MONEY ISSUE 2023 – MONEY MANAGERS DIRECTORY

Abacus Finacial Business Management
afinancialgroup.com
(323) 735-5300
Top Local Executive Belva Anakwenze, Principal, Chief Financial Officer

Abacus Wealth Partners
abacuswealth.com
(888) 422-2287
Top Local Executive Darius Gagne, Chief Investment Officer

Adviceperiod
adviceperiod.com
(424) 281-3600
Top Local Executive Steve Lockshin, Principal

Allspring Global Investments
allspringglobal.com
(888) 877-9275
Top Local Executive Dennis Bein, Portfolio Manager

American Realty Advisors
aracapital.com
(213) 233-5700
Top Local Executive Kirk Helgeson, Chief Investment Officer

AMI Asset Management Corp.
Amiassetmanagement.com
(424) 320-4000
Top Local Executive Chris Sessing, Chief Investment Officer, Lead Equity Portfolio Manager

Angeles Investment Advisors
angelesadvisors.com
(310) 393-6300
Top Local Executive Michael Rosen, Managing Partner, Chief Investment Officer

Ares Management
aremgmt.com
(310) 201-4100
Top Local Executive David Kaplan, Co-Founder, Director, Partner

Aristotle Capital Management
aristotlecap.com
(310) 478-4005
Top Local Executive Howard Gleicher, CEO, Chief Investment Officer

Aspiriant Wealth Management
aspiriant.com
(310) 806-4000
Top Local Executive Rob Francais, CEO, Partner

Avita Wealth Management
avitaswealth.com
(424) 371-9010
Top Local Executive Russell Evans, Managing Principal

Beach Point Capital Management
beachpointcapital.com
(310) 996-9700
Top Local Executive Carl Goldsmith, Co-Founder, Co-CEO

Bel Air Investment Advisors
belair-llc.com
(310) 229-1500
Top Local Executive Todd Morgan, Chairman, Partner

BNY Mellon Wealth Management
bynmellonwealth.com
(424) 277-6829
Top Local Executive Steve Kutz, Regional President

Bridge Advisory
bridgeadvisory.com
(626) 795-3062
Top Local Executive David Penniall, CEO, President

Broadshore Capital Partners
broadshore.com
(800) 261-4481
Top Local Executive Bradford Howe, Co-CEO

Camden Asset Management
camdenasset.com
(310) 203-4200
Top Local Executive John Wagner, Managing Director

Camden Capital
camdencapital.com
(310) 725-0210
Top Local Executive John M. Krambeer, Founder, Partner

Canyon Partners
canyonpartners.com
(310) 272-1200
Top Local Executive Joshua Friedman, Co-Founder

Capital Group
thecapitalgroup.com
(213) 486-9200
Top Local Executive Timothy Armour, Chairman, CEO

Capital Group Private Client Services
thecapitalgroup.com/pcs
(800) 421-8511
Top Local Executive John Armour, President

Capital Research + Consulting
capitalresearchandconsulting.com
(626) 844-1440
Top Local Executive John Odell, Principal

Causeway Capital Management
causewaycap.com
(310) 231-6100
Top Local Executive Sarah Ketterer, CEO, Fundamental Portfolio Manager

CBRE Global Investors
cbreglobalinvestors.com
(213) 683-4200
Top Local Executive Ritson Ferguson, Co-Chief Investment Officer

Churchill Management Group
churchillmanagement.com
(877) 937-7110
Top Local Executive Randy Conner, President

CitizensTrust Wealth Management
cbbbank.com/investing
(626) 405-4915
Top Local Executive Don Evenson, SVP, Chief Investment Officer

City National Bank
cnb.com
(310) 888-6300
Top Local Executive Garrett D’Alessandro, CEO

Clifford Swan Investment Counselors
cliffordswan.com
(626) 792-2228
Top Local Executive Peter Boyle, CEO, CIO

Cliffwater
cliffwater.com
(310) 448-5000
Top Local Executive Dave Smith, CEO

Coast Asset Management
coastasset.com
(310) 576-3500
Top Local Executive Dave Smith, CEO

Cove Street Capital
covestreetcapital.com
(424) 221-5897
Top Local Executive Jeff Bronchick, Principal Portfolio Manager

Covington Capital Management
covingtoncapitalmanagement.com
(213) 629-7500
Top Local Executive Gary Arakawa, Chief Investment Officer

Crescent Capital Group
crescentcap.com
(310) 235-5900
Top Local Executive Mark Attanasio, Co-Founder, Managing Partner

CS Capital Management Inc.
Cscaptialinc.com
(310) 988-7300
Top Local Executive Michael McHargue, CEO, President

D.A. Davidson & Co.
Dadavidson.com
(213) 620-1850
Top Local Executive James Kerr, Chairman, CEO

Dalton Investments
daltoninvestments.com
(424) 231-9100
Top Local Executive James Rosenwald III, Portfolio Manager

Doubleline Capital
doubleline.com
(213) 633-8200 

Empyrean Capital Partners
empyrean.com
(310) 843-3000
Top Local Executive Amos Meron, Managing Partner, Chief Investment Officer

EP Wealth Advisors
epwealth.com
(310) 601-4346
Top Local Executive Kevin Ashworth, Director of Investments

Everett Harris & Co.
everettharris.com
(213) 625-2677
Top Local Executive Jim Ward, Chief Investment Officer

Evoke Advisors
evokeadvisors.com
(424) 372-1777
Top Local Executive Alex Shahidi, Managing Partner, Co-CIO

Fiduciary Trust International
fiduciarytrust.com
(800) 421-9683
Top Local Executive Steven Dukta, Regional Manager

First Quadrant
firstquadrant.com
(626) 795-8220
Top Local Executive Marx Darnell, Partner, Chairman

First Western Trust
fwcapmgmt.com
(310) 226-8300
Top Local Executive Timothy Morphy, Director of Wealth Management –
Los Angeles Office

Flaherty & Crumrine Inc.
flaherty-crumrine.com
(626) 795-7300
Top Local Executive R. Eric Chadwick, Portfolio Manager, President

Focused Investors
focusedinvestors.com
(310) 734-1200
Top Local Executive Bruce Veaco, Portfolio Manager, Analyst

FPA
fpafunds.com
(310) 473-0225
Top Local Executive Robert Rodriguez, CEO, Managing Partner

Gamble Jones Investment Counsel
gamblejones.com
(626) 795-7583
Top Local Executive Alison Gamble, President

Gerber Kawasaki Wealth &
Investment Management
gerberkawasaki.com
(310) 399-6397
Top Local Executive Ross Gerber, CEO, President

Glendon Capital Management
(310) 907-0450
Top Local Executive Chris Delaney, Partner

Granite Investment Partners
granitepartners-lcc.com
(310) 933-4292
Top Local Executive Allen Boerner, CEO, President

Griffin Capital Co.
Griffincapital.com
(310) 469-6100
Top Local Executive Kevin Shields, CEO, Chairman

Guggenheim Partners Investment Management
guggenheimpartners.com
(310) 576-1270
Top Local Executive Scott Minerd, Chief Investment Officer

Halbert Hargrove
halberthargrove.com
(562) 435-5657
Top Local Executive JC Abusaid, CEO, President

HCR Wealth Advisors
hcrweatlh.com
(310) 473-5445
Top Local Executive Greg Heller, CEO

Hotchkis and Wiley Capital Management
hwcm.com
(213) 430-1000
Top Local Executive George Davis, CEO, Portfolio Manager, Principal

Howard Capital Management
howardcapital.com
(310) 473-9100
Top Local Executive David Robinson, President

Huber Capital Management
hubercap.com
(310) 207-8400
Top Local Executive Joseph Huber, CEO

Joel R. Mogy Investment Counsel Inc.
mogy.com
(310) 552-0529
Top Local Executive Joel Mogy, President

Kayne Anderson Capital Advisors
kaynecapital.com
(800) 638-1496
Top Local Executive Bob Sinnott, Co-Chairman

Kayne Anderson Rudnick
Investment Management 
kayne.com
(800) 231-7414
Top Local Executive Douglas Foreman, Chief Investment Officer, Portfolio Manager

LaSalle Investment Management
lasalle.com
(424) 294-3400
Top Local Management Glenn Sonnenberg, CEO, President

Lido Advisors
lidoadvisors.com
(310) 278-8232
Top Local Executive Jeff Garden, Chief Investment Officer

Los Angeles Capital Management and Equity Research
lacapm.com
(310) 479-9998
Top Local Executive Hal Reynolds, Chief Investment Officer

Lourd murray
lourdmurray.com
(310) 300-9898
Top Local Executive Blaine Lourd, Founder, Co-CEO

Main Street Advisors
mainstreetadvisors.com
(310) 392-7607
Top Local Executive Paul Wachter, Founder, Chairman, CEO

Mar Vista Investment Partners
marvistainvestments.com
(310) 917-2800
Top Local Execuitve Silas A. Myers, Co-Founder, Portfolio Manager

Mason & Associates Inc.
Masonlifeplanning.com
(323) 254-3072
Top Local Executive Brent M. Mason, President

Merrill Lynch
ml.com
(213) 627-7900
Top Local Executive Jeff Markham, Managing Director, West Division

Mesa West Capital
mesawestcapital.com
(310) 806-6300
Top Local Executive Jeff Friedman, Co-Founder, Principal

Miracle Mile Advisors
miraclemileadvisors.com
(310) 246-1243
Top Local Executive Brock Moseley, Head of Investment Strategy Group and Risk Management Committee

Morgan Stanley
morganstanley.com
(213) 486-8811
Top Local Executive Gregory Laetsch, Managing Director, Complex Manager

Morton Capital Management
mortoncapital.com
(818) 222-4727
Top Local Executive Sasan Faiz, Managing Director of Investments

North Pier Fiduciary Management
npier.com
(800) 403-7065
Top Local Executive James Scheinberg, Founder, Managing Partner,
Chief Investment Officer

Northern Trust
northerntrust.com
(310) 282-3800
Top Local Executive Christopher E. Vella, CFA, SVP, CIO

Northwestern Mutual Los Angeles
nm.com
(213) 243-7000
Top Local Executive Matthew Plocher, Managing Partner

Nuveen, a TIAA Company
nuveen.com
(310) 712-4000
Top Local Executive Jon Bosse, Portfolio Manager

Oaktree Capital Management
oaktreecapital.com
(213) 830-6300
Top Local Executive Bruce Karsh, Co-Chairman, Chief Investment Officer

One Capital Management
onecapital.com
(805) 409-8150
Top Local Executive Patrick Bowen, President

Pacific Income Advisers
pacificincome.com
(310) 393-1424
Top Local Executive Jack Macdowell, Chief Investment Officer

Paladin Realty Partners
paladinrealty.com
(310) 996-8766
Top Local Executive Randall Loker, Managing Director, Chief Investment Officer

Palisades Group
palisades.us.com
(424) 280-7560
Top Local Executive Jack Macdowell, Chief Investment Officer

Patterson Capital Corp.
Pattersoncapital.com
(310) 556-2496
Top Local Executive Joseph Patterson, President, Chief Investment Officer

Payden & Rygel
payden.com
(213) 625-1900
Top Local Executive Joan Payden, CEO

Poplar Forest Capital
poplarforestllc.com
(626) 304-6000
Top Local Executive Dale Harvey, Founder, CEO, CIO

Post Advisory Group
postadvisory.com
(310) 996-9600
Top Local executive Jeffrey Stroll, Chief Investment Officer

Primecap Management Co.
primecap.com
(626) 304-9222
Top Local Executive Theo Kolokotrones, Chairman Director, Portfolio Manager

RNC Genter Capital Management
rncgenter.com
(310) 477-6543
Top Local Executive Daniel Genter, CEO, President, Chief Investment Officer

Rothschild Credit Management
(North America)
(213) 621-3700
Top Local Executive Michael Hatley, Managing Partner

Salient Wealth Planning Group
salientwpg.com
(310) 531-1021
Top Local Executive John Schlatter, Founding Partner

Sierra Investment Management Inc.
sierrainvestment.com
(310) 452-1887
Top Local Executive Kenneth L. Sleeper, Co-Founder,
Co-Managing Director, Co-Portfolio Manager

Signature Estate & Investment Advisors
seia.com
(310) 712-2323
Top Local Executive Deron McCoy, Chief Investment Officer

SSI Investment Management
ssi-invest.com
(310) 595-2000
Top Local Executive George Douglas, Chief Investment Officer

Summa Group of Oppenheimer & Co.
Opco.com/summagroup
(310) 446-7501
Top Local Executive Brian Werdersheim, Managing Director – Investments

TCW Group Inc.
tcw.com
(213) 244-0000
Top Local Executive Michael Reilly, Group Managing Director,
Chief Investment Officer – Equities

UBS Financial Services Inc.
ubs.com
(888) 843-6991
Top Local Executive Justin Frame, Managing Director – Market Head: Southern California

U.S. Bank
usbank.com
(213) 615-6300
Top Local Executive Eric Freedman, Chief Investment Officer

Wells Fargo & Co.
wellsfargo.com
(213) 614-2707
Top Local Executive Paul J. Vannuki, LA Market Leader

Western Asset Management Co.
Westernasset.com
(626) 844-9400
Top Local Executive Kenneth Leech, Chief Investment Officer

Western International Securities Inc.
wisdirect.com
(310) 846-3700
Top Local Executive Donald Bizub, President

Westmount Asset Management
westmount.com
(310) 556-2502
Top Local Executive Jim Berliner, Chief Investment Officer, President

Whittier Trust Co.
whittiertrust.com
(626) 441-5111
Top Local Executive Sandip Bhagat, CIO

Wilshire Associates Inc.
wilshire.com
(310) 451-3051
Top Local Executive Jason Schwarz, COO

Zuma Wealth
zumawealth.com
(310) 456-1302
Top Local Executive Terri Spath, Founder