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 listed some of the very best of them here, along with some basic 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.
Letter from the Publisher
Josh Schimmels
Leaders of Influence: Wealth Managers
JOE ALEXOPOULOS – Miracle Mile Advisors
DARYA ALLEN-ATTAR- Morgan Stanley
MATTHEW AYERS – Alex Brown, Raymond James
JAMES E. BERLINER- Westmount Asset Management, LLC
KARA S. BOCCELLA- Camden Capital
CRAIG B. BURGER- Covington Capital Management
RANDY C. CONNER- Churchill Management Group
ROBERT DALIE- Oppenheimer & Co.
JEREMY DICKER- One Wealth Management
HAYLEY DICKSON- Northwestern Mutual
RUSSELL EVANS- Avitas Wealth Management
ROSS GERBER- Gerber Kawasaki Wealth and Investment
GREGORY HELLER- HCR Wealth Advisors
DEREK HOLMAN- EP Wealth Advisors
BRIAN D. HOLMES- SEIA
MATTHEW IANTOSCA- Gerber Kawasaki Wealth and Investment
AMIT JOSEF- Avitas Wealth Management
MICHELLE KATZEN- HCR Wealth Advisors
DANILO KAWASAKI- Gerber Kawasaki Wealth and Investment
JOHN KRAMBEER- Camden Capital
GREGORY KUSHNER- Lido Advisors
ALEV LEWIS- Acacia Wealth Advisors
SARAH LEWIS- Miracle Mile Advisors
Bruce Mandel- Oakwood Capital Management LLC
BROCK MOSELEY- Miracle Mile Advisors
EDWARD MOYZES- Strategic View Advisors
MICHELLE NGUYEN- First Foundation Advisors
JASON OZUR- Lido Advisors
BRIAN PARKER- EP Wealth Advisors
ERIK RIDGLEY- Salem Partners Wealth Management
GREG SATZ- Avitas Wealth Management
RYAN SERRECCHIA- EP Wealth Advisors
DAVID SOLOWAY- Northern Trust
MARK H. UDIS- Camden Capital
JAMES VERZINO- Northwestern Mutual
DANIEL WARREN- The Warren Group Wealth Management, Inc.
ALYSSA WEINBERGER- Lido Advisors
STEVE WEINBERGER- HCR Wealth Advisors
BRIAN WERDESHEIM- Oppenheimer & Co. Inc.
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