HOLIDAY LUNCH SOCIAL
HOLIDAY LUNCH SOCIAL
How Will The Election Results Affect Estate Tax Policy & Capital Markets
How Will The Election Results Affect Estate Tax Policy & Capital Markets
Speed Troikas: Who you need to know in the Chapter
Speed Troikas: Who you need to know in the Chapter
Business Owner & Trusted Advisor Observations and Insights
Business Owner & Trusted Advisor Observations and Insights
Successful Preparation and Sale of Southwest Strategies to Palladium Equity's Heritage Fund
Successful Preparation and Sale of Southwest Strategies to Palladium Equity's Heritage Fund
Chapter Member Mastermind Case Studies
Chapter Member Mastermind Case Studies
EPI Conejo Valley Summer Social
EPI Conejo Valley Summer Social
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Mr. Seetoo is a Partner & Sr VP. with 21 years of experience in developing investment strategies for affluent business owners and high net worth families. Prior to joining Morton Capital Management in August 2007, he served as the Director of Investment Research for Georgina Asset Management, LLC, an SEC Registered Investment Advisor located in Santa Monica, CA from September 2003 until July 2007 and as the Director of Operations from May 2000 until September 2003. Mr. Seetoo began his investment career with Sanford C. Bernstein & Co., Inc. in 1998. Mr. Seetoo is a Chartered Financial Analyst, a member of the CFA Institute and the Los Angeles Society of Financial Analysts. Additionally, Mr. Seetoo is a Certified Exit Planning Advisor, Certified Financial Planner® and a member ProvisorsTM .
Robert began his financial services career in 1998 and founded Heritage Capital Strategies, Inc.(HCS) in 2004. HCS is a boutique consulting firm specializing in life insurance solutions for businesses and high net-worth families. The combination of Robert’s analytical approach and relationship with M Financial has positioned HCS as a top resource for professional advisors and
Melisa Silverman is a Partner in The Founders Group, a Business Transitions firm, and President of Avenue M® Advisors, Inc., a national and international, boutique financial valuation, exit planning and consulting services firm. With more than twenty years of industry, valuation and consulting experience, Ms. Silverman is a dedicated and impartial valuator and consultant who analyzes the numbers, uncovers the truth behind the numbers and tells the financial results of the business so that business owners can decide whether to grow their business or exit from the business.
Lior Temkin is the Lead Partner with SingerLewak’s Tax Practice in the Los Angeles and Woodland Hills offices. He also oversees the firm’s Nonprofit niche practice specialization.