Today on the Alt Goes Mainstream podcast we have a fascinating episode with a wealth management veteran who has transformed his firm into a full fledged asset manager with significant private markets capabilities.
Lorenzo and I had a fascinating conversation that spanned the evolution of wealth management, how advisors are approaching the alts space, how platforms and tech are democratizing access to alts, and Manhattan West’s unique model.
Lorenzo manages Manhattan West’s strategic direction while overseeing day to day operations. He is focused on building the firm using a top-down approach to working with clients across a broad suite of services and investment categories.
Lorenzo is looking to position the firm as a leader in the investment industry serving ultra-high net worth clients, family offices and institutions across the United States.
Lorenzo began his career in financial services at Alliance Bernstein before joining JP Morgan Securities. He launched Manhattan West immediately following his tenure at JP Morgan.
Lorenzo is an avid Philanthropist where he supports numerous causes that benefit underprivileged youth. Active in the community, he is a former Board Member of the Richstone Family Center, the former Board Chair of the Cancer Support Community-Benjamin Center in Santa Monica, and is a former Board Member of the Stroke Association of Southern California.
Thanks Lorenzo for coming on the Alt Goes Mainstream podcast. It was a pleasure to have you on the show.