Advisors at this firm
Antoine S
Series 63, Series 65
Beverly Hills, CA
Galliott Capital Advisors, LLC
Antoine Souma is a financial advisor at Galliott Capital Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and JPMorgan Chase. Outside of his advisory role, he serves as a board member of the Lebanese American Foundation and acts as treasurer and resource facilitator for the Los Angeles Sheriff’s Department. Galliott Capital is a family office and investment advisory boutique serving high- and ultra-high-net-worth clients, as well as institutional investors. The firm offers discretionary asset management, financial planning, and multi-family office services, employing a range of investment strategies and third-party sub-advisors to construct tailored portfolios.
Azelia B
Series 66
Beverly Hills, CA
Galliott Capital Advisors, LLC
Azelia Betancourt is a financial advisor at Galliott Capital Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley and J.P. Morgan. Betancourt is also affiliated with Insigneo Advisory Services, where she spends part of her time on portfolio creation and asset allocation. Galliott Capital Advisors is a family office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and private investment vehicles. The firm offers discretionary asset management, comprehensive portfolio management, financial planning, and multi-family office services, constructing tailored portfolios using a wide range of instruments and third-party sub-advisors when appropriate.
Ahsoo A
Series 66
Beverly Hills, CA
Galliott Capital Advisors, LLC
Ahsoo Ahn is a financial advisor at Galliott Capital Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley, J.P. Morgan Securities, and Insigneo Advisory Services. Galliott Capital Advisors is a family office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, and institutional clients. The firm offers discretionary asset management, comprehensive portfolio management, financial planning, and multi-family office services, constructing tailored portfolios using a broad range of instruments and employing third-party sub-advisors when appropriate.
Zenia D
Series 66
Beverly Hills, CA
Galliott Capital Advisors, LLC
Zenia Delgado is a financial advisor at Galliott Capital Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley & Co. and J.P. Morgan Securities Inc. before joining Galliott Capital Advisors. Galliott Capital Advisors is a family office and investment advisory boutique serving high- and ultra-high-net-worth individuals, families, businesses, institutional clients, and private investment vehicles. The firm offers discretionary asset management, comprehensive portfolio management, financial planning, and multi-family office services, constructing tailored portfolios using fundamental and technical analysis across a broad range of instruments.