Abacus Financial Business Management

afinancialgroup.com
(323) 735-5300
Top Local Executive:

Belva Anakwenze, Principal, Chief Financial Officer


Abacus Wealth Partners

abacuswealth.com
(888) 422-2287
Top Local Executive:

Darius Gagne, Chief Investment Officer


AdvicePeriod

adviceperiod.com
(424) 281-3600
Top Local Executive:

Steve Lockshin, Principal


Allspring Global Investments

allspringglobal.com
(888) 877-9275
Top Local Executive:

Dennis Bein, Portfolio Manager


American Realty Advisors

aracapital.com
(213) 233-5700
Top Local Executive:

Kirk Helgeson, Chief Investment Officer


AMI Asset Management Corp.

amiassetmanagement.com
(424) 320-4000
Top Local Executive:

Chris Sessing, Chief Investment Officer, Lead Equity Portfolio Manager


Angeles Investment Advisors

angelesadvisors.com
(310) 393-6300
Top Local Executive:

Michael Rosen, Managing Partner, Chief Investment Officer


Ares Management

aresmgmt.com
(310) 201-4100
Top Local Executive:

David Kaplan, Co-Founder, Director, Partner


Aristotle Capital Management

aristotlecap.com
(310) 478-4005
Top Local Executive:

Howard Gleicher, CEO, Chief Investment Officer


Aspiriant Wealth Management

aspiriant.com
(310) 806-4000
Top Local Executive:

Rob Francais, CEO, Partner

 

Avitas Wealth Management

avitaswealth.com
(424) 371-9010
Top Local Executive:

Russell Evans, Managing Principal


Beach Point Capital Management

beachpointcapital.com
(310) 996-9700
Top Local Executive:

Carl Goldsmith, Co-Founder, Co-CEO

Bel Air Investment Advisors

belair-llc.com
(310) 229-1500
Top Local Executive:

Todd Morgan, Chairman, Partner


BNY Mellon Wealth Management

bnymellonwealth.com
(424) 277-6829
Top Local Executive:

Steve Kutz, Regional President


Bridge Advisory

bridgeadvisory.com
(626) 795-3062

Top Local Executive: 
David Penniall, CEO, President


Broadshore Capital Partners

broadshore.com
(800) 261-4481
Top Local Executive:

Bradford Howe, Co-CEO


Camden Asset Management

camdenasset.com
(310) 203-4200
Top Local Executive:

John Wagner, Managing Director


Camden Capital

camdencapital.com
(310) 725-0210
Top Local Executive:

John M. Krambeer, Founder & Partner


Canyon Partners

canyonpartners.com
(310) 272-1200
Top Local Executive:

Joshua Friedman, Co-Founder


Capital Group

thecapitalgroup.com
(213) 486-9200
Top Local Executive:

Timothy Armour, Chairman, CEO


Capital Group Private Client Services

thecapitalgroup.com/pcs
(800) 421-8511
Top Local Executive:

John Armour, President


Capital Research + Consulting

capitalresearchandconsulting.com
(626) 844-1440
Top Local Executive:

John Odell, Principal


Causeway Capital Management

causewaycap.com
(310) 231-6100

Top Local Executive: 
Sarah Ketterer, CEO, Fundamental Portfolio Manager


CBRE Global Investors

cbreglobalinvestors.com
(213) 683-4200

Top Local Executive: 
Ritson Ferguson, Co-Chief Investment Officer


Churchill Management Group

churchillmanagement.com
(877) 937-7110
 Top Local Executive: 

Randy Conner, President


CitizensTrust Wealth Management

cbbank.com/investing
(626) 405-4915
Top Local Executive:

Don Evenson, SVP, Chief Investment Officer


City National Bank

cnb.com
(310) 888-6300
Top Local Executive:

Garrett D’Alessandro, CEO


Clifford Swan Investment 
Counselors

cliffordswan.com
(626) 792-2228
Top Local Executive:

Peter Boyle, CEO, CIO


Cliffwater

cliffwater.com
(310) 448-5000
Top Local Executive:

Stephen Nesbitt, CEO


Coast Asset Management

coastasset.com
(310) 576-3500
Top Local Executive:

Dave Smith, CEO


Cove Street Capital

covestreetcapital.com
(424) 221-5897
Top Local Executive:

Jeff Bronchick, Principal Portfolio Manager


Covington Capital Management

covingtoncapitalmanagement.com
(213) 629-7500
Top Local Executive:

Gary Arakawa, Chief Investment Officer


Crescent Capital Group

crescentcap.com
(310) 235-5900
Top Local Executive:

Mark Attanasio, Co-Founder, Managing Partner


CS Capital Management Inc.

cscapitalinc.com
(310) 988-7300
Top Local Executive:

Michael McHargue, CEO, President


D.A. Davidson & Co.

dadavidson.com
(213) 620-1850
Top Local Executive:

James Kerr, Chairman, CEO


Dalton Investments

daltoninvestments.com
(424) 231-9100
Top Local Executive:

James Rosenwald III, Portfolio Manager

DoubleLine Capital

doubleline.com
(213) 633-8200
Top Local Executive:

Jeffrey Gundlach, CEO


Empyrean Capital Partners

empyrean.com
(310) 843-3000
Top Local Executive:

 Amos Meron, Managing Partner, Chief Investment Officer


EP Wealth Advisors

epwealth.com
(310) 601-4346
Top Local Executive:

Kevin Ashworth, Director of Investments


Everett Harris & Co.

everettharris.com
(213) 625-2677
Top Local Executive:

Jim Ward, Chief Investment Officer


Evoke Advisors

evokeadvisors.com
(424) 372-1777
Top Local Executive:

Alex Shahidi, Managing Partner, Co-CIO


Fiduciary Trust International

fiduciarytrust.com
(800) 421-9683
Top Local Executive:

Steven Dukta, Regional Manager


First Quadrant

firstquadrant.com
(626) 795-8220
Top Local Executive:

Max Darnell, Partner, Chairman


First Western Trust

fwcapmgmt.com
(310) 226-8300
Top Local Executive:

Timothy Morphy, Director of Wealth Management, Los Angeles Office


Flaherty & Crumrine Inc.

flaherty-crumrine.com
(626) 795-7300
Top Local Executive:

R. Eric Chadwick, Portfolio Manager, President


Focused Investors

focusedinvestors.com
(310) 734-1200
Top Local Executive:

Bruce Veaco, Portfolio Manager, Analyst


FPA

fpafunds.com
(310) 473-0225
Top Local Executive:

Robert Rodriguez, CEO, Managing Partner


Gamble Jones Investment Counsel

gamblejones.com
(626) 795-7583
Top Local Executive:

Alison Gamble, President

Gerber Kawasaki Wealth & Investment Management

gerberkawasaki.com
(310) 399-6397
Top Local Executive:

Ross Gerber, CEO, President


Glendon Capital Management

(310) 907-0450
Top Local Executive:

Chris Delaney, Partner


Granite Investment Partners

granitepartners-llc.com
(310) 933-4292
Top Local Executive:

Allen Boerner, CEO, President


Griffin Capital Co.

griffincapital.com
(310) 469-6100
Top Local Executive:

Kevin Shields, CEO, Chairman


Guggenheim Partners Investment Management

guggenheimpartners.com
(310) 576-1270
Top Local Executive:

Scott Minerd, Chief Investment Officer


Halbert Hargrove

halberthargrove.com
(562) 435-5657
Top Local Executive:

JC Abusaid, CEO, President


HCR Wealth Advisors

hcrwealth.com
(310) 473-5445
Top Local Executive:

Greg Heller, CEO


Hotchkis and Wiley Capital Management

hwcm.com
(213) 430-1000
Top Local Executive:

George Davis, CEO, Portfolio Manager, Principal


Howard Capital Management

howardcapital.com
(310) 473-9100
Top Local Executive:

David Robinson, President


Huber Capital Management

hubercap.com
(310) 207-8400
Top Local Executive:

Joseph Huber, CEO 

Joel R. Mogy Investment Counsel Inc.

mogy.com
(310) 552-0529
Top Local Executive:

Joel Mogy, President


Kayne Anderson Capital Advisors

kaynecapital.com
(800) 638-1496
Top Local Executive:

Bob Sinnott, Co-Chairman

Kayne Anderson Rudnick Investment Management

kayne.com
(800) 231-7414
Top Local Executive:
Douglas Foreman, Chief Investment Officer, Portfolio Manager

LaSalle Investment Management

lasalle.com
(424) 294-3400
Top Local Executive:
Glenn Sonnenberg, CEO, President

Lido Advisors

lidoadvisors.com
(310) 278-8232
Top Local Executive:
Jeff Garden, Chief Investment Officer

Lindbrook Capital

lindbrookcapital.com
(424) 208-8000
Top Local Executive:
Ben Posen, Principal

Los Angeles Capital Management and Equity Research

lacapm.com
(310) 479-9998
Top Local Executive:
Hal Reynolds, Chief Investment Officer

LourdMurray

lourdmurray.com
(310) 300-9898
Top Local Executive:
Blaine Lourd, Founder, Co-CEO

Main Street Advisors

mainstreetadvisors.com
(310) 392-7607
Top Local Executive:
Paul Wachter, Founder, Chairman, CEO

Mar Vista Investment Partners

marvistainvestments.com
(310) 917-2800
Top Local Executive:
Silas A. Myers, Co-Founder, Portfolio Manager

Mason & Associates Inc.

masonlifeplanning.com
(323) 254-3072
Top Local Executive:
Brent M. Mason, President

Merrill Lynch

ml.com
(213) 627-7900
Top Local Executive:
Jeff Markham, Managing Director, West Division

Mesa West Capital

mesawestcapital.com
(310) 806-6300
Top Local Executive:
Jeff Friedman, Co-Founder, Principal

Miracle Mile Advisors

miraclemileadvisors.com
(310) 246-1243
Top Local Executive:
Brock Moseley, Head of Investment Strategy Group and Risk Management Committee

Morgan Stanley

morganstanley.com
(213) 486-8811
Top Local Executive:
Gregory Laetsch, Managing Director, Complex Manager

Morton Capital Management

mortoncapital.com
(818) 222-4727
Top Local Executive:
Sasan Faiz, Managing Director of Investments

North Pier Fiduciary Management

npier.com
(800) 403-7065
Top Local Executive:
James Scheinberg, Founder, Managing Partner, Chief Investment Officer

Northern Trust

northerntrust.com
(310) 282-3800
Top Local Executive:
Christopher E. Vella, CFA, SVP, CIO

Northwestern Mutual Los Angeles

nm.com
(213) 243-7000
Top Local Executive:
Matthew Plocher, Managing Partner

Nuveen, a TIAA Company

nuveen.com
(310) 712-4000
Top Local Executive:
Jon Bosse, Portfolio Manager

Oaktree Capital Management

oaktreecapital.com
(213) 830-6300
Top Local Executive:
Bruce Karsh, Co-Chairman, Chief Investment Officer

One Capital Management

onecapital.com
(805) 409-8150
Top Local Executive:
Patrick Bowen, President

Pacific Income Advisers

pacificincome.com
(310) 393-1424
Top Local Executive:
Daniel F. Meyer, Managing Director, Portfolio Manager

Paladin Realty Partners

paladinrealty.com
(310) 996-8766
Top Local Executive:
Randall Loker, Managing Director, Chief Investment Officer

Palisades Group

palisades.us.com
(424) 280-7560
Top Local Executive:
Jack Macdowell, Chief Investment Officer

Patterson Capital Corp.

pattersoncapital.com
(310) 556-2496
Top Local Executive:
Joseph Patterson, President, Chief Investment Officer

Payden & Rygel

payden.com
(213) 625-1900
Top Local Executive:
Joan Payden, CEO

Poplar Forest Capital

poplarforestllc.com
(626) 304-6000
Top Local Executive:
Dale Harvey, Founder, CEO, CIO

Post Advisory Group

postadvisory.com
(310) 996-9600
Top Local Executive:
Jeffrey Stroll, Chief Investment Officer

Primecap Management Co.

primecap.com
(626) 304-9222
Top Local Executive:
Theo Kolokotrones, Chairman, Director, Portfolio Manager

RNC Genter Capital Management

rncgenter.com
(310) 477-6543
Top Local Executive:
Daniel Genter, CEO, President, Chief Investment Officer

Rothschild Credit Management

(North America)
rothschildandco.com
(213) 621-3700
Top Local Executive:
Michael Hatley, Managing Partner

Salient Wealth Planning Group

salientwpg.com
(310) 531-1021
Top Local Executive:
John Schlatter, Founding Partner

Sierra Investment Management Inc.

sierrainvestment.com
(310) 452-1887
Top Local Executive:
Kenneth L. Sleeper, Co-Founder, Co-Managing Director, Co-Portfolio Manager

Signature Estate & Investment Advisors

seia.com
(310) 712-2323
Top Local Executive:
Deron McCoy, Chief Investment Officer

SSI Investment Management

ssi-invest.com
(310) 595-2000
Top Local Executive:
George Douglas, Chief Investment Officer, Managing Principal

Summa Group of Oppenheimer & Co.

opco.com/summagroup
(310) 446-7501
Top Local Executive:
Brian Werdesheim, Managing Director, Investments

TCW Group Inc.

tcw.com
(213) 244-0000
Top Local Executive:
Michael Reilly, Group Managing Director, Chief Investment Officer, Equities

UBS Financial Services Inc.

ubs.com
(888) 843-6991
Top Local Executive:
Justin Frame, Los Angeles and Orange County Market Head, UBS Wealth Management USA

U.S. Bank

usbank.com
(213) 615-6300
Top Local Executive:
Eric Freedman, Chief Investment Officer

Wells Fargo & Co.

wellsfargo.com
(213) 614-2707
Top Local Executive:
Michael Ormonde, Region Bank President

Western Asset Management Co.

westernasset.com
(626) 844-9400
Top Local Executive:
Kenneth Leech, Chief Investment Officer

Western International Securities Inc.

wisdirect.com
(310) 846-3700
Top Local Executive:
Donald Bizub, President

Westmount Asset Management

westmount.com
(310) 556-2502
Top Local Executive:
Jim Berliner, Chief Investment Officer, President

Whittier Trust Co.

whittiertrust.com
(626) 441 5111
Top Local Executive:
Sandip Bhagat, CIO

Wilshire Associates Inc.

wilshire.com
(310) 451-3051
Top Local Executive:
Jason Schwarz, COO

Zuma Wealth

zumawealth.com
(310) 456-1302
Top Local Executive:
Terri Spath, Founder

Keep reading the 2022 Money Issue Special Edition.

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