59.8 F
Los Angeles
Wednesday, Dec 6, 2023

Most Influential Wealth Managers


Custom Content from the Los Angeles Business Journal


Letter from the Publisher

Anna Magzanyan

Click Here


Joseph P. Alexopoulos – Aequitas Wealth Management
Matthew Ayers – Alex Brown, a Division of Raymond James
Brett Bartman – RBC Wealth Management
James Berliner – Westmount Asset Management, LLC
David Clausen – Northwestern Mutual
Randy C. Conner – Churchill Management Group
Jeremy Dicker – One Wealth Management
Hayley Dickson – Northwestern Mutual
Ross Gerber – Gerber Kawasaki Wealth and Investment Management
Catherine Gerst – Avitas Wealth Management
Tracey Gluck – JP Morgan Securities
Greg Heller – HCR Wealth Advisors
Derek Holman – EP Wealth Advisors
Brian D. Holmes – Signature Estate & Investment Advisors
Kyle W. Jones – Aequitas Wealth Management
Michelle Katzen – HCR Wealth Advisors
Danilo Kawasaki, CFP – Gerber Kawasaki Wealth and Investment Management
Max Kayajanian – Oakwood Capital Management LLC
Gregory P. Kushner – Lido Advisors, LLC
Alev Lewis – Acacia Wealth Advisors – High Tower
Sarah M. Lewis – Aequitas Wealth Management
Simone Liu – Wells Fargo Advisors
Bruce Mandel – Oakwood Capital Management LLC
Brent M. Mason – Mason & Associates, Inc.
Ed Moyzes – Northwestern Mutual
Brian Parker – EP Wealth Advisors
Erik Ridgley, CFA – Salem Partners Wealth Management
Donald L Schwarz – RBC Wealth Management
Ryan Serrecchia – EP Wealth Advisors
Eric Taslitz – Avitas Wealth Management
Todd Walklett – Covington Capital Management
Steve Weinberger – HCR Wealth Advisors

Inside this supplement:

How to Keep Your Money from Slipping Away
As with virtually all financial matters, the easiest way to be successful with a cash management program is to develop a systematic and disciplined approach… Read More

Research Uncovers Drivers of Engagement, Satisfaction, and Willingness to Refer Wealth Managers
Investments & Wealth Institute (formerly IMCA) released research findings from its latest study, “2019 High-Net-Worth Investor Study,” recently. The research explores how advisors can stand out in a crowded market, where high client satisfaction and loyalty is not enough to set them apart… Read More

Featured Articles

Related Articles