Library
mcmllc.comCrawled Oct 24, 2026
Product
5 pages- Direct Deal Capabilities/stories/direct-deal-capabilities
Owning equity in private companies can be exceptionally rewarding
- Family Office Services/family-office-services
- Impact Investing at Manchester Capital Management/impact-investing-at-manchester-capital-management
- Investment Management/investment-management
Blog
6 pages- Educating the Next Generation - Budgeting/educating-the-next-generation-budgeting
“As soon as a child is old enough to start asking for items they see in stores, that child is probably old enough for an allowance—a golden opportunity to introduce financial concepts.”
- How Technology Plays a Role With Wealth Planning/how-technology-plays-a-role-with-wealth-planning
The company states that effective planning requires organized information, which it believes digital solutions provide.
- Spotting Fraud/spotting-fraud
- Stop Watching the News/stop-watching-the-news
Press
6 pages- For Immediate Release - Manchester Capital Management Llc Is Pleased to Announce Appointment of Susan W. Sofronas as Managing Director, Head of West Coast Activities/manchester-capital-management-llc-is-pleased-to-announce-the-appointment-of-susan-w-sofronas-as-managing-director-head-of-the-west-coast-activities
[MONTECITO, CA, January 10, 2024] — Manchester Capital Management LLC, a leading private family wealth office in the United States, is delighted to announce the appointment of Susan W. Sofronas as a Partner working out of the firm’s Montecito, CA office. Susan will add strategic leadership to Manchester Capital’s capabilities and reinforce its unwavering dedication to providing outstanding, bespoke wealth management solutions. Susan has an outstanding record of advising some of the most sophisti
- Jeff Hall Named CEO of Top 10 Ria Firm/jeff-hall-named-ceo-of-top-10-ria-firm-manchester-capital-management
Jeff Hall will be assuming Manchester Capital Management’s CEO position from Founder, Ted Cronin,
- Sustainable and Impact Investing Leader Phil Kirshman Joins Manchester Capital Management/sustainable-and-impact-investing-leader-phil-kirshman-joins-manchester-capital-management
for immediate release MONTECITO CA, NOV. 3 2021 – Manchester Capital Management is pleased to announce the addition of Phil Kirshman to their Montecito, CA office. Phil will be responsible for leading the Environmental, Social, and Governance impact investing efforts of the firm and supporting clients who want their portfolios to have a measurable social and environmental impact in addition to a positive financial return. With 35 years of financial management experience, Phil is a recognized lea
- Ted Cronin Maintains top 20 ranking on Barron's 2024 "top 100 Independent Financial Advisors" list/ted-cronin-maintains-top-20-ranking-in-barrons-2024-top-100-independent-financial-advisors
Barron’s recognized Ted Cronin and Manchester Capital on its 2023 Top 100 Independent Financial Advisors list for the 18th consecutive year.
Team
6 pages- Alice Klontz/team/alice-klontz
Operations Associate
- Bart Earley/team/bart-earley
Managing Director, Investment Research, Partner
- Isabel Bolanos/team/isabel-bolanos
Investment Associate
- Our Team/our-team
About
2 pages- About us/about
- Annual Report 2024/annual-report-2024
Manchester Capital’s annual report includes thought leadership, team insights, and photos to reflect its identity and values.
Contact
1 page- Contact Us/contact-us
Homepage
1 page- Homepage/
Manchester Capital tailors its approach to clients’ and their families’ specific needs and goals.
Terms & Conditions
3 pages- Form ADV part 2A/form-adv-part-2a
- Form CRS/form-crs
- Terms & Privacy/terms-privacy
