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Friday, May 3, 2024

Leaders of Influence: Wealth Managers 2023 – David Sadkin

Custom Content by the Los Angeles Business Journal

DAVID SADKIN
President / Partner
Bel Air Investment Advisors

Since joining Bel Air Investment Advisors in 2006, David Sadkin has demonstrated his commitment to industry innovation at the highest level and best-inclass investment solutions and services. Promoted president in 2017, he has overseen a period of consistent growth amidst a rapidly changing industry landscape and the shift to hybrid work. The firm recently surpassed $10 billion in assets under advisement, largely attributable to Sadkin’s leadership and his guiding the significant expansion of the firm’s alternative investment platform with an emphasis on tax-efficient strategies and trust and estate planning.

Sadkin continues to challenge the status quo in the wealth management space with his clear, rational and open-minded approach to managing the firm and his expertise in addressing the needs of wealthy families and endowments. His most important recent accomplishment, however, may have been orchestrating the return of Bel Air to private ownership, which created continuity for the firm’s clients.

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