Atala Financial Inc

Shawn Patt is a financial advisor at Atala Financial Inc with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley and City National Bank. Outside of advising, Patt is a professor at UCLA Anderson School of Management, teaching business and finance courses, and is the CEO of Fantasy Clubhouse, a business connecting professional athletes with fans through golf. He is also involved in financial education through authoring textbooks and serving on the CPWA Certification Commission. Atala Financial provides portfolio management, financial planning, and business consulting primarily to individual and high-net-worth clients, as well as institutions such as pension plans and trusts. The firm employs a multi-faceted investment approach combining quantitative, fundamental, technical, and economic analysis, with a focus on discretionary strategies including listed securities, derivatives, and private investments.

Michael Salam is a financial advisor at Atala Financial Inc. based in Los Angeles, CA, holding a Series 65 designation with five years of industry experience. His prior work includes multiple roles at Pacificfront Capital, LLC and Shmellins. Atala Financial provides portfolio management, financial planning, and business consulting primarily to individual and high-net-worth clients, as well as institutional services. The firm employs a multi-faceted investment process combining quantitative, fundamental, technical, and economic analysis, and also advises a private pooled fund with documented due diligence and risk management procedures.