Milton Greenberg is a Financial Advisor, a Certified Wealth Strategist (CWS®) and one of our team’s investment managers. Providing personalized comprehensive portfolio management solutions for our clients is one of his passions. Milton holds the Certified Investment Management Analyst® certification, administered by Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. With more than 17 years of industry experience Milton gained valuable tools working within risk management at TD Waterhouse and as a financial advisor at Crowell, Weedon & Co. Currently, he resides in Los Angeles where he enjoys spending time with his wife, Michelle.