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Current Employers
Inflection Capital Management, Llc

1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-16
CA RA APPROVED 2026-04-07
NH RA APPROVED 2026-04-07
  • MA RA
    APPROVED
    Since 2026-04-16
  • CA RA
    APPROVED
    Since 2026-04-07
  • NH RA
    APPROVED
    Since 2026-04-07

Branch Locations

40 North Street Unit 2, Hingham, MA 02043 • United States

1 Sansome Street Suite 1400, San Francisco, CA 94104-4436 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Inflection Capital Management, Llc Dba The Oglethorpe Collective Hingham MA 03/2026 Present
Inflection Capital Management, Llc Dba The Oglethorpe Collective Hingham MA 09/2025 03/2026
Focus Partners Wealth Boston MA 04/2019 02/2022
Focus Partners Wealth Boston MA 02/2022 07/2023
Focus Partners Wealth Boston MA 07/2023 09/2025
Citigroup, Inc. Getzville NY 08/2016 01/2018
Citigroup, Inc. Getzville NY 01/2018 12/2018
Unemployed Boston MA 12/2018 04/2019
  • 03/2026 → Present
    Inflection Capital Management, Llc Dba The Oglethorpe Collective
    Hingham, MA
  • 09/2025 → 03/2026
    Inflection Capital Management, Llc Dba The Oglethorpe Collective
    Hingham, MA
  • 04/2019 → 02/2022
    Focus Partners Wealth
    Boston, MA
  • 02/2022 → 07/2023
    Focus Partners Wealth
    Boston, MA
  • 07/2023 → 09/2025
    Focus Partners Wealth
    Boston, MA
  • 08/2016 → 01/2018
    Citigroup, Inc.
    Getzville, NY
  • 01/2018 → 12/2018
    Citigroup, Inc.
    Getzville, NY
  • 12/2018 → 04/2019
    Unemployed
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-03
  • S65 Uniform Investment Adviser Law Examination
    2026-03-03

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