Running Point Information
Contact top employees from
Running Point
Summary
Running Point is a multifamily office of financial professionals across multiple disciplines. We offer a collaborative and holistic approach, dedicated to the total well-being of our clients and their...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Investment & Asset Management, Alternative Investments, Financial Planning, Tax Preparation & Consulting, Insurance Services, Trusts & Estates, Friendliness, Bookkeeping and Bill Pay, Community, Family Office, Ultra High Net Worth, High Net Worth, Family Businesses
Founded
2019
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Running Point shows a diverse range of experience levels:
13% have been with the company for less than 1 year25% for 1–2 years25% for 3–4 years13% for 5–7 years25% have over 11 years of service at Running PointContact top employees from
Running Point
Franklin Lee
Director of Operations
Brooke Sigler
Tax Partner
Kristi Buckley
Operations Coordinator
Michael Ashley Schulman CFA
Partner, Chief Investment Officer
RUPALI KAYPEE
Accounting Supervisor
Tome Baldocchi
Senior Tax Manager
Irene Aguilar
Business Management Account Executive
Liz deSousa
Senior Client Advisor
Joshua Forrester
Senior Tax Manager
Daniel Israeli
Financial Service Advisor
Daniel Kerr
Senior Financial Advisor
Rupali Kaypee
Accounting Manager
Jim Schlager
Managing Partner
Nam Truong
Chief Creative Officer (CCO)
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FAQ
Running Point operates in the Financial Services industries. More details can be found on the official website: runningpointcapital.com.
The headquarters of Running Point are located in El Segundo, United States.
Running Point currently employs 10-50 people.
