SAN RAFAEL -- As an award-winning independent wealth management firm based in Marin County, Private Ocean takes pride in having a culture with a combination of highly skilled people who are friendly and down-to-earth.
"First and foremost, the leadership team believes that communication and transparency are essential, and everyone is encouraged to participate and contribute ideas," said Greg Friedman, co-founder and CEO. "We acknowledge the good work people do, and we take time to show our appreciation."
Employees say the company has a great group of talented, motivated and caring people with a great sense of humor. There is a warm, collegial atmosphere where everyone gets along. The work is interesting and provides employees with a chance to make their own opportunities.
"Our company is a best place to work because of our people. They are the heart and soul of the organization," said Susan Dickson, chief operating officer. "We believe in excellence, education and fun."
Employees say Private Ocean is a family-friendly place where people work hard and play hard. There are company-sponsored days at Angel Island, movie days, a day on the bay and an annual family weekend retreat.
The firm sponsors employee participation at nonprofit events such as 10,000 Degrees, Lifehouse and the Center for Domestic Peace, and creates care packages for the homeless.
