Top Private Wealth Advisors in Greater Los Angeles Area
Jeff Jones
Growth Advisor
Greater Los Angeles Area
Growth Advisor
Vice President & Engagement Partner
Private Wealth Advisor
University of California, Santa Barbara
Recommendations: 2
Venture Capital
Start-ups
Entrepreneurship
Strategic Partnerships
Financial Modeling
Mergers
Due Diligence
Finance
j*****@growthink.com
Ray C. Cherry
Vice President & Private Wealth Advisor
Greater Los Angeles Area
Vice President & Private Wealth Advisor
Vice President
University of Arizona
Recommendations: 1
Estate Planning
High Net Worth Individuals
Credit
Investments
Series 7
Wealth Management Services
Wealth Management
Trust Services
r****[email protected]
Chris Barra
Adjunct Professor, Dept. of Military Science
Greater Los Angeles Area
Adjunct Professor, Dept. of Military Science
Senior Vice President - Investments / Private Wealth Advisor
Vice President
Institutional Sales Representative
Sales Representative
Field Artillery Officer
United States Army War College
American Public University System
Command and General Staff College
University of California, Los Angeles - The Anderson School of Management
United States Military Academy at West Point
Livingston High School
Recommendations: 0
Pilar Pettys
Vice President, Private Wealth Advisor
Greater Los Angeles Area
Vice President, Private Wealth Advisor
Vice President, Senior Private Banker
Vice President, Senior Private Banker
Vice President, Senior Private Banker
Vice President, Private Banker
The Ohio State University
Recommendations: 0
Credit
Loans
Banking
Mortgage Lending
Consumer Lending
Small Business Lending
Portfolio Management
Credit Analysis
p****[email protected]
Andrew Buchanan
Director
Greater Los Angeles Area
Director
Managing Partner
Regional Business Director
Private Wealth Advisor
US Navy SEAL
University of Southern California - Marshall School of Business
University of Pennsylvania - The Wharton School
Recommendations: 0
Management
Retirement Planning
Series 7
Wealth Management
Leadership
Asset Allocation
Analytics
Sales
a****[email protected]
a****[email protected]
Jared Birchall
Managing Director
Greater Los Angeles Area
Managing Director
Senior Vice President, PWM
Financial Analyst
Private Wealth Advisor, PBIG
Brigham Young University
Recommendations: 0
j****[email protected]
Lisa Amster
Executive Director, Private Wealth Advisor
Greater Los Angeles Area
Executive Director, Private Wealth Advisor
Director
Vice President
University of California, Berkeley
Recommendations: 0
l****[email protected]
James Klein
Executive Director, Private Wealth Advisor
Greater Los Angeles Area
Executive Director, Private Wealth Advisor
First Vice President
Stanford University
Recommendations: 0
j****[email protected]
Clarice Couey, CRPC
Private Wealth Advisor
Greater Los Angeles Area
Private Wealth Advisor
University of California, Santa Barbara
University of San Francisco
Recommendations: 0
Retirement Planning
Investment Advisory
Retirement
Securities
Estate Planning
Insurance
Small Business
Finance
c****[email protected]
Jerry Gallagher
Executive Director, Private Wealth Advisor
Greater Los Angeles Area
Executive Director, Private Wealth Advisor
Germantown Academy
United States Naval Academy
University of Southern California - Marshall School of Business
Recommendations: 0
g****[email protected]
Christopher Bannon
Senior Financial Advisor
Greater Los Angeles Area
Senior Financial Advisor
Volunteer Board Member
Financial Strategist
Private Wealth Advisor
Recommendations: 0
c****[email protected]
Mark Varo
Private Wealth Advisor, Managing Director - Wealth Management
Greater Los Angeles Area
Private Wealth Advisor, Managing Director - Wealth Management
California State University System
Recommendations: 0
m****[email protected]
Ke (Tony) Zhang
Board Member
Greater Los Angeles Area
Board Member
Mentor
Private Wealth Advisor
Summer Associate
Managing Director-China
Global Management Trainee
University of Oklahoma
University of Southern California - Marshall School of Business
Xi'an International Studies University
Recommendations: 0
t****[email protected]
Lee Dover
Private Wealth Advisor
Greater Los Angeles Area
Private Wealth Advisor
University of Oklahoma
Washington High School
Recommendations: 0
l****[email protected]
Mikey Tanha
President
Greater Los Angeles Area
President
Partner
President
Private Wealth Advisor
CFO / Partner
University of California, Los Angeles
Recommendations: 0
t****[email protected]
Hans Maentz
Senior Vice President, Private Wealth Advisor
Greater Los Angeles Area
Senior Vice President, Private Wealth Advisor
Private Client Services
Director of Major Gifts
University of Southern California - Marshall School of Business
Cornell University
The Hill School
St George's School
Recommendations: 0
h*****@cornell.edu
Rick Keller
Managing Director-Weath Management, Private Wealth Advisor
Greater Los Angeles Area
Managing Director-Weath Management, Private Wealth Advisor
Managing Director
Managing Director
Kellogg Graduate School of Management
UC Berkeley
Loyola High School
Recommendations: 0
r****[email protected]
Jeffrey Hunter
Senior Vice President - Wealth Management & Private Wealth Advisor
Greater Los Angeles Area
Senior Vice President - Wealth Management & Private Wealth Advisor
First Vice President
Investment Associate
University of Utah
Weber State University
Recommendations: 0
Investments
Wealth Management
Securities
Financial Services
Estate Planning
Mergers & Acquisitions
Portfolio Management
Equities
j****[email protected]
Edward Kelly, CFP, CLU, ChFC
Private Wealth Advisor
Greater Los Angeles Area
Private Wealth Advisor
Platinum Financial Services Advisor
Gold Team Advisor
Vice President
CSUDH
University of California, Los Angeles
Riviera, South High
Riviera, South High
Recommendations: 0
e****[email protected]
Steven Westerman
Senior Vice President - Private Wealth Advisor
Greater Los Angeles Area
Senior Vice President - Private Wealth Advisor
Private Banking - Associate
Analyst - Equity Derivatives & Fixed Income
Intern
University of Southern California - Marshall School of Business
University of Michigan
Recommendations: 0
s****[email protected]
s****[email protected]
Frank Malone
Managing Director - Wealth Management, Private Wealth Advisor
Greater Los Angeles Area
Managing Director - Wealth Management, Private Wealth Advisor
Private Wealth Advisor
Vice President
Financial Analyst
Duke University - The Fuqua School of Business
University of Notre Dame
Recommendations: 0
