People who think like allocators, not salespeople.
Manhattan West is built by practitioners — advisers and investors with direct experience managing complex balance sheets and underwriting private market positions alongside clients.
Chief Executive Officer, Founding Principal
Lorenzo Esparza
Lorenzo Esparza, Chief Executive Officer & Founding Principal, draws on his legal, corporate, and financial experience to build the modern version of an investment firm.
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Angie Spielman
Founding Partner, Managing Director
Angie Spielman, Founding Partner & Managing Director, provides tailored wealth management to HNW clients, corporations, and non-profit institutions.
Aram Adajian
Executive Director, Venture Capital
Prior to joining Manhattan West, Mr. Adajian worked across both public and private sectors,...
Bill Ryan
Chief Compliance Officer
Bill Ryan, Chief Compliance Officer, manages all outside regulatory and legal requirements, as well as internal policies.
Blaize Leone
Investment Operations Associate
Prior to Manhattan West, Mr. Leone worked at Morgan Stanley as a registered client service...
Brandon Allen
Executive Director, Financial Advisor
Mr. Allen focuses on holistic wealth management, integrating portfolio construction, asset allocation, and risk...
Bryan Chay
Senior Analyst, Venture Capital
He began his career at Manhattan West as an Alternative Investments Intern before joining...
Calvin Bui
Associate Portfolio Manager
Holding a Bachelor of Science in Finance from California State University, Fullerton, Calvin actively...
Carol Yee
Client Relationship Manager
Carol Yee, Senior Client Associate at Manhattan West, assisting high-net-worth clients and Financial Advisors with inquiries.
DaNeisha Nichols
Senior Director, Asset Management
DaNeisha Nichols, Senior Director of Real Estate, manages all aspects of the firm's real estate operations.
Francois Schramek, CFA
Partner
Francois Schramek, Managing Director, specializes in advising ultra-high-net-worth individuals and families across the globe.
Gabriel Garcia
Chief Financial Officer
Gabriel Garcia is the Chief Financial Officer at Manhattan West where he is responsible for all aspects of the firm’s financial affairs.
James Cotton
Investment Operations Associate
Mr. Cotton began his career in the PEO industry through business development, specializing in outbound...
Jessica Schwartz
Fund Controller
Jessica Schwartz is the Accounting Manager at Manhattan West, responsible for the private equity, venture capital, and private debt groups.
Jim McCoy
Chief Operating Officer
Jim McCoy, Chief Operating Officer, is responsible for managing all operational aspects of the firm.
Justin McCurdy, CFP®
Managing Director, Financial Advisor
Justin McCurdy, Executive Director and Financial Advisor, provides customized wealth management to clients across various industries.
Kaden Funk
Vice President
Kaden Funk is an Associate of Private Equity, involved in market research, investment opportunities, transactions, and portfolio management.
Kate Kurz
Chief Administrative Officer, Founding Partner
Kate Kurz, Chief Administrative Officer and a Founding Partner, oversees all internal functions and client relationships.
Larry Rollins
Managing Director, Financial Advisor
As a Certified Financial Planner (CFP®), Mr. Rollins takes pride in a comprehensive analytic...
Liz Avalos
Office Administrator
Ms. Avalos is a dedicated and detail-oriented professional with over 20 years of experience...
Matt Gibbons
Managing Director
Matt Gibbons, Managing Director of Private Equity, develops investment strategies, manages the portfolio, and determines investments.
Mike Galanowsky, CFA
Managing Director, Portfolio Management
Michael Galanowsky, Managing Director of Portfolio Management, specializes in public equity and fixed income.
Natalie Bullard
Executive Assistant
Natalie Gustafson is the Executive Assistant at Manhattan West where she oversees the daily functions of the operation.
Patrick McDonald, CFP®
Managing Director, Financial Advisor
Patrick McDonald, Managing Director – Financial Advisor, provides financial planning services to executives and high-net-worth clients.
Rob Wussler
Executive Director, Financial Advisor
Rob Wussler, Executive Director and Financial Advisor, provides tailored wealth management services high-net-worth private clients.
Simone Ysaguirre
Client Service Associate
She began her career in financial services as a Client Service Associate and Credit...
Tera Singh, MSHR
Human Resources Business Partner
Tera Singh is a Human Resources Business Partner at Manhattan West, where she manages HR functions for the firm and supporting stakeholders.
Terry Tsolakis
Client Service Associate
Before joining Manhattan West, Terry spent over fifteen years at Wells Fargo Advisors, where...
Tiffany McGuirk
Director of Operations
Mrs. McGuirk has almost 30 years of client service and operations experience on both...
Tiffany Sum
Client Service Associate
She began her career with an early opportunity at a hedge fund, where she...
Vik Sasi
Chief Strategy Officer
Vik Sasi, Chief Strategy Officer, manages corporate strategy, business development, partnerships, strategic investments, and acquisitions.
Yolanda Hirang
Controller
Yolanda Hirang, Real Estate Controller at Manhattan West, manages real estate financial operations, investments, and regulatory compliance.
The right conversation starts here.
Whether you are evaluating a wealth management relationship or assessing private market access, speak directly with the team.