Our Investment Committee.

Made up of members of the True Link leadership team and supported with distinguished outside expertise in investment management, the Committee provides oversight and advice on investment strategies and risk mitigation.

Investment Principles and Committee Members.

George Guererro

George has over 20 years of experience in the financial services industry at top firms like Prudential, Dreyfus, and global Fortune 500 company AXA Equitable, where he launched a unique fund of funds in the Japanese market. A proven leader in the industry, George came to True Link to pursue product innovation that he knew could improve lives.

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George Guererro

George has over 20 years of experience in the financial services industry at top firms like Prudential, Dreyfus, and global Fortune 500 company AXA Equitable, where he launched a unique fund of funds in the Japanese market.

A proven leader in the industry, George came to True Link to pursue product innovation that he knew could improve lives. He now brings his world-class wealth management experience to True Link's trust clients, helping underserved groups like those with special needs trusts find the financial stability they need and deserve. George applies the same rigor he used to manage billions of dollars in allocation models to the fixed-asset-level groups he now supports at True Link.

Nationally recognized for his expertise and innovation in special needs investments, administration, and planning, Peter has fostered lasting relationships with clients for more than 18 years, bringing his creative background to bear on the administrative and legal complexities of trusts.

Peter Wall
Peter J. Wall

Before joining True Link, Peter launched and helped lead the Disability and Elder Trust Solutions division of BOK Financial, one of the country’s largest regional special needs planning and investment practices. After a career at large bank trust companies, Peter wanted to make a more meaningful difference in the lives of his clients.

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Peter Wall
Peter J. Wall

Before joining True Link, Peter launched and helped lead the Disability and Elder Trust Solutions division of BOK Financial, one of the country's largest regional special needs planning and investment practices. After a career at large bank trust companies, Peter wanted to make a more meaningful difference in the lives of his clients.

Peter routinely speaks on a range of topics at conferences across the country, including the National Down Syndrome Congress, the Annual Autism Society National Conference, and Stetson Law’s National Conference on Special Needs Planning and Special Needs Trusts. Topics include structuring portfolios for people with disabilities, estate planning, taxation, and trust administration.

Peter plays an active role in civic and public affairs, currently serving on the Board of Directors for Easter Seals, and other estate planning and charitable organizations. He is a published author, most notably in the Elder Law in Colorado Red Book, Fourth Edition.

George Shehata

George is the Vice President of Investment and Product Management at True Link Financial. He has nearly 20 years of investment and technology experience, most notably, in leadership roles at LendingClub and BlackRock, where he focused on managing technology for retail investments and the distribution of ETFs to retail investors.

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George Shehata

George is the Vice President of Investment and Product Management at True Link Financial. He has nearly 20 years of investment and technology experience, most notably, in leadership roles at LendingClub and BlackRock, where he focused on managing technology for retail investments and the distribution of ETFs to retail investors. George holds an MBA from the University of California, Berkeley’s Haas School of Business.

Investment Committee.

Kai Stinchcombe
Kai Stinchcombe

Kai is CEO and co-founder of True Link Financial, combining his experience building data-driven financial products with his passion for helping underserved communities achieve financial security. His deep relationships in Silicon Valley provide sustaining force and financial momentum for True Link’s ability to provide unique, high-quality services to special needs trusts and their beneficiaries.

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Kai Stinchcombe
Kai Stinchcombe

Kai is CEO and co-founder of True Link Financial, combining his experience building data-driven financial products with his passion for helping underserved communities achieve financial security. His deep relationships in Silicon Valley provide sustaining force and financial momentum for True Link’s ability to provide unique, high-quality services to special needs trusts and their beneficiaries. Kai is also the founder of the Roosevelt Institution, a nonprofit that recently celebrated its tenth year, and won a MacArthur Award for Creative and Effective Institutions.

Claire McDonnell, Co-founder and COO
Claire McDonnell

Claire is the Chief Operating Officer at True Link Financial. Claire’s experience in strategy, operations, and compliance ranges from management consulting for multibillion-dollar organizations to venture capital diligence to financial services operations. A founder of two venture-backed companies, Claire is also a frequent presenter on national panels on topics including customer-centered design…

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Claire McDonnell, Co-founder and COO
Claire McDonnell

Claire is the Chief Operating Officer at True Link Financial. Claire’s experience in strategy, operations, and compliance ranges from management consulting for multibillion-dollar organizations to venture capital diligence to financial services operations. A founder of two venture-backed companies, Claire is also a frequent presenter on national panels on topics including customer-centered design, elder financial protection, and financial services innovation. She holds a BA from Columbia University and was trained in strategy by Bain & Company and financial compliance by the Banker’s Academy. Claire has a history of service dedicated to vulnerable groups through nonprofit work with organizations including Teach For America, the Bill & Melinda Gates Foundation, and the Prison University Project. Additionally, Claire was a Fulbright Scholar and a Fellow at Y Combinator and Innovation Endeavors.

Ciara Burnham

Ciara is a partner with QED investors and a seasoned investor, operator and strategist with more than twenty years of experience in financial services. Most recently, Ms. Burnham was the CEO of Evercore Trust, a nationally chartered trust bank with over $50 billion of assets.

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Ciara Burnham

Ciara is a partner with QED investors and a seasoned investor, operator and strategist with more than twenty years of experience in financial services. Most recently, Ms. Burnham was the CEO of Evercore Trust, a nationally chartered trust bank with over $50 billion of assets. Ms. Burnham advised large corporate clients in the investment banking advisory business and held leadership roles in the investment management segment. Prior to that, she was a Senior Managing Director with Evercore, the global investment bank, where she worked broadly across the firm’s businesses. Ms. Burnham joined Evercore shortly after its inception and played a significant leadership role in the build-out of the firm’s global presence. Previously, Ms. Burnham was an equity research analyst with Sanford C. Bernstein and a consultant with McKinsey. Ms. Burnham received a B.A., cum laude, from Princeton University and an M.B.A., with honors, from Columbia Business School.

Bradley J Frigon, JD, LLM (Tax), CELA, CAP

Practicing law for over 38 years, Mr. Frigon has extensive experience in all aspects of estate planning, estate and probate litigation, special needs planning, guardianship and conservatorship matters, Medicaid, and tax matters. Brad is a nationally recognized expert in special needs planning and tax issues.

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Bradley J Frigon, JD, LLM (Tax), CELA, CAP

Practicing law for over 38 years, Mr. Frigon has extensive experience in all aspects of estate planning, estate and probate litigation, special needs planning, guardianship and conservatorship matters, Medicaid, and tax matters. Brad is a nationally recognized expert in special needs planning and tax issues. He offers consulting services to attorneys and other professionals for special needs trusts, public benefits and tax issues related to personal injury settlements including Medicare set aside, first-party special needs trusts, Medicare claims, Medicaid liens and qualified settlement funds.

Mr. Frigon is licensed to practice law in Colorado, Wyoming and Kansas, is the Past-President of the National Academy of Elder Law Attorneys, appointed member of the Special Needs Alliance, special counsel for the Colorado Fund for People with Disabilities, a Fellow of the American College of Trust and Estate Counsel (ACTEC), a Certified Elder Law Attorney (CELA), a member of the Council of Advanced Practitioners (CAP) and a NAELA Fellow.

He is recognized as a Colorado Super Lawyer and is rated AV Preeminent by Martindale-Hubbell.

Jon Soberg, CFA

Jon, a Certified Financial Analyst, has over 18 years’ experience in consumer finance and was named one of Forbes’ top financial technology investors in 2015. He is a board member or advisor at Addepar, an investment analytics firm, SixUp, and Kreditech. He also lectures at the Wharton Business School.

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John Hopper

John has worked in investment management and financial services for over 25 years in roles such as Director of Retirement Plan Client Services, Chief Investment Officer, and Chief Compliance Officer at major financial institutions, including Fifth Third and BNY Mellon.

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Bryan Bradford

Brad is Chairman of Austin Capital Bank and First Payment Services, with broad responsibility for oversight, strategy, capitalization, compliance, and risk management. He has two decades of experience as a full-time investor, managing the proceeds resulting from the sale of the J.C. Bradford & Co. brokerage house.

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Miles Reidy

Miles has served as CFO of iconic companies such as Capital One Bank, Sears, and Network Solutions – each among the world’s largest companies in its category. He has over three decades of experience in consumer finance and is a board member of the Royal Bank of Canada US, the Heinz School of Public Policy at Carnegie Mellon University, and the Easter Seals of Baltimore/Washington.

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Tom Tinsley

Tom served as one of twenty directors of General Atlantic, a $21 billion private equity fund, where he worked for fifteen years. Before that he spent 20 years at McKinsey and Company as a director. Currently, he serves on the boards of BMC Software and Guidestar USA.

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Disclaimer

Investment advisory services are offered by True Link Financial Advisors, LLC, a registered investment adviser which is affiliated with True Link Financial, Inc. This is not an offer to sell or a solicitation of any offer to buy any securities.

True Link Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.