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44 LOS ANGELES BUSINESS JOURNAL – CUSTOM CONTENTAUGUST 10, 2020LEADERS OF INFLUENCE: WEALTH MANAGERSJEREMY DICKERHAYLEY DICKSONFinancial AdvisorNorthwestern MutualManaging PrincipalAvitas Wealth ManagementPresident / CEOGerber Kawasaki Wealth and InvestmentASSETS UNDER MANAGEMENT: 246,500,000ASSETS UNDER MANAGEMENT: 10 MILLIONASSETS UNDER MANAGEMENT: 9OO MILLIONASSETS UNDER MANAGEMENT: 124 MILLIONFounder and CEOOne Wealth ManagementJeremy P. Dicker found his career inwealth management at the young ageof 17. Now, 26 years in the business, hecontinues to add tremendous value to hisclients, advisors, and staffs personal, professional, and financial lives. In 2012, Dickerfounded One Wealth Management with thesole intention to bring more value to hiscurrent and future client base, by expandingthe day-to-day financial services he hadalready provided. His vision has always beento help clients by implementing comprehensive financial planning and asset management strategies, within an ultra-hightouch environment. He is acutely aware ofputting people first. He has said that, “Themost important thing we can do to make adifference in people’s lives is to treat themwell.” That simple yet powerful credo hasguided his financial services career for thepast 26 years.Hayley Dickson seeks to help clientsun-learn shame, fear, and paralysis whenit comes to their financial reality. Sherealizes that even among highly educated groups, members of our communitieshave too long gone without the importantresource of a sound financial education. Anadvocate for women, persons of color, andthe LGBTQ community, Dickson viewsfinancial planning as a means of empowerment for her clients. She is the founderof the HER Series, a platform that bringstogether influential, dynamic and impactfulLos Angelina women for the purpose ofmutual empowerment. Dickson shares herinsights on panels, in workshops, and acrossdigital media in Los Angeles and throughoutthe nation. As a financial coach, advocateand ally for the underserved, she’s challenging the status quo of the industry, which hasgenerally been focused on the privilegedelite.RUSSELL EVANSRussell Evans is the managing principal ofAvitas Wealth Management. He beganhis career as a financial advisor at MerrillLynch in 1992 where he began to form theteam that is now Avitas Wealth Management. While at Merrill Lynch, he craftedhis own equity investment strategies andbegan managing clients’ stock portfolios,which he continues to do today. The entireteam was recruited to UBS Financial in2009. In 2017, Evans and his partners started Avitas Wealth Management, an independent Registered Investment Advisory firm,which has grown to 12 professionals managing nearly 1 billon in client assets. As themanaging principal of Avitas Wealth Management, Evans oversees day-to-day businessoperations. Avitas Wealth Management isa boutique asset management and wealthadvisory firm serving institutions and selectmultigenerational families. Evans is also thelead portfolio manager of the firm’s equitystrategies.ROSS GERBERRoss Gerber oversees Gerber Kawasaki’scorporate and investment managementoperations and serves individual clients.He is a frequent guest on CNN, CNBC, FoxBusiness News, Bloomberg, Yahoo Finance,TD Ameritrade, Newsweek and Reuters. Heis also a contributing writer for Forbes.com.He is known for his long-lasting accomplishments in the financial industry as wellas for his commitment to diversity in thework place aiming at improving the lives ofestablished families and young professionals.His firm serves over 6,000 clients, mostly inthe Los Angeles area. He is also an activemember of the community by engaging inand promoting many local charities andinitiatives. Unlike several financial advisorswho only seek out high net worth investors,Gerber has a solution for experienced investors seeking independent advice or first-timeinvestors looking to build a financial plan.Congratulations to our friends andcolleagues, Edward Moyzes, HayleyDickson, and James Verzino, forbeing selected among the “TopWealth Managers” in Los AngelesEdward Moyzes, MAcc, CLU , CFP Chief Executive OfficerStrategic View Advisorswww.strategicviewadvisors.comHayley Dickson, CFP Financial AdvisorNorthwestern Mutual West Los Angeleshayleydickson.nm.comJames VerzinoManaging DirectorNorthwestern Mutual Los Angeleswww.jamesverzino.comNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with longterm care benefits) and its subsidiaries. Hayley Wadsworth Dickson, Edward Moyzes, and James Verzino are Insurance Agents of NM and Northwestern Long Term Care InsuranceCompany, Milwaukee, WI, (long-term care insurance) a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiaryof NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org).041-51 WealthMgmntSUPP.indd 448/6/20 10:55 AM

CUSTOM CONTENT – LOS ANGELES BUSINESS JOURNAL 45AUGUST 10, 2020Pivot to the NewMarket EnvironmentNo matter if it’s navigating cash flow, re-allocating your retirement portfolio, or making sure you’ve adaptedto the shifting tax laws, 2020 brought challenges and opportunities for how you build your wealth and yourinvestments—especially if you’re a business owner.If you’re looking for a wealth advisor for investments, tax, estate planning, and even your business, talk to oneof EP Wealth’s award-winning advisors.Brian Parker, CFP Co-founder, Co-managing Director2020, 2019, 2018 recipient of LABJ’sWealth Management Influencer of the YearDerek Holman, CFP , AIF Co-founder, Co-managing Director2020, 2019, 2018 recipient of LABJ’sWealth Management Influencer of the YearRyan Serrecchia, CFP Executive Vice President and Partner2020, 2019, 2018 recipient of LABJ’sWealth Management Influencer of the YearCall Today: 424-383-6845Invest in what’s importantEP2002LABJ ad r02.indd 1006-66 labj20200810.indd45www.epwealth.com7/30/209:48 PM7/31/204:28 PM

46 LOS ANGELES BUSINESS JOURNAL – CUSTOM CONTENTAUGUST 10, 2020LEADERS OF INFLUENCE: WEALTH MANAGERSGREGORY HELLERFounder/CEOHCR Wealth AdvisorsCo-founder & Managing DirectorEP Wealth AdvisorsDEREK HOLMANBRIAN D. HOLMESPresident & CEOSEIAManaging Partner & Director of Wealth ManagementGerber Kawasaki Wealth and InvestmentASSETS UNDER MANAGEMENT: 1,100,000,000ASSETS UNDER MANAGEMENT: 500 MILLIONASSETS UNDER MANAGEMENT: 802,483,197ASSETS UNDER MANAGEMENT: 125 MILLION After starting his career at a brokeragefirm, Greg Heller founded HCR WealthAdvisors based on core company principles that still support the company today.Established in 1988, the firm has spentdecades earning a reputation for objectivityand empathy in the financial planning andinvestment management space. By providingtruly independent comprehensive services,underpinned by extensive experience anda commitment to cultivating lifelong relationships with clients, HCR has provenitself as an exceptional advisor in both lifeand wealth. His entrepreneurial acumenhas steered the phenomenal growth of thecompany over the last 30 years, from atwo-person, family-operated financial servicesboutique to a multi-faceted, SEC RegisteredInvestment Advisory firm managing over abillion dollars. Under his leadership, HCRhas expanded the client roster to includemany high net worth individuals in theentertainment, sports and technology sectors.Derek Holman, CFP, AIF is a ManagingDirector and Co-founder of EP WealthAdvisors. After working for two separateWall Street firms over 20 years ago, Holmanand co-founder Brian Parker quickly realizedthe conflicts of interest in the industry andknew there was a better way to serve clients.They started their own RIA in 1999 andhave been serving clients with personalizedadvice ever since. Holman specializes incomprehensive investment, tax, estate, andretirement strategies for his clients. He manages 500 million of EP Wealth’s over 7 billion in client assets. He has helped lead thefirm through five acquisitions in the last year,totaling over 1.4 billion in new assets. Thedeals launched EP Wealth into three newgeographies (Phoenix, Dallas, and Chicago),and expanded its existing presence throughout the west coast.Brian D. Holmes, is the President andCEO of SEIA, which, along with itsaffiliates as of June 30, 2020, manages 11.5 billion of assets. Holmes is one ofSEIA’s four founding partners, who haveshared over two decades of teamworktogether and he currently sits on SEIA’sinvestment committee. He has been inthe investment management business forover 35 years, maintaining a successfulindependent private practice with his teamfor over 300 clients. He is a past member ofthe Schwab Institutional Advisory Boardand served on the UCLA Department ofEconomics Board of Visitors to enhance thecurriculum of the Business Economics major.Many notable clients, executive groups,corporations, and universities have retainedhim for lectures, including guest lecturesin UCLA’s undergraduate Economics andInvestment classes.MATTHEW IANTOSCAMatt Iantosca was hired by Ross Gerber,President and CEO of Gerber Kawasaki at the age of 23, right in the middleof the 2008 financial crisis. Fast forward12 years and Iantosca, a CFP professional,now manages over 125 million for 250households. Iantosca displays a tremendouspassion for always putting his clients’ interests first. Initially, his business was built onan astute observation: he noticed that manydivorced or widowed women had no one tolook after their finances. His retired or nearly retired clientele were naturally drawn toIantosca’s patient explanations, non-sales-ystyle, and his seemingly inexhaustible attention to detail. Clients quickly learned howhard Matt worked and how deeply he caredfor them. “I just do for my clients what Iwould do for my own family,” he observed.AMIT JOSEFMICHELLE KATZENDANILO KAWASAKIVice-President and COOGerber Kawasaki Wealth and InvestmentJOHN KRAMBEERASSETS UNDER MANAGEMENT: 900 MILLIONManaging DirectorHCR Wealth AdvisorsASSETS UNDER MANAGEMENT: 1,100,000,000ASSETS UNDER MANAGEMENT: 90 MILLIONASSETS UNDER MANAGEMENT: 1,017,216,978Manager of Planning & Wealth OrganizationAvitas Wealth ManagementAmit Josef is the manager of planning andwealth organization at Avitas, whichalign with his passion and strength inbuilding long lasting and trusting relationships. Josef strives to be involved in everyaspect of a clients’ financial life, providingthe best advice for each specific situation. He gets the most satisfaction fromhelping families work through complexsituations, including both financial successand occasionally uncomfortable conversations, that lead to actionable real results.Having worked with over 1,000 differentfamilies from across the United States, Josefis uniquely positioned to assist to providesound advice whatever the circumstancesmay be. Josef has a commitment to serviceand is an active member of the No KillAnimal Shelter and Friends of the IsraeliDefense Force.041-51 WealthMgmntSUPP.indd 46Michelle Katzen has over a decade ofexperience in the financial servicesindustry. Prior to joining HCR, sheserved as an interest rate derivatives traderat Union Bank and as a financial advisorat UBS. She was also a capital markets specialist at Toyota Financial Services, whereshe was on the groundbreaking team whowas responsible for issuing the world’s firstgreen bond in 2014. The 1.75B bond’s netproceeds were used to finance new Toyotaand Lexus gas-electric hybrid vehicles andvarious other green initiatives. After developing her remarkable track record in sociallyresponsible investments, Katzen has broughtthat expertise to HCR Wealth Advisors,and has helped to increase the amount ofalternative investments we use for clientportfolios. She continues to keep her fingeron the pulse of relevant financial trends andeducates herself and the team on emergingissues.Danilo Kawasaki oversees complianceand the day-to-day general supervisionof Gerber Kawasaki Wealth and Investment Management Inc. Additionally, heis a member of the Gerber Kawasaki Boardof Directors and the Investment SelectionCommittee. Kawasaki has been recentlyrecognized by Investment News as one ofthe 2018 top 40 Financial Advisors under40 years of age. His career contains manyaccomplishments in the financial industryand he is also known for his commitmentto diversity in the workplace. His firm has astaff of 34, and jointly, the company speakseight different languages. This providesGerber Kawasaki the opportunity to addressthe needs of the diverse community of LosAngeles. Gerber Kawasaki employs Braziliannationals and serves over 6,000 establishedfamilies and young professionals, mostly inthe Los Angeles area. Gerber Kawasaki alsostrives to be an active member of the community by engaging and promoting manylocal charities and initiatives.Founder & PartnerCamden CapitalKrambeer has had many notable accomplishments throughout his career andhas been recognized by some of the toppublications in the United States. A greataccomplishment of Krambeer can be seen inhow he has navigated the market volatilityin 2020 through the hands of COVID-19.To date, Krambeer has not lost any clientsin 2020, nor has the firm as a whole. Krambeer has taken this unprecedented environment in the markets as an opportunity toprove the strength of his clients’ portfolios,strengthen communication with his clientsand discuss how he has positioned theirportfolios to be prepared for volatile marketssuch as these. Krambeer’s leadership abilityboth professionally within the organizationand in the business community has beenbuilt on the value he places in the relationships that he builds with employees, colleagues, business leaders across the industry.8/6/20 10:55 AM

CUSTOM CONTENT – LOS ANGELES BUSINESS JOURNAL 47AUGUST 10, 2020LEADERS OF INFLUENCE: WEALTH MANAGERSGREGORY KUSHNERALEV LEWISSARAH LEWISBRUCE MANDELChairman and Chief Executive OfficerLido AdvisorsManaging Director, PartnerAcacia Wealth AdvisorsManaging DirectorMiracle Mile AdvisorsPresident & CEOOakwood Capital Management LLCASSETS UNDER MANAGEMENT: 1,288,032,522ASSETS UNDER MANAGEMENT: 590 MILLIONASSETS UNDER MANAGEMENT: 250 MILLIONASSETS UNDER MANAGEMENT: 476,443,810lev Lewis is a managing director, partnerand co-founder of Acacia Wealth Advisors, an independent multi-family office.She has more than 30 years of experience inaccounting, investment, financial and taxplanning. Lewis delivers comprehensive,sophisticated wealth management advice toa diverse group of clients, including businessowners, entrepreneurs, ultra-high-net-worthindividuals and their families. She is passionate about working with clients whoselives, and thus, finances are generally complex. She takes the time to understand herclients’ unique needs and helps them crystallize and achieve their financial objectives.Her multidisciplinary background allows herto deliver integrated advice in the areas offinancial, investment, tax and philanthropicplanning. As a fiduciary, she always put clients’ interests first. Because of that, she hasenjoyed long-term relationships with herclients that span several decades.fter over 30 years in the financial services industry holding senior positionswith top firms in New York, Paris, Osloand Amsterdam, Sarah Lewis and AequitasWealth Management joined forces withMiracle Mile Advisors. Returning to theU.S. from France in 2006, Lewis took thepulse of where investors were underservedand created a business plan that gave birthto Aequitas Wealth Management. Thevision was to create a company designedfrom the bottom up to enhance the healthof their clients’ overall wealth, not just theirinvestment portfolios. While such concierge-style service is typically only availableto the private bank elite, Lewis focuses onwomen who are heads of their household,senior professionals, and business ownerswho appreciate personal attention. Lewis isalso a Certified Fraud Examiner.Gregory Kushner founded Lido Advisorsin 1999 with the goal of ensuring thathis clients are “fiscally fit” in all areasof their lives. Besides his responsibilitiesas CEO, Kushner oversees all investmentsand strategy for many ultra-high-net-worthinvestors and family offices. He has led thefirm’s growth from 1.594 billion AUM atthe end of 2017 to over 5.8 billion of AUMby June 2020. Part of this growth can beattributed to utilizing investment strategiestypically only available to the wealthiestfamilies. As chairman and CEO, Kushnerset ambitious goals for Lido Advisors toincrease assets under management and ledthe way by bringing on ultra-high-net-worthfamilies and creating strategic partnershipswith custodians. Lido grew from 3.5 billionin January 2019 to around 5.3 billion inAUM by year’s end, a feat that landed thefirm on more than one prestigious list inthe press.AABruce Mandel co-founded Oakwood in1998, and in addition to serving as president and chief executive officer, he alsochairs the Investment Policy Committeeand co-manages the firm’s global investmentstrategies. His other primary responsibilitiesare directing the firm’s business activitiesand strategic direction, mentoring theyounger employees and growing the firm’sprofitability. He excels at developing consultative relationships with clients and helpingthem with their estate planning and otherwealth management needs. Prior to startinghis career in the investment industry, Mandel gained broad entrepreneurial and business experience in the real estate, import/export and restaurant industries. His interestin real estate continues to this day. Mandelis a member of the CFA Institute and theLos Angeles Society of Financial Analysts,and he holds the Series 65 along with several other FINRA security licenses.It takes hard work, tenacity andpassion to become the kind ofleader others want to follow.Acacia Wealth Advisors is honored to congratulateAlev Lewis, Managing Director and Partner,on being named one of Los Angeles BusinessJournal’s Most Influential Wealth Managers.Alev’s entrepreneurial mindset, team spirit, anddedication to her clients and philanthropy make hera true leader in both our industry and community.245 SOUTH BEVERLY DRIVE, BEVERLY HILLS, CA 90212OFFICE: (310) 246-0560 ACACIAWEALTH.COMSecurities offered through HighTower Securities, LLC member FINRA/SIPC.HighTower Advisors, LLC is a SEC registered investment advisor.041-51 WealthMgmntSUPP.indd 478/6/20 10:55 AM

48 LOS ANGELES BUSINESS JOURNAL – CUSTOM CONTENTAUGUST 10, 2020LEADERS OF INFLUENCE: WEALTH MANAGERSBROCK MOSELEYEDWARD MOYZESMICHELLE NGUYENManaging DirectorFirst Foundation AdvisorsPresident and Senior Managing DirectorLido AdvisorsASSETS UNDER MANAGEMENT: 1,247,468,444ASSETS UNDER MANAGEMENT: 340 MILLIONASSETS UNDER MANAGEMENT: 120 MILLIONASSETS UNDER MANAGEMENT: 2,004,828,393(TEAM AUM)Managing PartnerMiracle Mile AdvisorsBrock Moseley has over 20 years of professional experience in the financialindustry and serves as the head of Miracle Mile Advisors Investment Committeeand Risk Management Committee. Moseleystarted Miracle Mile Advisors in 2007 and,just months into venturing off on his ownand founding a new company, the recessionhit. He soon found that financing a newf

Aug 10, 2020