People Moves
Los Angeles-Based Wealth Manager Surpasses $1.0 Billion AuM, Adds To Team
The firm has achieved a compound annual growth rate of almost 50 per cent in the past five years, it said.
Manhattan West, a Los Angeles-based wealth management and alternative investments firm, has added two senior advisors to its team, helping to rise above a total of $1.0 billion in client assets.
The firm has appointed Orin Winick as managing director and financial advisor, alongside Nicholas Wolf, CFP®, who is joining as executive director and financial advisor.
With expertise in private lending, Winick has decades of experience and extensive industry relationships. Prior to his new role, he held leadership positions at Aspiriant, Barclays, and Merrill Lynch.
Wolf, who has more than a decade of experience in giving advice, specializes in areas including retirement planning, insurance, commercial lending, tax planning, and mortgage lending.
Most recently, Wolf was vice president, relationship manager at Key Private Bank. He also has experience advising clients at other organizations including Morgan Stanley, Citi, and JP Morgan.
Manhattan West has clocked up a compound annual growth rate of 47 per cent in assets under management over the past five years.