Irvine – November 10, 2026 -- Trilogy Capital, Inc. has hired Stephen P. Whitman, a Morgan Stanley wealth advisor who managed approximately $225 million in client assets, as Senior Vice President of Wealth Management in its San Diego office.
Whitman brings more than 40 years of advisory experience to San Diego
Whitman has advised affluent families worldwide and focuses on comprehensive, multi-generational financial strategies tailored to each client's circumstances. Trilogy Chief Development Officer Jason Inglis said the firm sought an advisor with Whitman's four decades of experience and client-centric approach.
Whitman said the move gives his clients access to Trilogy's investment management, advanced wealth planning and tax preparation. In his words, the move is "a real positive" for himself and his clients.
San Diego team adds a veteran advisor alongside two existing colleagues
In San Diego, Whitman will work with Windus Fernandez Brinkkord, AIF®, CEPA, a Senior Vice President of Wealth Management who has been with Trilogy since 2003 and specializes in exit strategies for business owners. Gary Sussman, CFP®, Vice President of Wealth Management, and the team's dedicated client support staff complete the group.
Trilogy runs 11 regional offices and more than $6 billion in assets
Trilogy is an advisor-founded, -owned and -led firm with operations in California, Colorado, Arizona and Massachusetts. Founded in 1999 and headquartered in Irvine, it reports more than $6 billion in advisory and brokerage assets across 11 regional offices, with financial advisors active nationwide.
The firm launched Trilogy Capital, an SEC-registered registered investment adviser (RIA), in 2016. Trilogy calls the RIA its primary focus and source of growth. In 2023 it opened the MACK Service Center, named for late co-founder Kevin Mackintosh, to provide centralized client service and support.