HISTORY OF INTEGRITY CAPITAL LLC
The Integrity Capital Group was formed in 2002 while the principals were working at Merrill Lynch in San Francisco. In November of 2004, after carefully evaluating several independent brokerage firms and other major Wall-Street firms, they chose to affiliate with LPL Financial and Integrity Capital LLC was born.

ABOUT LPL FINANCIAL
LPL Financial is the largest of the independent brokerage firms and provides us with a super-structure of relationships with investment companies. We have access to stocks, bonds, mutual funds, hedge funds and other strategic investments from different firms across Wall Street, as well as a broad universe of investment managers from across the country. LPL Financial has a world class trading desk that processes over 5 million trades annually and they provide custodian services for all Integrity Capital client assets.

LPL Financial has been the number one independent broker dealer in the nation for 12 consecutive years* and has over $165 billion in assets under management, more that $1.7 billion in annual revenues and over 1 million private clients. LPL Financial was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established 1968) and Private Ledger (founded 1973.)

BRANDON SIMMONS

Brandon is the founder and managing director of Integrity Capital LLC. He was previously a Vice President at Merrill Lynch, and was part of the inaugural class of MBA Advisors hired by the firm in 1998. He received his MBA at the University of Edinburgh, Scotland with a specialization in Finance and Technology. Prior to graduate school, Mr. Simmons was a manager with Andersen Consulting (now Accenture) in the Communications and Technology industry groups. This experience brings him an analytical background that resonates with Silicon Valley clients.

Mr. Simmons is married and lives in Menlo Park, CA with his wife Victoria. He is an amateur triathlete and has completed the Escape From Alcatraz and Florida Ironman triathlons. He was a backup quarterback at the University of Arkansas, where he graduated Magna Cum Laude in Administrative Management. Mr. Simmons participated in two conference championship seasons at Arkansas and went to the Cotton Bowl both years. For the past two seasons, he has coached quarterbacks and running backs for the Freshmen football team at Miramonte High School in Orinda.

Brandon manages client relationships and sets investment policy for the firm. His analytical models aid in the selection of investment managers and the organization of client portfolios. His extensive experience in trading, hedging and alternative investments is a great asset to the firm. He is also preparing for his CERTIFIED FINANCIAL PLANNER™ credential.

Brandon Simmons is a registered principal with and securities are offered through LPL Financial Member FINRA/SIPC CA Insurance # 0C96818.

ESTHER LEE

Esther started her career in financial services in 2000. She began working with the Integrity Capital Team in 2003 while they were still at Merrill Lynch and came along with the team as they formed Integrity Capital LLC and joined the independent platform. Prior to that she worked at Morgan Stanley & for various other teams at Merrill Lynch. She studied nutrition at University of California at Davis.

Esther performs office administration and client relationship duties for Integrity Capital and is a key asset and point of contact for the firm.

Esther was raised in SF and now resides in Menlo Park. She enjoys baking for friends and playing with her three nephews.

JENNIFER FREITAS

Jennifer joined Integrity Capital from a background in client relations and events. Prior to Integrity Capital she worked with the San Francisco Giants and the Oakland Raiders. She studied English at the University of California, Berkeley and is currently obtaining a Master’s degree from the University of San Francisco. Additionally, she is preparing for her CERTIFIED FINANCIAL PLANNER™ credential.

Jennifer is focused on enhancing all client relationships and bringing a deeper level of service to our clients.  She grew up in Fresno and now resides in San Jose. She enjoys reading, running and spending time with family.

KASRA SAIDI

Kasra studied business marketing at the University of Colorado, Boulder.  He assists with technology issues and maintains our marketing database.  Kasra enjoys San Francisco Giant’s baseball, playing basketball and snowboarding.

KELSEY CURRY

Kelsey studied Finance at Santa Clara University.  She coordinates marketing efforts and writes our quarterly Capital Windows publication.  Kelsey was a member of The Entrepreneurship Program at Santa Clara and enjoys cooking and travel.

JENNIFER GORE

Jennifer studied Economics and Finance at Santa Clara University.  She performs research on our investment managers and assembles reports that are used by our investment committee in manager selection.  Jennifer has volunteered as an English as a second language (ESL) tutor and studied abroad in Buenos Aires, Argentina.

DANIEL AISEN

Daniel studied Mathematical and Computational Science at Stanford University. He coordinates marketing efforts and assists in other important administrative functions. Daniel was a member of the Stanford Rugby team and a member of the Alpha Epsilon Pi Fraternity.

PAUL YUN

Paul studied Public Policy at Stanford University. He performs portfolio analysis and does due diligence on our investment managers. Paul was also a member of the Stanford Rugby team and a member of the Sigma Chi Fraternity.