Custom Content from the Los Angeles Business Journal
The right wealth management professional does more than advise you regarding how to invest your money. He or she – and the financial institutions they represent – can genuinely prepare your entire family for financial stability and fiscal comfort for generations to come, and offer highly personalized plans for investing, charitable giving, and other specific needs.
There are some truly outstanding professionals making up the Los Angeles wealth management landscape. We’ve shone the spotlight on some of the very best of them here, along with information about their careers, practice and a quick look at what makes them so good at what they do.
Congratulations to the trailblazing professionals who made this list and thank you for your contributions to the local economy and the financial stability of the individuals and families that live here.
Methodology: The professionals featured in these pages did not pay to be included. Their profiles were drawn from nomination materials submitted to the Los Angeles Business Journal. Those selected for inclusion were reviewed by the editorial department and chosen based on a demonstration of impact made on the profession and on the Los Angeles community.
Leaders of Influence: Wealth Managers
Darya Allen-Attar- Morgan Stanley
Jesse Amarillas- UBS Wealth Management USA
Matthew Ayers- Alex Brown
Richard Azarloza- Covington Capital Management
James Berliner- Westmount Asset Management
Kara Boccella- Camden Capital
Lisa Chapman- UBS Wealth Management USA
Vivian Chow- U.S. Bank Private Wealth Management
David Clausen- Northwestern Mutual
Garrett D’Alessandro- City National Rochdale
Scott Duncanson- Avitas Wealth Management
Andrew Fuller- Creative Planning
Catherine Gerst- Avitas Wealth Management
Greg Heller- HCR Wealth Advisors
Derek Holman- EP Wealth Advisors
Brian D. Holmes- Signature Estate and Investment Advisors
Richard Jones- Merrill Private Wealth Management
Michelle Katzen- HCR Wealth Advisors
John Krambeer- Camden Capital
Gregory Kushner- Lido Advisors
Amy Lange- Covington Capital Management
Alev Lewis- Acacia Wealth Advisors at Hightower
Edward Moyzes- Strategic View Advisors
Dega Nalayeh- Bank of America Private Bank
Michelle Nguyen- First Foundation Advisors
Jason Ozur- Lido Advisors
Brian Parker- EP Wealth Advisors
Erik Ridgley- Salem Partners Wealth Management
Rebecca Rothstein- Merrill Private Wealth Management
Eric Taslitz- Avitas Wealth Management
Mark Udis- Camden Capital
James Verzino- Northwestern Mutual
Roger Wacker- UBS Private Wealth Management
Alyssa Weinberger- Lido Advisors
Steve Weinberger- HCR Wealth Advisors
