AJ is responsible for the oversight and reporting of the complex financial and business affairs of our Family Office Services ultra-high-net-worth client families. He spent nine years at PricewaterhouseCoopers in Los Angeles before joining Manchester Capital in 2023.
AJ received B.S. degrees in Business Administration and Accounting from the University of Southern California. He is a Certified Public Accountant licensed in the State of California and a registered Investment Adviser Representative. AJ lives in Santa Barbara with his wife Lauren. He enjoys traveling, golfing and hiking in his free time.
Additional Certifications: CPA, Series 65
It is once again that most joyous time of year where we step back to take time with our families, reflect on the accomplishments of the year that has...
For ultra high-net-worth (“UHNW”) families, integrating health into wealth planning isn’t optional — it’s essential for legacy,...
Can you invest in a way which is environmentally and socially conscientious while still producing solid returns? ESG—shorthand for Environmental,...
