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    • Kara Boccella

      Los Angeles Times· 22 minutes ago

      Kara Boccella, a seasoned wealth manager with a 30-year career, oversees $900M in client assets with a retention rate above 99%.

    • Letitia Berbaum

      Los Angeles Times· 22 minutes ago

      Letitia Berbaum, partner and chief operating officer of The Zandbergen Group, manages $330 million in assets, focusing on "true wealth" strategies and successful exit plans.

    • Mark Steven Demos

      Los Angeles Times· 22 minutes ago

      Mark Demos started his career at Crowe LLP in Michigan after graduating from Michigan State University.

    • Mark Udis

      Los Angeles Times· 22 minutes ago

      Mark Udis, partner at Certuity, specializes in serving individuals and families with significant financial resources, particularly in the family office practice.