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.
Tyler Dritz, CFA
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.
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 Schurig, CFP®, CDFA
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 Crofts, CFA
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, CFP®
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.
Gary has lead Jess S. Morgan & Company, Inc.’s investment division since 1992 and has over 30 years of investment management experience. He is responsible for providing securities analysis and management of client’s portfolios in the areas of equities, fixed income and private equity. Gary began his career in Tucson working in portfolio management and securities analysis for a Tucson based investment banking firm after graduating from the University of Arizona in 1985 with degrees in Finance and Real Estate.
Martha has been with Lindbrook Captial since it was formed in 2011. As a Senior Associate, Martha is responsible for all aspects of client servicing and provides ongoing administrative and operational services to our clients. Prior to Lindbrook, Martha worked at Oppenheimer & Co. for 12 years with Ben Posen & Tyler Dritz. Bringing over two decades of experience to the team, Martha has built strong relationships with our clients over the years and is committed to working closely with our clients to ensure their operational needs are met. Martha earned a Bachelor of Arts from University of Wisconsin, Madison.
Aimee joined Lindbrook Capital in 2021 as a Senior Client Associate. Bringing a high level of organization to the team and extensive knowledge of client service, Aimee is responsible for managing administrative and operational activities including client communication, banking and cash management needs, wire and fund transfers, trading and tax support, as well as new client onboarding. Prior to joining Lindbrook, Aimee worked alongside Lee Samson and Marielle Schurig as a Senior Client Service Associate for 15 years at UBS Financial Services. Aimee has built strong relationships with our clients over the years and recognizes that exceptional client communication and proactive outreach are essential to our practice and our client’s success.
Griffen joined Lindbrook Capital as an Associate in 2022 to help service the team with a focus on internal operations. Previously, she spent over three years as Lead Operations Associate of Wealth Management at Wedbush Securities. During this time, she provided individualized care and top-tier service to over 400 advisors and high-net-worth clients. Griffen’s experience includes account management, trading, reporting, and portfolio and risk management. She also has years of experience working closely with clients, helping them reach their financial goals by understanding and anticipating their specific needs. Griffen received her bachelor’s degree in Economics and her associate’s degree in Social and Behavioral Sciences from the University of California, Santa Barbara. She strives to supply clients with personalized care, trusted guidance, and unique solutions to support their changing needs.