters to them most, now and into the future.
Lindbrook Capital was founded as an employee-owned, SEC-Registered Investment Advisor (RIA) to better meet the needs of our clients and to provide an alternative to the traditional brokerage firms and wirehouses.
As a client-focused firm, Lindbrook Capital makes decisions that always put our clients’ best interests at the forefront – interpreting and presenting information and recommendations in an environment absent of any conflicts of interest.
Accordingly, our firm strictly adheres to these guiding principles:
- Embrace the roles and responsibilities of a fiduciary in all client relationships
We are fiduciaries by design. This means that we have a fundamental and legal obligation to act in the best interests of our clients and to provide investment advice in accordance to our fiduciary responsibility.
- 100% of revenues are fee-based with full disclosure
Our only compensation is from our clients. As a result, our advice to you is 100% objective and free from any conflicts of interest.
- Serve as each client’s advocate
We hold ourselves to the highest of standards, and we meet those standards with a clear focus on our client’s goals and diligent review of our work and recommendations.
- Deliver superior performance in all areas of portfolio design, implementation, and monitoring
We provide investment solutions that satisfy the unique needs of every client. A personally tailored customer experience and superior service is our commitment to each client we serve.
Prior to founding Lindbrook Capital, Tyler spent almost 7 years at Oppenheimer & Co. where he co-formed the Posen/Dritz group and successfully built a team to manage assets for wealthy individuals, foundations and endowments. While at Oppenheimer, Tyler was recognized as a partner on one of “America’s Top 100 Advisor Teams” by Barron’s Magazine. Previously, Tyler served as a consultant at Wilshire Associates advising public, corporate, foundation and endowment clients on investment policy, asset allocation, manager selection and performance measurement. While at Wilshire, Tyler further specialized in hedge fund research and analysis. Tyler received a Bachelor of Science from California Polytechnic State University at San Luis Obispo, is a Chartered Financial Analyst, and a member of the CFA Institute and the Los Angeles Society of Financial Analysts.
Ben co-founded Lindbrook Capital LLC, and is responsible for all investment related activities including asset allocation and investment research and selection. Prior to Lindbrook, Ben spent 15 years at Oppenheimer & Co. where he co-formed the Posen/Dritz group and successfully built a team to manage assets for wealthy individuals, foundations and endowments. Ben started his career in 1993 with Paine Webber, then one of the largest fixed income brokerages on the west coast. Ben has been recognized as a partner on one of “America’s Top 100 Advisor Teams” by Barron’s Magazine, and received a Bachelor of Arts from the University of Minnesota.
Starting his career in 1994, and most recently working for 15 years at UBS Financial Services, Lee brings nearly three decades of investment management experience to his role as a Partner at Lindbrook Capital. Throughout his career, Lee has gained critical insight into investor behavior and market performance, and has built a strong reputation for delivering customized investment solutions for high-net-worth clients. Lee’s expertise has led to his recognition as one the top financial advisors nationwide by multiple financial publications, including Forbes Best-In-State Wealth Advisors List for 2018, 2019, 2020 and 2021. Lee received his bachelor’s degree in finance from the University of Maryland.
Marielle joined Lindbrook Capital as a Partner after spending over a decade as a wealth manager at UBS Financial Services, helping sophisticated clients meet their most meaningful wealth goals. Over that time, Marielle has gained the confidence of her clients through various market conditions by delivering high level advice, trusted perspective, and comprehensive solutions to those she works with. Marielle is a member of the Financial Planning Association and the Institute for Divorce Financial Analysts and a holder of both the CFP® certificate as a CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst™ (CDFA®) designation. Marielle received her bachelor’s degrees in finance from Bentley University. In addition to her practice, Marielle is a passionate educator and speaks regularly on personal finance topics aimed to empower and provide young people with the tools and mindsets needed to build strong financial futures. She has been featured in various publications by Bloomberg, USA Today, On Wall Street and more.
Luke joined Lindbrook in 2015 and is active in all aspects of Lindbrook’s business including research, trading, reporting, and client services. Luke earned a Bachelor of Science from the University of Southern California in Business Administration. He is a Chartered Financial Analyst and a member of the CFA Institute and the Los Angeles Society of Financial Analysts. Prior to joining Lindbrook, Luke worked as a financial analyst in royalties for songwriters and publishers.
Jonathan Drubner, joined Lindbrook Capital in 2022 after serving more than five years at Intersect Capital and more than four years at L&S Advisors. Previously, Jonathan spent 17 years as writer, producer and host for the entertainment, sports and video game industries. He was the host and producer of ESPN Road Trip, as well as the head writer and co-producer of the ESPY Awards. Jonathan’s work on the show earned him an Emmy nomination.
Jonathan is an executive board member of The Guardians of The Los Angeles Jewish Home, The Life Rolls On Foundation and The WithMerci Foundation. He is also a Stoked Mentoring Igniter. He holds a bachelor’s degree from the S.I. Newhouse School of Public Communications at Syracuse University and is a graduate of the Taft School in Watertown, Connecticut. He currently resides in Los Angeles with his wife, son and goldendoodle.