Shawn Patt is a financial advisor at Atala Financial Inc with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley and City National Bank. Outside of advising, Patt is a professor at UCLA Anderson School of Management, teaching business and finance courses, and is the CEO of Fantasy Clubhouse, a business connecting professional athletes with fans through golf. He is also involved in financial education through authoring textbooks and serving on the CPWA Certification Commission. Atala Financial provides portfolio management, financial planning, and business consulting primarily to individual and high-net-worth clients, as well as institutions such as pension plans and trusts. The firm employs a multi-faceted investment approach combining quantitative, fundamental, technical, and economic analysis, with a focus on discretionary strategies including listed securities, derivatives, and private investments.

Michael Salam is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Atala Financial Inc. and previously worked at Pacificfront Capital, LLC and Shmellins. Atala Financial provides investment management, financial planning, and business consulting primarily for individual and high-net-worth clients, as well as corporations, pension/profit-sharing plans, estates, and trusts. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to construct tailored portfolios and employs active monitoring and mean-variance optimization to align holdings with client goals.