Influential Leaders: Wealth Managers

Custom content from the Los Angeles Business Journal

The right wealth management professional does more than advise you on how to invest your money. He or she – and the financial institutions they represent – can truly prepare your entire family for financial stability and tax comfort for generations to come, and provide highly personalized plans for investing, charitable giving and other specific needs.
There are some truly exceptional professionals who make up the wealth management landscape in Los Angeles.
We’ve shined the spotlight on some of the best here, along with information about their careers, their practice, and a brief look at what makes them so good at what they do.
Congratulations to the pioneering professionals who compiled this list, and thank you for your contributions to the local economy and the financial stability of the individuals and families who live here.

Methodology: The professionals presented in these pages have not paid to be included. Their profiles were drawn from application materials submitted to the Los Angeles Business Journal. Those selected for inclusion were reviewed by the Editorial Department and chosen based on a demonstration of impact on the profession and on the Los Angeles community.

Influential Leaders: Wealth Managers
MICHAEL AMASH – Westmount Asset Management
GARY ARAKAWA – Covington Capital Management
MATTHEW AYERS – Alex Brown, Raymond James
DARNEL BENTZ – Kayne Anderson Rudnick Wealth Advisors
JAMES BERLINER – Westmount Asset Management
KARA BOCCELLA – Camden Capital
MICHAEL CANNONE – Westmount Asset Management
AVI COHEN – Bank of America Private Bank
RANDY CONNER – Churchill Management Group
RUSSELL EVANS – Avitas Wealth Management
GREG HELLER – UNHCR Wealth Advisors
BRIAN HOLMES – Signature Estate & Investment Advisors, LLC (SEIA)
STUART KATZ – Lido Advisors, LLC
EDWARD MOYZES – Strategic view
MICHELLE NGUYEN – First Foundation Advisors
JASON OZUR – Lido Advisors, LLC
JOHN PETRICK – Sustainable financial services
KEVIN PHILIP – Bel Air Investment Advisors
SPUDS POWELL – Kayne Anderson Rudnick Wealth Advisors
DALE REED – Merrill Lynch
ERIK RIDGLEY – Salem Partners Wealth Management
DAVID SADKIN – Bel Air Investment Advisors
NAN SALLEY-GUDAITIS – Bank of America Private Bank
GABRIEL SHAHIN – Falcon Wealth Planning
BRETT SIFLING – Gerber Kawasaki Wealth Management
MARK UDIS – Camden Capital
JAMES VERZINO – Northwestern Mutual
MICHAEL WAXBERG – Northwestern Mutual
PAUL WETMORE – Merrill Lynch
LAUREN WOOD – Wetherby Asset Management

In this supplement:
Retirement planning: baby boomers only a little ahead of millennials

According to recent data, more than half (59%) of millennials have not considered their retirement options… Read more

New tools from NAPFA advance diversity, equity and inclusion in the workplace

The National Association of Personal Financial Advisors (NAPFA) has announced new resources and tools to help members manage diversity, equity and inclusion (D, E and I) issues in the workplace… Read more

Dolores W. Simon