Private Ocean Wealth Management

Employees 50 | Firm Type RIA | CEO Greg Friedman | Location San Rafael, Calif. | Primary Custodian Schwab Advisor Services |

Cultivating strong employee connections to Private Ocean Wealth Management and to one another is one of the primary goals of the twice a-year, off-site retreats the firm holds. Retreat activities include 60-second shoutouts, where individuals are assigned to interview someone they don’t know well and give a short speech about one of the person’s accomplishments. Employees talk in small groups about why they like working at the­ firm and also learn how to convey this message to listeners according to their communication style.