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Robert W
Series 63, Series 65
Los Angeles, CA
Manhattan West Asset Management, LLC
Robert Wussler is a financial advisor at Manhattan West Asset Management, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Twentieth Television and Finalis Securities LLC. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, and endowments. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, managing over $1 billion in discretionary assets using a fiduciary, client-tailored approach that integrates various investment strategies and asset classes.
Lorenzo E
Series 66
Los Angeles, CA
Manhattan West Asset Management, LLC
Lorenzo Esparza is a financial advisor at Manhattan West Asset Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has been with Manhattan West since 2016. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, managing over $1 billion in discretionary assets through a fiduciary, client-tailored approach that combines multiple investment strategies across various asset classes.
Francois S
CFA®, Series 63, Series 65
Los Angeles, CA
Manhattan West Asset Management, LLC
Francois Schramek is a CFA® charterholder with 10 years of industry experience. He is currently with Manhattan West Asset Management, LLC, where he has worked since 2019, following prior roles at JPMorgan Private Bank, DropTerra Limited, and Pathstone Federal Street. Manhattan West Asset Management serves individual and institutional clients including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis across traditional and alternative asset classes, managing over $1 billion in discretionary assets.
Angelica S
Series 63, Series 65
Los Angeles, CA
Manhattan West Asset Management, LLC
Angelica Spielman is a financial advisor at Manhattan West Asset Management, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Manhattan West Asset Management since 2016. Her prior experience includes roles at Finalis Securities LLC, Fora Travel, and San Diego Jewish Academy. Manhattan West Asset Management serves individual and institutional clients including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, consulting services, and a Digital Asset Advisory Program, employing a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis with strategic asset allocation.
Justin M
Series 66
Los Angeles, CA
Manhattan West Asset Management, LLC
Justin Mccurdy is a financial advisor at Manhattan West Asset Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Manhattan West since 2017, previously working at AdvicePeriod, LLC. Outside of his advisory role, he is president of a summer basketball camp program called ProSkills. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and a Digital Asset Advisory Program. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis across various investment strategies, managing over $1 billion in assets.
Michael G
CFA®, Series 63
Los Angeles, CA
Manhattan West Asset Management, LLC
Michael Galanowsky is a CFA® charterholder based in Los Angeles, CA, with 10 years of industry experience. He is currently with Manhattan West Asset Management, LLC, a firm where he has worked since 2022, and previously spent seven years at One Capital Management. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm employs a fiduciary, client-tailored approach that integrates fundamental, quantitative, and technical analysis with strategic asset allocation across various investment strategies and manages over $1 billion in discretionary assets.
Romello C
Los Angeles, CA
Manhattan West Asset Management, LLC
Romello Crowell is a financial advisor at Manhattan West Asset Management, LLC with one year of industry experience. He has held roles at several firms, including Antimatter and TSM 14, where he also works as an NBA agent and business manager outside of investment advisory. Manhattan West Asset Management provides advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to manage portfolios across public and private markets, offering a range of strategies including venture capital, private equity, and retirement plan consulting.
Michael A
Series 66
Los Angeles, CA
Manhattan West Asset Management, LLC
Michael Allen is a financial advisor at Manhattan West Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets, City National Bank, and Morgan Stanley in various roles over an 11-year period. Manhattan West Asset Management serves individual and institutional clients, including high-net-worth individuals, trusts, retirement plans, endowments, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program, employing a fiduciary approach that combines fundamental, quantitative, and technical analysis with strategic asset allocation across traditional and alternative investments.
Patrick M
CFP®, Series 66
Los Angeles, CA
Manhattan West Asset Management, LLC
Patrick Mcdonald is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He has worked at Manhattan West Asset Management, LLC since 2023 and previously held roles at MAI Capital Management and The AYCO Company, L.P./Mercer Allied. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to construct diversified asset allocations across public and private markets, offering both separately managed accounts and pooled investment vehicles.
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