Our Team

We Are Your Financial Team

Sattler Capital Management believes that the key to success lies in ongoing communication and constant evaluation of your goals and expectations. We have developed a team approach working closely with your advisors making sure that every piece of your financial life is working together seamlessly. With extensive independent resources, comprehensive wealth management models and investment strategies appropriate to your needs, we can keep you moving forward through every stage of your wealth management game plan.
Troy L. Sattler

Troy received his Bachelor of Science in Business with a major in Accountancy from Miami University in Oxford, Ohio. He received his initial professional experience with his family’s owned firm in Ohio and later held positions at Ernst & Young, and Deloitte & Touche in Chicago. Troy relocated to Los Angeles as a partner with a local firm and later established his own CPA and financial services firms, Sattler & Associates, LLP and Sattler Capital Management, LLC.

Having accumulated a broad depth of knowledge at both his family’s firm and major international CPA firms, Troy has a diverse range of specialties in the areas of taxation for individuals, corporations, partnerships, trusts, estates and non-profit entities, as well as multi-state taxation for individuals and business entities. In addition, Sattler & Associates has a business management department that specializes in the daily financial needs of our clients catering the service to their specific needs.

Troy is a financial advisor with Royal Alliance Associates, Inc. specializing in individual, business, retirement and estate planning. We provide comprehensive financial planning services to our valued clientele including investment management, private wealth management, insurance services and business planning.

Troy holds a CPA license in California, Illinois and Ohio. He also holds Series 7 and Series 66 securities registrations, and is a licensed life insurance agent. His professional affiliations include memberships in the California, Illinois, New York, Ohio and Washington State Societies of CPAs.

Troy was born in Ohio and lived in Chicago before making Los Angeles his home. He enjoys spending time with his family/friends, traveling, playing tennis and attending sporting events, which includes rooting for the Red Hawks, Buckeyes, Dodgers, Lakers, Clippers, Rams and Chargers.

June J. Vinci

June J. Vinci is a registered representative of Royal Alliance Associates, Inc. an independent full service broker-dealer providing comprehensive financial services, investment advice and brokerage services. June specializes in assisting individual investors, private business owners and corporations with their retirement, estate and business planning needs. June’s diverse financial background enables her to design and perform portfolio analysis, implementing investment strategies that work towards the investor’s optimum objectives and goals.

June started her financial career in 1983 as a bond trader at Prudential Bache Securities in New York City. June relocated to Southern California with Integrated Resources Equity Corporation in 1988 as a branch office examiner, conducting compliance visits to over 100 branch offices in the Western United States and in 1991; she opened a comprehensive financial services practice in Newport Beach, California, working closely within the CPA marketplace. In 2001, June joined Troy L. Sattler, CPA to facilitate his financial services platform. June is currently a Financial Advisor with Sattler Capital Management and enjoys working with Troy in their role as “Professional Advisors” to their clients. 

June currently holds the following security licenses: Series 7, 24, 63, 65 and is a licensed life insurance agent. Additionally, June has a Certification in Financial Planning from New York University; holds an AIF® (Accredited Investment Fiduciary) designation and attended the University of Alabama and New York University, majoring in Finance and Economics.

June was appointed to the FINRA Arbitration Board for Los Angeles and San Diego in January of 2000 and is currently an active Industry FINRA Arbitrator. She was a board member for the Investment, Banking and Audit Committee for the City of Laguna Niguel, California for a two-year term (2012-2013). 

June was born and raised on the North Shore of Long Island, New York and she and her husband currently live in beautiful Laguna Niguel, where they raised their two sons Nicholas and Joseph.

La Trese R. Roseby

La Trese is the Financial Services Manager for Sattler Capital Management, LLC. Joining our firm in 2005, La Trese has implemented excellent quality assurance procedures to ensure on-time precise service to our clients. She facilitates the processing of all client requests, daily trade settlements, disbursements, applications, new accounts, reports, life insurance and other special projects.

La Trese plays an integral role in the logistics of obtaining life, health, disability and long-term care insurance along with helping in the coordination of employee benefit planning. She has a keen understanding of the interplay between the client application and the underwriting responsibilities.

As the liaison between the office and the accounts department of our selected money managers as well as our Broker Dealer, Royal Alliance Associates, Inc., La Trese can always be counted on to provide that extra measure of assistance when the occasion arises.

La Trese comes to us with years of experience within the employee benefit, retirement planning and insurance markets, working many years with Cedars Sinai Medical Center. She also continues to further advance her knowledge in the financial services business, attending educational, seminars, webcasts as well as representing our firm at industry conferences.

La Trese was born and raised here in Los Angeles and enjoys spending her free time with her family, especially her beautiful daughter Kennedy. Her other interests include reading, shopping, traveling and staying active with her Church.

* La Trese is not registered with Royal Alliance Associates, Inc.

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© 2023 Sattler Capital Management, LLC | 9320 Wilshire Blvd, Suite 210, Beverly Hills, CA 90212 | All rights reserved
P: 310-593-0904 | F: 424-238-7277 | tsattler@sattlercapmgmt.com |
Disclosure | Contact Us | Home
Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment adviser. Insurance services offered by Troy Sattler and tax services offered through Sattler & Associates, LLP are independent of Royal Alliance Associates, Inc. Sattler Capital Management, LLC is not affiliated with Royal Alliance or registered as a broker-dealer or investment advisor.

Representative(s) may not be registered to offer securities and advisory services in all states.