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Partnervest Financial Group, LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Partnervest Financial Group, LLC operates as a registered investment adviser based in Santa Barbara, California. It supports financial advisers who want to start their own practice or join an existing one by offering portfolio management, back-office support, customized technology, business development, and compliance services. The firm emphasizes adviser empowerment and a culture that values diverse perspectives and aims to foster meaningful client relationships. As an SEC registered investment adviser, Partnervest provides an open platform with freedom of investment choice, access to alternative investments for qualified investors, and risk-based models through the STAR Spectrum Program. This structure is designed to help advisers grow their practice while maintaining a fiduciary standard. In October 2020, ChangePath acquired Partnervest Advisory Services.

Find Partnervest Financial Group, LLC employees' phone numbers or email addresses

Partnervest Financial Group, LLC Global Highlights

Location
Employees

North America
55

Minus sign iconPlus sign icon
  • United States Of America
    55

Partnervest Financial Group, LLC's Leadership

  • Stylized image of a person
    B. L.
    Chief Financial Officer
    Mobile Phone
  • Stylized image of a person
    D. Y.
    Chief Investment Officer
    Mobile Phone
  • Stylized image of a person
    M. S.
    President
    Mobile Phone
  • Stylized image of a person
    L. Q.
    Partner
    Mobile Phone
  • Stylized image of a person
    L. S.
    Partner
    Mobile Phone
  • Stylized image of a person
    I. W.
    Director
    Mobile Phone
  • Stylized image of a person
    A. B.
    Senior Financial Advisor
    Mobile Phone
  • Stylized image of a person
    J. B.
    Fc At Pershing
    Mobile Phone

Partnervest Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Partnervest Financial Group, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. L.
    Chief Financial Officer
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    D. Y.
    Chief Investment Officer
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    L. Q.
    Partner
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    L. S.
    Partner
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    M. S.
    President
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    I. W.
    Director
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    A. B.
    Senior Financial Advisor
    Mobile Phone
    Sep 25, 2025
  • Stylized image of a person
    J. B.
    Fc At Pershing
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Partnervest Financial Group, LLC known for?

Minus sign iconPlus sign iconPartnervest Financial Group, LLC was founded in 2001 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-408-247-****
. Explore Partnervest Financial Group, LLC's company overview page for more information.

What is Partnervest Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconPartnervest Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Partnervest Financial Group, LLC email formats with LeadIQ.

How many employees does Partnervest Financial Group, LLC have currently?

Minus sign iconPlus sign iconPartnervest Financial Group, LLC has approximately 23 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Partnervest Financial Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Partnervest Financial Group, LLC's key employees include:

  • Chief Financial Officer: B. L.
  • Chief Investment Officer: D. Y.
  • President: M. S.
  • Partner: L. Q.
  • Partner: L. S.

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