Joseph P. Alexopoulos
Aequitas Wealth Management
ASSETS UNDER MANAGEMENT: $110 MILLION
The idea of Aequitas founding member Joe Alexopoulos, who had relocated to Los Angeles from Geneva, was to deliver independent, objective and concierge style investment and financial advice to investors and their families. Previously working for a Swiss Private Bank introduced Alexopoulos to first class service, and his previous experience at Fidelity where he managed over $400 million in client assets provided the groundwork for addressing a broad range of client planning issues.
As a founding partner of the firm, Alexopoulos has shaped the direction and value system of the company from client service standards to investment policy. In particular, he built the firm’s specialty in investment real estate, uncommon among wealth management companies. As an experienced investment property owner himself, he is in a unique position to offer first-hand expertise to seasoned and first time investors as well as homeowners buying or selling their personal residences.
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