Strategic Alliance: Inflection & TOC-23
The Oglethorpe Collective, LLC (“TOC-23”)
This strategic alliance between Inflection and TOC-23 is the continuation of decades of work together across a cohesive team with complementary strengths covering investment management, estate planning, business transition advisory, and family office services. By combining our expertise, we provide clients with a single, coordinated team that understands the full picture — financial, personal, and generational.
16Years Experience
Chief Executive Officer
Matt Blind, CFA
Bramalea Partners (founder), Fidelity Family Office, TortoiseEcofin, Kraft Foods, US Army
West Point (BS), US Army Ranger School, Sapper School, Airborne School
30Years Experience
Chief Operating Officer
Phil Ierardi
Eton Solutions, Fidelity Family Office
Providence College (BS)
17Years Experience
Chief Planning Officer
Jim Machinchick, CFP, CPWA
Lake Street Advisors, Fidelity Investments
University of New Hampshire (BS)
13Years Experience
Managing Director, Research
Hunter Steadley, CFA, CFP, CAIA
Lake Street Advisors, Johnson Financial Group, Personal Capital, NY Life, Morgan Stanley
Elon University
6Years Experience
Director, Wealth Strategy
Sam Stanton
Lake Street Advisors, Morgan Stanley, Eaton Vance Investment Company
University of New Hampshire (BS)
30Years Experience
Non-executive Chairman
Chris di Bonaventura
Senior Partner Andalusian Credit Partners, EVP Fidelity Family Office Services, EVP Citi Family Office, Morgan Stanley PWM
Yale University (BA), NYU (MBA)
Meet with the Inflection Team.
(415) 450-65561 Sansome Street, Suite 1400, San Francisco, CA 94104