Brian Goldberg is a financial advisor with Banyan Tree Asset Management, LLC in Torrance, CA. He holds a Series 66 designation and has 23 years of industry experience. Goldberg has been with Banyan Tree Securities, LLC and Banyan Tree Asset Management, LLC since 2013, serving as owner and principal. Banyan Tree Asset Management is a discretionary fixed-income investment adviser focused on ultra-high net worth individuals and institutional clients. The firm employs an active, credit-oriented investment process and manages portfolios primarily through separately managed accounts and Delaware-structured pooled investment vehicles.

Kenneth Naehu is a financial advisor at Banyan Tree Asset Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banyan Tree since 2013, following a 12-year tenure at Bel Air Investment Advisors LLC. Banyan Tree Asset Management specializes in discretionary fixed income investment management for ultra-high-net-worth individuals and institutional clients, employing active, fixed-income-focused strategies that incorporate credit analysis, duration and sector positioning, and macro and spread analysis. The firm manages over $1 billion in fixed income assets with a small advisory team and operates affiliated entities including a registered broker-dealer and a fund-management affiliate.

Adam Werthmuller is a financial advisor at Banyan Tree Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup Global Markets Inc. and several other firms. Banyan Tree Asset Management is a discretionary fixed-income investment adviser serving ultra-high net worth individuals and institutional clients. The firm focuses on active, credit-oriented fixed income strategies and manages portfolios on a discretionary basis, often employing leverage when authorized by clients.