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Morgan McQuown

Founder

Founder at Side Pocket

San Francisco, California, United States

FoundedSide Pocket

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Ask Chadwick Manning to introduce you to Morgan

You →Chadwick · together at University of San Diego (2010–2011) →Morgan

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You →Jamie · 11 people · together at University of San Diego →Morgan

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About

Morgan McQuown is Vice President at Stone Edge Farm Estate Vineyards & Winery in Sonoma, where they oversee business operations across the estate, including the Collectors Cellar membership program and the La Maison tasting room on 8th Street. McQuown is also co-founder of Sidepocket, an SEC-registered investment adviser developing the Tactical IRA, a retirement product for self-employed clients offered in partnership with CPAs. In addition, they oversee Pinnacle Investments, a private family-office vehicle focused on factor-based and systematic investment strategies.

Founder at Side Pocket

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Side Pocket's investors · 1

Miroma VenturesLondon · $250K – $5M checks

Experience

  1. Stone Edge Farm Estate Vineyards & WineryVice Presidentcurrent2025 — present
  2. SidepocketCo-Foundercurrent2020 — present
  3. Pinnacle InvestmentsPrincipalcurrent2022 — presentSan Francisco Bay Area
  4. Peekshare, Inc.Chief Designer & Co-Founder2013 — 2017San Francisco
  5. Stone Edge Farm Estate WineryMarketing Consultant2012Sonoma, CA

Skills & more

Illustrator3Invision1FramerJS1Thinkorswim1Sketch3User Experience2Start-ups5Angel Investing2User Interface Design1Market Research1Consulting1Trading Strategies1
+4 moreRisk ManagementInvestment StrategiesPrincipleKwanti

Languages English · French

  • Series 65 Certification — FINRA

From Morgan's professional profile.

Frequently asked questions

Who is Morgan McQuown?
Morgan McQuown is Vice President at Stone Edge Farm Estate Vineyards & Winery in Sonoma, where they oversee business operations across the estate, including the Collectors Cellar membership program and the La Maison tasting room on 8th Street. McQuown is also co-founder of Sidepocket, an SEC-registered investment adviser developing the Tactical IRA, a retirement product for self-employed clients offered in partnership with CPAs. In addition, they oversee Pinnacle Investments, a private family-office vehicle focused on factor-based and systematic investment strategies.
Where does Morgan McQuown work?
Morgan McQuown is Founder of Side Pocket.
What companies did Morgan McQuown found?
Morgan McQuown founded Side Pocket.
Where did Morgan McQuown go to school?
Morgan McQuown studied at University of San Diego (Finance, General).

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