Peter co-founded Cypress Partners because of his passion to give people a prudent, cohesive and transparent platform from which to protect and make wealth more efficient. Peter takes great pride in offering a better solution to individuals and families who need a high level of involvement in managing the complexities of wealth. To that end, Peter works closely with clients to coordinate all aspects of their financial affairs by acting as their personal CFO. Peter takes great pride in offering an independent and transparent 401(k) solution to companies, so that plan participants have a better chance of retirement readiness. Peter assumes the Chief Retirement Officer (CRO) role, and manages the entire retirement benefit package on his client’s behalf. This gives participants better odds of success, allows CF and HR managers more time for other projects and mitigates business owner personal liability. Peter focuses on a fiduciary, educational and investment process to give participants retirement confidence and clarity. Peter holds the FINRA (Financial Industry Regulatory Authority) Series 65 license and is a California Registered Investment Advisor representative.
As the co-founder of Cypress Partners, Doug brings extensive experience to the firm. He has been helping successful individuals and families plan for the future for over 25 years. His financial planning expertise provides a solid foundation for his clients’ retirement and estate plans. Among his areas of expertise are asset accumulation, principal growth, capital drawdown and transfer of wealth. Doug is a Certified Financial Planner (CFP), holds the Financial Industry Regulatory (FINRA) Series 65 license and is a California Registered Investment Advisor Representative.
Craig began his career with Cohen Capital Management, an investment management firm focused on working with the super-affluent ($30M and above). He started at CCM in equity research, analyzing companies for their investment portfolios. He was in charge of all trading and analysis of their $100M+ bond portfolio, before moving over to work with clients as a financial advisor.
In 2003 Craig left CCM and founded Winship Wealth Partners. His mission was to create a firm to provide the same type of high level planning and investment management services for families across the San Francisco Bay Area.
Craig is the creator and producer of the BS in Barrons Report, a weekly blog that examines and exposes the myths and illusions in the financial press. He is also the author of the book, Successful Investing for Female CEO’s, published by Charles Pinot. He is a graduate of UC Berkeley and the Branson School.
After graduating from college, Melissa immediately started working in corporate America and spent 10 years in human resources and recruiting. She worked for Smith Barney, Oracle Corporation, PriceWaterhouse Coopers, and CareerGroup, Inc.
In 2001, Melissa joined Craig at Cohen Capital Management and worked in client services and fixed income trading. She is now coming up on her 15th year in the investment industry. While Craig is in charge of the investment side of Winship Wealth, Melissa runs the operations. She directs all education and marketing efforts and ensures that Winship is providing the highest level of client service to those they work with.
Melissa grew up in San Francisco and the Peninsula and graduated with a Bachelors of Arts from the University of Arizona. Melissa previously sat on the board of the Osher Marin JCC and Congregation Beth Ami in Santa Rosa. Craig and Melissa have three children Justin (11), Hanah Rose (9) and Alexa (7) who bring a tremendous amount of purpose and joy to their lives.