As the founder and leader of the team at Westside Wealth Management of Raymond James, Seth strives to deliver upon the promise of prudent risk management to the team's clients each and every day.
Seth’s perseverance and intellectual curiosity are infused in his work as a financial advisor and portfolio manager. His body of work is defined by his understanding and implementation of valuation and correlation analysis to drive the process of risk management, asset allocation and manager selection for each and every client. His passion, plain and simple, is to truly make a difference in the lives of his clients and friends by helping them achieve their goals.
Seth is a sought-after commentator within the media, and he and his team have been featured in the news. He has been written up in the LA Times, and his team has been recognized for his development of globally diversified liquid alternative models from Wealth & Financial International.*
Seth began his career in financial services in 1984 while still in business school with a concentration in finance at the University of Nevada – Reno. Upon graduation, he moved directly into portfolio management for individuals and small institutions, which is still a specialty. Seth joined Raymond James in 2015, with Luke, after working for such firms as UBS, Merrill Lynch, Bear Stearns, Oppenheimer and Donaldson Lufkin & Jenrette. Seth leads all aspects of the portfolio management process and investment manager due diligence.
Hailing from New York, where he was raised in addition to Lake Tahoe, Nevada, Seth has made Brentwood, Los Angeles, his home with his wife, Vikki, and their two daughters, Leah and Samantha. Outside of the office, he enjoys training for fitness and is a former nationally ranked ski racer, sailor (winner of Transpac 2001), martial artist (third-degree black belt) and weight lifter. When he can, he still enjoys skiing, sailing and training in the martial arts, specifically Shaolin Kempo.
*Wealth & Finance INTL's Alternative Investment Awards 2016 Awarded Westside Wealth Management of Raymond James Global Leader in Diversified Liquid Alternatives Source: “Wealth & Finance INTL's Alternative Investment Awards 2017,” April, 2016. Wealth & Finance INTL is part of AI Global Media Ltd. The awards are based on data provided by more than 3,000 peers within the alternative investment community and include qualitative and quantitative criteria of 16 businesses. Items that relate to quality of practice include businesses/individuals with acceptable compliance records, quality of work, charitable work, services offered and detail of client retention. Quantitative criteria may include details of assets under management and varying types of revenues produced. Investment performance is not an intrinsic consideration as many parties do not have audited results and as performance figures are often influenced by clients' risk tolerance. Our awards may not be representative of any single client's experience, are not an endorsement nor indicative of any business' future performance. No award winners pay a fee in exchange for winning any award/ranking. AI Global Media are owned by Blakenhall Media Ltd and not affiliated with any other businesses.