Custom Content from the Los Angeles Business Journal
THE MOST INFLUENTIAL WEALTH MANAGERS IN LOS ANGELES
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 more than 40 of them here, along with some basic information about their careers, practice and a peek into 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.
DARYA ALLEN-ATTAR
BRETT BARTMAN
JAMES BERLINER
CHARLES CLAVER
RANDY CONNER
LISA DETANNA
JEREMY DICKER
REBECCA DUTKA
JORDAN EILER
ROSS GERBER
GREG HELLER
DEREK HOLMAN, CFP, AIF
DAVID HOU
ANNE B. JOHNSTON
RICHARD B. JONES
DANILO KAWASAKI
MAX KAYAJANIAN
GREGORY P. KUSHNER
ALEV LEWIS
SIMONE LIU
KENNETH MALAMED
BRUCE MANDEL
BROCK MOSELEY
BRUCE MUNSTER
RENE NOURSE
ARA OGHOORIAN
JASON OZUR
BRIAN PARKER
MATTHEW PERON
REBECCA ROTHSTEIN
DONALD L. SCHWARZ
RYAN SERRECCHIA
PAT SEVERO
EVAN SHORTEN
GLEN STRAUSS
JACK SUZAR
STASIA WASHINGTON
KEITH WEBSTER
ALYSSA WEINBERGER
STEVE WEINBERGER
BRIAN KEITH WERDESHEIM
Also in this supplement:
Wealth Management Trends Survey Finds Investor Confidence on the Rise
AMG Funds LLC, the U.S. retail distribution arm of global asset management company Affiliated Managers Group, Inc. recently announced findings from its third annual investor “Wealth Management Trends in America” report. The survey polled nearly 1,000 affluent individual investors with over $250,000 in household investable assets about their market expectations and investing sentiment for the year ahead… Read More
