Avitas Wealth Management
Assets Under Management: $900 million
Greg Satz’s interest in the stock and bond markets led him to emigrate from South Africa to Los Angeles 35 years ago. He began his career structuring bond portfolios for high net worth and ultra-high net worth clients at a Fortune 500 Bank, gaining knowledge and learning the nuances of this particularly opaque market. Specializing in tax-free municipal bonds and investment grade corporate bonds, Satz excelled and developed a large group of clients, most of whom have been with him for over 30 years. As Satz managed clients’ serious money, he extended his advisory practice, advising clients after liquidity events and helping them develop long term wealth strategies. Satz and his partners started their own firm, Avitas Wealth Management, in Century City in 2017. As a co-founder of Avitas, he has been instrumental in the firm’s growth to 12 professionals and nearly $1 billion dollars under management.
For reprint and licensing requests for this article, CLICK HERE.