OUR TEAM

HOW WE WORK

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many professionals struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

OUR TEAM APPROACH ADDS PERSPECTIVE TO ALL WE DO AND PROVIDES INCREASED BENEFITS TO OUR CLIENTS.

EXECUTIVE TEAM

Anton is the founder of Up Capital Management and Chairman of the Investment Committee for the firm’s propriety model portfolios. He has over 34 years’ experience as a Registered Representative and Registered Investment Advisor earning his Certified Financial Planners designation in 1985 at Golden Gate University.

Prior to launching Up Capital Management in 2009, Anton was the Senior Vice President of CBIZ Wealth Management where he co-managed over $900 million in assets for individual, corporate, and retirement plan accounts.

Since 2003, Anton has published Managing to Retire, a quarterly investment & economic-focused newsletter and beginning in 2012 The Weekly Update. In 2007, he released the book titled, Exposing the Myths to Achieving Financial Success and in 2022 the book titled, “Physicians Guide to Wealth”.

Anton has been a frequent guest on regional and national media programs including CNBC, Fox Business News, Bloomberg Radio, and KRON TV

Anton is also a private pilot and co-owner of historic warbird T-34A Mentor. Aviation provides excellent reference points to the tasks of preparation, execution, and achieving your mission of financial success.

35

Years of Managing Wealth

200+

Clients

225+

Million Under Management

2500+

401k Plan Participants

“DECISIONS TODAY CHANGE TOMORROWS!”

Known as the “step-child,” Nyle was born on the fourth stair of our family's home in Petaluma, CA. That concept stuck with him as he developed an eye for the alternative/contrarian view on hobbies, life, culture, design, strategy, and ultimately business.

Although he was raised by a CFP and consistently excelled in applied math/writing, Nyle never believed he was destined for finance. His right-brain creative side dominated his lifestyle. It wasn't until after working two years of the gloomy graveyard shift during college that he realized, the life of a starving artist was not for him. He did what any bold creative would do, put on a tie and sold out! joking

Starting with Securities America, he worked his way from pushing papers to recording meeting minutes in boardrooms, from editing pitch-decks to creating them, from recording minutes to leading the investment committee meetings, from indexing leads to changing people's lives, he finally recognized the art in finance is as important as the math and adapted investing as his passion. He then moved to LPL Financial and ultimately joined his father in creating Up Capital Management.

As an all-in or not-at-all kind of guy, Nyle worked his way to become an Investment Advisor and Fiduciary to over 25 corporate retirement plans before age 30. These plans represent over 3,000 participants and ~$90MM in assets.

He couldn't stop there; people needed all the hacks he learned to achieve success at a faster rate. Nyle needed an outlet to connect his inner-creative to his love of investing. It was in that transition of June 2016 when Financial Time Traveler was born. He designed and engineered everything, from the logo all the way down to the music used for the podcast.

With a video and audio podcast and accompanying blog, Financial Time Traveler has accumulated ~30,000+ social media followers and over 150,000 minutes watched on YouTube alone in less than a year.

In 2019, his goal is to merge the worlds of low-cost algorithm allocations with relationship-based investment guidance and education.

Matt Marmorstein has been working for Anton since 2017 in our Roseville office and since August 2022

has been specifically supporting Rachael Peirce with her client service responsibilities. When Rachael

moved to Boston, the arrangement was reversed with Rachael supporting Matt with client services and

now Matt is fully responsible for client services.

Matt is a very resourceful and responsive individual and has already worked with most of Up Capital

Management clients.

Maureen Moore joined Up Capital Management in 2024 as a Client Service Manager. As a seasoned professional as a CPA and talent acquisition manager in public accounting, Maureen made a seamless transition into the wealth management industry. Prior to joining our team, Maureen was a part of Principal Financial Group of Northern California where she partnered with financial advisors to support and grow their practice.

Outside of her work life, Maureen loves spending time with her family. She and her husband Dave have lived in Roseville since 2003 where they have raised their two boys, Riley and Carter, who are now in college. When she is not visiting them, you will find her attending a hot yoga class, shopping at the local Farmer’s Market or chasing around their rescue dog, Tucker.

CONTACT

Office: (916) 520-6420

341 Lincoln Street

Roseville, CA 95678

Anton@upcapitalmgmt.com

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