Mitch Sands

FoundING PARTNER – LEAD Advisor

mitch@catalystprivatewealth.com

Mitch is a Founding Partner and a Lead Advisor at Catalyst Private Wealth. As an advisor, he collaborates with the Catalyst team to deliver comprehensive planning & investment management to clients. He holds the Series 7, 63, and 65 and is licensed to provide investment advisory services.

Mitch was born and raised in Southern California where he graduated from Corona del Mar High School.  After high school, he earned Bachelor’s Degrees in both Finance and Business and graduated Cum Laude from the University of San Diego. He also earned Dean’s List First Honors while playing four years of Division 1-AA football for USD and most importantly, met his beautiful wife, Anne!   

Before starting Catalyst, Mitch worked as a Senior Wealth Advisor at ClearPath Capital Partners.  He’s very active in his community, serving on the Board of the Northern California Branch of Best Buddies, an international non-profit dedicated to ending the isolation of people with intellectual and developmental disabilities (IDD).  He’s also an active investor and advisor to a few early stage tech startups in the Ed-tech, Sports Tech, and Augmented Reality Space.

He spends most of his free time traveling with Anne and friends, with their trips typically being centered around boating, fishing or golfing!  

Bryan Wilson

FoundING PARTNER – LEAD Advisor

bryan@catalystprivatewealth.com

Bryan is a Founding Partner and a Lead Advisor at Catalyst Private Wealth. Working as an advisor, Bryan collaborates with the Catalyst team to deliver comprehensive planning & investment management to clients. He holds the Series 7, Series 63 & Series 65 and is licensed to provide investment advisory services.

Before starting Catalyst Private Wealth, Bryan worked as a Senior Wealth Advisor at ClearPath Capital Partners. Other professional experiences include working for Boston Private, E3 Healthcare, Sonus, and Borel Bank. In addition, Bryan is an investor and advisor to a number of early stage tech startups. He obtained his undergraduate degree from the Lundquist College of Business at the University of Oregon where he was a Dean’s List scholar.

Born and raised in San Mateo, Bryan attended Saint Francis High School. He and his fiancé Laura currently live in the Marina District of San Francisco with their french bulldog Drake. In his spare time, Bryan can be found on the golf course, binge watching the most recent Netflix documentary, and supporting all Bay Area local sports teams... except the Raiders.

John Dodd, CFA

FoundING PARTNER – Chief Investment Officer

john@catalystprivatewealth.com

John serves as the Chief Investment Officer overseeing Catalyst Private Wealth’s investment process. He chairs the Catalyst Private Wealth Investment Team, which manages a diverse set of global portfolios. Previously, John was the Director of Research at ClearPath Capital Partners as well as an Analyst at Franklin Templeton Investments.

He graduated cum laude from the University of California, Davis (B.S., Managerial Economics), is a CFA® charterholder, and holds his Series 65 securities registration.

In his spare time, John is a winemaker focusing on making wines from the Santa Cruz mountains and is also active in a local Church with his wife Jen.  On the weekends, he enjoys hiking and having any excuse he can find to go to the coast.

Jordan is a Wealth Advisor Associate at Catalyst Private Wealth. She supports and collaborates with the Catalyst team to deliver comprehensive planning & investment management to clients. She holds the Series 7 and 66 and is licensed to provide investment advisory services.

Jordan was born and raised in Austin, Texas. After high school, she earned Bachelor’s Degrees in both Economics and Advertising and graduated Magna Cum Laude from the University of Georgia. During her time at the University of Georgia, she worked as an academic tutor for the University’s student athletes, facilitating course material understanding through her strong problem-solving and communication abilities.

Before starting at Catalyst, Jordan worked as a Senior Associate at Dimensional Fund Advisors. As a sports enthusiast, she spends most of her free time cheering on the Georgia Bulldogs and serving as the commissioner of her fantasy football league.  

Brendan Connaughton

FoundING PARTNER - Managing PARTNER

brendan@catalystprivatewealth.com

For over 25 years Brendan has been a leader in the wealth and investment management industry. As a strategist, researcher, author, speaker, and business owner he has developed and implemented investment and wealth planning strategies that have helped thousands of investors, individuals, charitable organizations, and corporations.

As the Managing Director, he leads the Catalyst team as they build innovative and customized wealth management solutions and strategies for clients. Brendan’s years of industry experience, success as an investor, entrepreneurial passion and strong work ethic make him a valuable resource for our unique client set.

Prior to founding Catalyst Private Wealth, Brendan held sr. level positions of Chief Investment Officer, Sr. Investment Strategist, Sr. Portfolio Manager, Securities Analyst and Bond Trader at some of the world’s leading firms including Blackrock, HSBC Private Bank, Deutsche Bank Private Wealth and Wells Fargo.

Brendan holds a bachelor’s degree from Benedictine College and is licensed as an Investment Advisory Representative (he holds the Series 65 securities registration), Chartered Economist and Chartered Portfolio Manager.

He is a frequent media resource on wealth management issues having appeared on CNBC and Bloomberg Television. Brendan is a contributor for various media outlets as well including Barron’s, The Wall Street Journal, Dow Jones’s MarketWatch, the San Francisco Chronicle, Marin Independent Journal and Houston Chronicle.

Brendan is originally from St. Louis, Missouri and has never lost his love of the Midwest or his treasured St. Louis Cardinals. Brendan has two wonderful college-age daughters he is immensely proud of and lives in Marin County, CA. Charitability, he gives his time and efforts to Catholic Charities, the St. Vincent DePaul society and the San Francisco Symphony.

Ricki Radanovich

Director of operations

ricki@catalystprivatewealth.com

Ricki Radanovich has always known she was a people person. She discovered early on though that she was also deeply interested in technology and in finance. It is no wonder then that she found her way to Catalyst, a place where she could combine all of her passions, working with tech founders and professionals, helping them achieve their financial goals.

Applying her aptitude for detail, and her ability to communicate and connect with clients, she ensures the details of their financial lives are taken care of so they can focus on what is most important to them.

Ricki graduated from Santa Clara University with a Bachelor of Science degree and a focus in accounting. Her career has included time with TeamCo Advisers, LLC where she gained experience with the financial industry, and with Deloitte where she was instrumental in helping with an IPO for a startup.

She has a solid foundation in project management, which she applies to managing the details and processes of client accounts and an innate ability to communicate numbers into relatable information.

Ricki is a runner who “enjoys” half marathons. Her first was the Golden Gate Half Marathon. She also enjoys music and attends as many concerts as she can on the weekends.

Stacy Sizemore

CHIEF COMPLIANCE OFFICE

stacy@tru-ind.com

Stacy is the Chief Compliance Officer of Catalyst Private Wealth.  As a compliance professional, she collaborates with the Catalyst team to preserve a culture of compliance and advise us of our regulatory responsibilities. She previously held the Series 7, 9, 10, 24 and 79 when she was associated with a broker-dealer and currently maintains her 63, and 66 and is licensed to provide investment advisory services.

Stacy has over 20 years of experience in the financial industry; 12 of which are in the field of compliance. She has worked with broker-dealers, investment advisors, and hybrids of the two at CitiGroup Smith Barney, D.A. Davidson, and M Securities.  Her strong background in compliance, regulatory audits and her passion for organization is a tremendous asset to tru.

As an Oregon native born and raised in Portland, Oregon, Stacy stayed local and attended Oregon State University where she earned a B.S. in Sociology with an emphasis on Journalism and Marketing.  Stacy, her husband Chris, and teenage daughter, Delanie are true Portlanders.  

Stacy married into an avid basketball family.  Her daughter played competitive ball on a traveling team for six years, her husband coached club ball for over ten years and currently coaches a varsity girls team for a local high school in his spare time and her father-in-law was a high school and club coach for many years. Needless to say, Stacy spends a lot of time watching hoops!