Banyan Tree Asset Management, LLC

Brian Goldberg is a financial advisor with Banyan Tree Asset Management, LLC in Torrance, CA. He holds a Series 66 designation and has 23 years of industry experience. Goldberg has been with Banyan Tree Securities, LLC and Banyan Tree Asset Management, LLC since 2013, serving as owner and principal. Banyan Tree Asset Management is a discretionary fixed-income investment adviser focused on ultra-high net worth individuals and institutional clients. The firm employs an active, credit-oriented investment process and manages portfolios primarily through separately managed accounts and Delaware-structured pooled investment vehicles.

Kenneth Naehu is a financial advisor at Banyan Tree Asset Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Banyan Tree since 2013, serving as a managing director with overall management and supervisory responsibilities. Banyan Tree Asset Management is a discretionary fixed-income investment adviser serving ultra-high net worth individuals and institutional clients through separately managed accounts and pooled investment vehicles. The firm employs an active, credit-oriented investment process and offers distinct fixed income strategies, including core, short-duration, opportunistic, and hedging approaches.

Adam Werthmuller is a financial advisor at Banyan Tree Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup Global Markets Inc. and several other firms. Banyan Tree Asset Management is a discretionary fixed-income investment adviser serving ultra-high net worth individuals and institutional clients. The firm focuses on active, credit-oriented fixed income strategies and manages portfolios on a discretionary basis, often employing leverage when authorized by clients.