Advisors at this firm
Randall R
Series 63, Series 65
Los Angeles, CA
Decca Private Wealth Management, Inc.
Randall Rubin is a financial advisor at Decca Private Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Barnes & Company Investment Counsel and Britehorn Securities. Outside of his advisory role, Rubin is involved with Umergence LLC, a broker-dealer through which he dedicates a significant portion of his time. Decca Private Wealth Management offers discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and business entities. The firm utilizes Modern Portfolio Theory in its investment process, employs sub-advisors and derivative strategies when appropriate, and serves a small client base with personalized portfolio reviews and rebalancing.
Ryan H
Series 63, Series 65
Austin, TX
Decca Private Wealth Management, Inc.
Ryan Holland is an advisor at Decca Private Wealth Management, Inc. in Austin, TX, holding Series 63 and Series 65 licenses with no prior industry experience. He also works in corporate development at Baird Augustine, advising companies on corporate structure and marketing in a non-investment capacity. Decca Private Wealth Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and business entities, with additional retirement-plan advisory services. The firm employs Modern Portfolio Theory in its investment process and utilizes sub-advisors, options, derivatives, and margin lending when appropriate.
Jon L
Series 63, Series 66
Austin, TX
Decca Private Wealth Management, Inc.
Jon Lo Presti is a financial advisor at Decca Private Wealth Management, Inc. in Austin, TX, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior roles include positions at Morgan Stanley, JPMorgan Securities, and involvement with a short-term investment fund. Outside of his advisory work, he serves as president of a family holding company. Decca Private Wealth Management offers discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, and business entities, with services including ERISA 3(21) retirement-plan advisory and management of held-away participant accounts. The firm applies Modern Portfolio Theory and may use sub-advisors, options, derivatives, and margin lending, serving a small client base with approximately $1.85 million in discretionary assets under management.
