Larry lives and works by two principles - to always put the client's interests first and to be honorable in all his business endeavors. These rules have guided his career for more than three decades, enabling him to earn the trust and respect of his clients and team members, and to develop and implement effective financial strategies.
As Senior Vice President of Investments at the Global Wealth Solutions Group of Raymond James, Larry offers assistance in an array of financial strategies, including family office services and intergenerational wealth transfer, private banking, lending, investment management, estate planning and trust services, and executive financial services.
Primarily working with owners of privately held businesses or founders and executives of publicly traded companies, Larry utilizes his extensive wealth management experience and robust knowledge to advise clients. When he's positioned at the center of liquidity events, he is able to guide entrepreneurs and wealth creators before, during, and after events such as initial public offerings, mergers and acquisitions, and sales - helping clients capitalize on time-sensitive and complex opportunities. Working closely with investment banking teams, Larry quarterbacks long-term relationships to develop a cohesive strategy for clients. He also shares expertise in executing large block equity and option transactions, restricted securities, tax minimization strategies, as well as technical analysis.
Before joining Raymond James, Larry was co-founder of The Wilshire Group at Citi Family Office, a team servicing ultra-high-net-worth individuals and their families. He began his career in 1987 as an investment advisor at Lehman Brothers, and would go on to work for Morgan Stanley Private Wealth Management and Merrill Lynch Private Bank.
Larry earned his Bachelor's Degree in Business from Pace University in New York City. He is a wine and automobile enthusiast, and is passionate about the biotech industry and finding a cure for cancer. Born in Brooklyn, New York, Larry lives with his wife, Charmaine, in Sherman Oaks, California.