People Moves

New York Wealth Manager Unveils Orange County Office

Harriet Davies Editor - Family Wealth Report April 11, 2012

New York Wealth Manager Unveils Orange County Office

HPM Partners, a New York-based registered investment advisor, is opening a fourth office, located in Orange Country, CA.

The new office will be headed up by a four-person team, all formerly of Deutsche Bank Private Wealth Management’s operation in Costa Mesa, CA. The group, all financial advisors, is comprised of: Gerald Larr, Douglas McCrea, Stephen Nielander and Craig Wells.

HPM Partners provides investment, wealth planning, tax and private capital finance services. As well as New York and California, it has offices in Chicago, IL and Cleveland, OH.

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