Mr. Wahl works closely with the Manhattan West management team and client base to provide dedicated investment, banking, and lending support.
Mr. Wahl has extensive experience and has held various roles in client service, regulatory compliance, and financial consulting with an emphasis on financial planning and alternative investments. Prior to joining Manhattan West, he worked for several large independent investment firms and at UBS Private Wealth Management.
Originally from Seattle, Mr. Wahl earned his Bachelor of Arts degree in Marketing Communication from California Lutheran University. He recently obtained a Certificate in Financial Planning from UCLA and is a CFP® professional. He has also passed the Series 7, 63, 65, and SIE securities exams. Outside of work, he is currently studying Spanish to surprise his in-laws with his improving conversational skills every time he visits one of his favorite places to travel – Mexico.
