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
MICHAEL AMASH- Westmount Asset Management
GARY ARAKAWA- Covington Capital Management
MATTHEW AYERS- Alex Brown, Raymond James
DARNEL BENTZ- Kayne Anderson Rudnick Wealth Advisors
JAMES BERLINER- Westmount Asset Management
KARA BOCCELLA- Camden Capital
MICHAEL CANNONE- Westmount Asset Management
AVI COHEN- Bank of America Private Bank
RANDY CONNER- Churchill Management Group
RUSSELL EVANS- Avitas Wealth Management
GREG HELLER- HCR Wealth Advisors
BRIAN HOLMES- Signature Estate & Investment Advisors, LLC (SEIA)
STUART KATZ- Lido Advisors, LLC
MICHELLE KATZEN- HCR Wealth
EDWARD MCGLASSON- Camden
EDWARD MOYZES- Strategic View
MICHELLE NGUYEN- First Foundation Advisors
JASON OZUR- Lido Advisors, LLC
JOHN PETRICK- Perennial Financial Services
KEVIN PHILIP- Bel Air Investment Advisors
SPUDS POWELL- Kayne Anderson Rudnick Wealth Advisors
DALE REED- Merrill Lynch
ERIK RIDGLEY- Salem Partners Wealth Management
DAVID SADKIN- Bel Air Investment Advisors
NAN SALLEY-GUDAITIS- Bank of America Private Bank
GABRIEL SHAHIN- Falcon Wealth Planning
BRETT SIFLING- Gerber Kawasaki Wealth Management
MARK UDIS- Camden Capital
JAMES VERZINO- Northwestern Mutual
MICHAEL WAXBERG- Northwestern Mutual
ALYSSA WEINBERGER- Lido Advisors, LLC
STEVE WEINBERGER- HCR Wealth Advisors
PAUL WETMORE- Merrill Lynch
LAUREN WOOD- Wetherby Asset Management
Inside this supplement:
Retirement Planning: Baby Boomers Only Slightly Ahead of Millennials
According to recent data, more than half (59%) of millennials haven’t considered their options for retirement… Read More
New Tools from NAPFA Advance Workplace Diversity, Equity & Inclusion
The National Association of Personal Financial Advisors (NAPFA) has announced new resources and tools to help members navigate Diversity, Equity & Inclusion (D, E & I) issues in the workplace… Read More
