Advisors at this firm
Robert W
Series 65
Los Angeles, CA
Manhattan West Asset Management, LLC
Robert Wussler is a financial advisor at Manhattan West Asset Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Manhattan West since 2020. Prior to his current role, he was employed at Twentieth Television from 2012 to 2019. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to construct diversified portfolios across public and private markets, including venture capital, private equity, real estate, and lending investments.
Lorenzo E
Series 66
Los Angeles, CA
Manhattan West Asset Management, LLC
Lorenzo Esparza is a financial advisor at Manhattan West Asset Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Manhattan West since 2016. Prior to that, he spent five years at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm uses fundamental, quantitative, and technical analysis to construct diversified portfolios across public and private markets, including venture capital and private equity strategies.
Francois S
CFA®, Series 63, Series 65
Los Angeles, CA
Manhattan West Asset Management, LLC
Francois Schramek is a CFA® charterholder with nine years of industry experience. He is currently with Manhattan West Asset Management, LLC and has previously worked at JPMorgan Private Bank, DropTerra Limited, and Pathstone Federal Street. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to construct diversified portfolios across public and private markets and offers additional services including financial planning and retirement plan consulting.
Laurence R
CFP®, Series 63, Series 66
Southport, CT
Manhattan West Asset Management, LLC
Laurence Rollins is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently a financial advisor at Manhattan West Asset Management, LLC and has previously worked at Fidelity Investments, Brenton Point Wealth Advisors, Twenty Four Wealth, and Finalis Securities. Rollins serves as Treasurer and Board Member of the Estate Planning Council of Lower Fairfield County. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm uses fundamental, quantitative, and technical analysis to build diversified asset allocations across public and private markets, offering portfolio management, financial planning, retirement plan consulting, and a Digital Asset Advisory Program.
Angelica S
Series 63, Series 65
Los Angeles, CA
Manhattan West Asset Management, LLC
Angelica Spielman is a financial advisor at Manhattan West Asset Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Manhattan West since 2016. Prior to that, she worked in business banking at Chase from 2011 to 2016. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to construct diversified portfolios across public and private markets, managing roughly $1 billion in discretionary assets as of the end of 2024.
Justin M
Series 66
Los Angeles, CA
Manhattan West Asset Management, LLC
Justin Mccurdy is a financial advisor at Manhattan West Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Manhattan West since 2017, following roles at AdvicePeriod, LLC and Morgan Stanley. Outside of his advisory work, he serves as president of a summer basketball camp program. Manhattan West Asset Management offers investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to manage diversified portfolios across public and private markets, including separately managed accounts and pooled investment vehicles.
Chengjing Z
Series 63, Series 66
Los Angeles, CA
Manhattan West Asset Management, LLC
Chengjing Zhang is a financial advisor at Manhattan West Asset Management, LLC with 10 years of industry experience. His prior roles include positions at JP Morgan Private Bank, Citigroup, and Morgan Stanley. He holds Series 63 and Series 66 designations. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to manage portfolios across public and private markets, including long- and short-term trading as well as venture capital and private equity strategies.
Michael G
CFA®, Series 63
Los Angeles, CA
Manhattan West Asset Management, LLC
Michael Galanowsky is a CFA® charterholder with nine years of industry experience. He is currently with Manhattan West Asset Management, LLC and previously worked at One Capital Management. Manhattan West Asset Management provides advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis across public and private markets, managing a variety of strategies including venture capital, private equity, real estate, and lending investments.
Michael A
Series 66
Los Angeles, CA
Manhattan West Asset Management, LLC
Michael Allen is a financial advisor at Manhattan West Asset Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, City National Bank, and Morgan Stanley in various roles from 2013 to 2025. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to manage portfolios across public and private markets, offering a range of strategies including long- and short-term trading, venture capital, private equity, and real estate investments.
Patrick M
CFP®, Series 66
Los Angeles, CA
Manhattan West Asset Management, LLC
Patrick Mcdonald is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He has worked at Manhattan West Asset Management, LLC since 2023 and previously held roles at MAI Capital Management and The AYCO Company, L.P./Mercer Allied. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to construct diversified asset allocations across public and private markets, offering both separately managed accounts and pooled investment vehicles.