21650 Oxnard Street Suite 2300 Woodland Hills, CA 91367-7802
Work Phone
(818)713-4740
Fax
(818)887-7809
Web Site
Member Since
6/2009
Provide comprehensive Wealth management Services to middle market entrepreneurs and M&A professionals. We manage $450mm for <40 families in an absolute return strategy designed to outperform inflation.
<40 Families, lgst account $100mm Our clients include; Two closet billionaires Appx Two dozen entrepreneurs Head of two investment banks Two University Professors Head of large SoCal Private Equity Fund Three M&A attorneys Head of CPA firm Two Real Estate Developers Retired Health Care Executives
All
Information Not Available
College Degrees
Cornell University '97 BS Business Management and Marketing
