Grant Tani Barash & Altman, LLC

Kim Ibrahim is a financial advisor at Grant Tani Barash & Altman, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Prior to that, he worked at Grant Tani Barash & Altman, Inc. beginning in 2000. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutional clients. The firm offers bundled business-management services alongside customized investment advice, acting as a multi-family office liaison with a focus on non-discretionary investment recommendations and short-term cash management.

Michael Provenzano is a financial advisor at Grant Tani Barash & Altman, LLC with a Series 65 designation and one year of industry experience. He has been with Grant Tani Barash & Altman since 2018 and previously worked at PricewaterhouseCoopers LLP from 2016 to 2018. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals, pension and profit-sharing plans, trusts, estates, private foundations, corporations, and partnerships. The firm offers bundled business-management services alongside investment recommendations and due diligence, focusing on customized asset allocation and multi-family office liaison roles.

Brent Donovan is a financial advisor at Grant Tani Barash & Altman, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Geneos Wealth Management, Inc. and Hightower Securities. Outside of his advisory role, he is president of MAD Donovan Inc. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutions. The firm offers bundled business-management services alongside customized asset allocation and acts as a multi-family office liaison, providing both investment recommendations and due diligence on third-party managers.

Warren Grant is a financial advisor at Grant Tani Barash & Altman, LLC, holding a Series 65 license with 15 years of industry experience. He has been with Grant Tani Barash & Altman in various capacities since 1992. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals, pension plans, trusts, estates, private foundations, corporations, and partnerships. The firm offers bundled business-management services alongside customized asset allocation and multi-family office liaison work, typically providing non-discretionary investment advice with limited discretionary authority for short-term cash management.

Howard Altman is a financial advisor at Grant Tani Barash & Altman, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004, following prior involvement with Grant Tani Barash & Altman, Inc. since 1992. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and institutional clients. The firm offers bundled business management services alongside customized investment advice, acting as a multi-family office liaison and providing non-discretionary investment recommendations with a focus on asset allocation and short-term cash management.

Corey Barash is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with Grant Tani Barash & Altman, LLC since 2004 and has been associated with Grant Tani Barash & Altman, Inc. since 1992. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm that serves ultra-high-net-worth individuals, pension and profit-sharing plans, trusts, estates, private foundations, corporations, and partnerships. The firm offers bundled business-management services alongside customized asset allocation and acts as a multi-family office liaison, providing integrated custody, trust, and advisory resources through its affiliations within the Hightower group.

Estelle Thrasher is a Series 65-credentialed advisor with Grant Tani Barash & Altman, LLC in Beverly Hills, CA. She has been with the firm since 2011 and has 15 years of industry experience. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and a variety of institutional clients. The firm offers bundled business-management services alongside customized investment advice, acting as a multi-family office liaison with a focus on non-discretionary investment recommendations and short-term cash management.

Zoe Lawrence is a financial advisor at Grant Tani Barash & Altman, LLC with 14 years of industry experience. She holds a Series 65 designation and has been with the firm since 2004. Grant Tani Barash & Altman, LLC is an SEC-registered business management and investment advisory firm serving ultra-high-net-worth individuals and various institutional clients. The firm offers bundled business-management services alongside customized asset allocation and multi-family office liaison work, providing primarily non-discretionary investment advice with limited discretionary authority for short-term cash management.