DAVID SADKIN
President and Partner
Bel Air Investment Advisors
Since becoming president of Bel Air Investment Advisors in 2017, David Sadkin has overseen a transformation of the business to bring in best-in-class investment solutions and services. This includes a significant expansion of the firm’s alternative investment platform, with an emphasis on tax-efficient strategies and trust and estate planning. He has overseen a period of rapid growth as the firm surpassed $10 billion in assets under advisement.
Over the past few years, Sadkin has guided the firm and his clients through COVID challenges and the remote work environment by building a culture based on collaboration, personal connection, individual empowerment, and client engagement. His most important recent accomplishment, however, may have been orchestrating the return of Bel Air to private ownership which consequently created ownership opportunities for the next generation of the firm’s investment professionals and continuity for the firm’s clients.
