An Update on US / World Affairs, and the New Geopolitical Landscape of the Middle East

The Alan J. Wyner Annual Men’s Event September 10, 2017 @ La Cumbre Golf & Country Club, Santa Barbara

Portola Creek at Cumbre Golf & Country Club, Santa Barbara

Portola Creek was the proud sponsor of the Alan J. Wyner Annual Men’s event in Santa Barbara. On a recent gorgeous Sunday afternoon at La Cumbre Golf & Country Club, we gathered for an informative geopolitical discussion and to recognize Ron Fox’s incredible contributions to the community at-large.

Guest Speaker — Professor Jonathan Adelman
Josef Korbel School of International Studies, University of Denver

Professor Jonathan Adelman

Ann & Michael Towbes Community Leadership Award
Recipient: Ron J. Fox

Carole & Ron Fox

Thank you to the Jewish Federation of Greater Santa Barbara for organizing a fantastic event. We appreciate every opportunity to discuss strengthening our communities and fostering peace in our world.

Pictured (left to right): Michael Rassler, Executive Director — Jewish Federation of Greater Santa Barbara; Laini Melnick, President of the Board of Directors — Jewish Federation of Greater Santa Barbara; Carole Fox, co-founder of PATH; and Ron Fox, co-founder of PATH and recipient of the Ann & Michael Towbes Community Leadership Award.

Contact Us:

San Francisco HQ: 
44 Tehama Street, San Francisco, CA 94105
Santa Barbara: 
1117 State Street, Santa Barbara, CA 93101

Phone: 415–990–9499

- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Generational Wealth Transfer
- Small Business Consulting
- Decision Analysis

Want to see a sample portfolio?

If you would like to complete our ESG questionnaire, we would be happy to illustrate a sample portfolio that is aligned with YOUR personal values.


1. Download our Client Questionnaire.

2. Fill out and Save the file.

3. Email the document to

We are looking forward to your email.

Visit the Portola Creek website at to learn more about the firm’s impact investment management practices and see if your investment portfolio is aligned with issues that matter the most to you.

Additional information about Portola Creek Capital is also available on the SEC’s website at The searchable IARD/CRD number for Portola Creek Capital is 288119.

Media and press inquiries should be directed to: Melanie Graham, Director of Marketing @ Portola Creek: