With Crypto top of mind for many investors, CEO Lorenzo Esparza sat down with Financial Planning to discuss how Manhattan West and other investment firms have been taking steps to increase exposure to crypto for clients. Read on for his take on how the industry is adapting to the cryptosphere.
Founding Partner and Financial Advisor, Angie Spielman firmly believes that all women should strive for financial independence, and during Women’s History Month, there is no better time to tell her story. Featured in Financial Planning, she talks to Justin Mack about her story, the hurdles she has faced as a woman in finance, and how she has excelled in her career.
Manhattan West adds to its diverse leadership team with the promotion of financial advisor Angie Spielman
LOS ANGELES–(BUSINESS WIRE)–Manhattan West, a modern investment firm with a vertically integrated platform of in-house services and investments, is pleased to announce the promotion of Angie Spielman to Founding Partner. An experienced and accomplished financial advisor, Spielman focuses on empowering women to build generational wealth and establish financial independence, especially those who require estate planning guidance or have experienced a major liquidity event, such as a divorce, a spouse’s passing, or the financial tailwinds of a business sale.
“Where I grew up in Latin America, the patriarch typically assumes the role of managing finances for their family, but I grew up seeing my mother manage our family’s finances, inspiring me from an early age to take ownership of my financial health,” said Spielman, who grew up in Panama until moving to the U.S. at age 15. “It is my passion to listen to and to guide women through financial literacy and education as their trusted advisor, helping them navigate the complexities of life events. I am exceedingly grateful for the opportunity to use my skillset and experience to uplift women, empowering them to live their best financial lives every day at Manhattan West.”
In 2016, Spielman joined Manhattan West’s CEO and Founding Principal, Lorenzo Esparza, in breaking away from J.P. Morgan to launch the firm. She has been alongside Esparza as Manhattan West has grown its revenue and assets under advisement by a compound annual growth rate of 81% and 32%, respectively, since the firm’s inception. Spielman provides tailored wealth management services to high-net worth individuals and families, corporations and nonprofit institutions. In her role as Founding Partner, she utilizes her deep experience across the financial services landscape, having held numerous positions in fixed income trading, commercial banking, and private wealth management, to further drive the success of the firm.
Esparza, whose parents immigrated to the U.S. from Mexico before he was born, is committed to building a diverse team at Manhattan West. Spielman, Chief Administrative Officer, Kate Kurz, who joined Esparza and Spielman as they departed J.P. Morgan to launch Manhattan West, and Business Managers, Lauren Adovasio and Elizabeth Campos, are just a few of the women at the forefront of the firm’s bespoke approach to client service by way of its Private Wealth, Business Management, Tax and Alternative Investment verticals.
“Manhattan West wouldn’t be where we are today without Angie. She has been an integral contributor to our growth and a fantastic partner from day one,” said Esparza. “As we celebrate Women’s History Month, I cannot think of anyone more deserving to be acknowledged for her commitment to the financial success of women than Angie. She is truly a role model for everyone and anyone pursuing a career in financial services.”
Spielman began her career in New York at Bloomberg before joining J.P. Morgan Asset Management, supporting their Chief US Economist in the fixed income trading group. Prior to joining Manhattan West, she worked in the Commercial Banking division at Bank of America and J.P. Morgan. Outside of her role at Manhattan West, Spielman is a member of the Finance Committee at the San Diego Jewish Academy.
Manhattan West’s platform of services and alternative investments represents the make-up of a modern investment firm. Providing its private wealth and institutional investor clients access to diversified investments in the form of Private Equity, Venture Capital, Real Estate, Private Debt and Digital Assets, the firm has built a unique platform of investments and services to serve the modern investor.
How can professional athletes and entertainers use NFTs effectively in building out their personal brand? In his latest Forbes article, CEO Lorenzo Esparza lays out five key considerations before creating an NFT strategy.
ICONIQ Capital is now an $89 billion RIA. As they continue to evolve, our Founder and CEO, Lorenzo Esparza was asked to offer his thoughts to Brooke Southall for RIABiz. His view?
“[…] PE backed RIAs get rolled up to capture scale and efficiency. But then these RIAs end up looking like most other RIAs without any real differentiation. […] They begin to look like a UBS or Merrill with the massive infrastructure and corporate red tape. […] In order to differentiate, firms start to move into other areas not traditionally found in an RIA. That is precisely what Manhattan West has done. We are offering a variety of services around the traditional RIA model and adding direct investments. It’s those practices and offerings that make us look different than most other RIAs.”
Managing Director, Francois Schramek, CFA, has traveled to more than 100 countries. In this article featured in InvestmentNews, he shares three unique experiences during his travels that have shaped his perspective on how to better advise our clients in their financial journeys.
Because of his longstanding passion for financial literacy, Executive Director Justin McCurdy often tells clients that “the most important gift they can leave their children is not the assets, or even money, it’s the knowledge of how to manage that money.”
Read more in ETF Trends about Justin’s approach to educating clients on building generational wealth.
Managing Director and Financial Advisor, Tyler Robuck joins Jill Malandrino, a global markets reporter, for a Nasdaq Trade Talks interview. In this brief video, they discuss why every investor should consider alternative assets for their portfolios.
Congratulations to Lauren Adovasio on being quoted in MarketWatch. This Valentine’s Day, it may be wise to consider jewelry insurance, but there is one thing to keep in mind. Before purchasing insurance, clients are encouraged to do a thorough inventory of what they own, particularly with the idea that they may not realize the value of their present pieces.
Congratulations to Elizabeth Campos on being quoted in The Hollywood Reporter.