Miracle Mile Advisors
Assets Under Management: $250 MILLION
As the newest member to the Miracle Mile Advisors family, Joseph Alexopoulos has an impressive background and brings much expertise to the team. As founding partner of Aequitas Wealth Management, which partnered with Miracle Mile Advisors in July, Alexopoulos’ vision was to create concierge-style investment and financial advice to investors and their families. His previous work for a Swiss Private Bank introduced Alexopoulos to first-class service, and his earlier experience at Fidelity, where he managed over $400 million in client assets, provided the groundwork for addressing a broad range of client planning issues. To that end, Alexopoulos holds the CFP (Certified Financial Planner) credential, considered the gold standard in the planning profession. Alexopoulos has shaped the direction and value system of Aequitas from client service standards to investment policy. In particular, he built the firm’s specialty in investment real estate.
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