Built Exclusively for Wealth

Bel Air Investment Advisors pioneered the independent wealth management model to serve the specific needs and interests of wealthy individuals, families, and foundations. The firm was built on a set of client-centric core beliefs which we continue to operate by today.


Interests aligned with our clients, providing comprehensive transparent advice.


Decades of experience advising wealthy families and investing across generations.

Highly Customized

A high advisor-to-client ratio and our senior level advisors are the ones doing the work.

Social Responsibility

Supporting our clients in their belief that we all bear a responsibility to our communities.

Wealth management is so much more than a portfolio.

Our clients have needs that extend past their portfolios and Bel Air is built to service those needs minimizing conflict and additional fees. Through trusted partners, we curate meaningful value-added services.

Pre-Liquidity Planning

Trust Services & Estate Planning Strategy

Mortgages, Lines of Credit, Portfolio Lending, Art Financing, etc.

Philanthropic Strategy and Management

Current & Future Tax Consideration

Next Generation Preparation and Education

Investment Advisors

Todd Morgan

Chairman & CEO

Reed E. Halladay

Senior Managing Director

Darell L. Krasnoff

Senior Managing Director, SF

Andrew D. Palmer

Senior Managing Director

Ronald J. Silverman

Senior Managing Director

Jack R. Suzar

Senior Managing Director

David Sadkin


Supriya Batra

Senior Vice President, SF

Eric S. Bright

Senior Vice President

Jake Halladay

Senior Vice President

Josh Markman

Senior Vice President

Kevin W. Philip

Senior Vice President

Stephanie Withers

Senior Vice President, SF

Dillon Christensen

Vice President

Tomas I. Garibaldi

Vice President

Heather Wald

Vice President

Investment Managers

Barnaby Audsley

Research Associate

Arun Bharath, CFA, CAIA

Chief Investment Strategist

Craig Brothers

Senior Portfolio Manager & Co-Head, Fixed Income

Rich Freilich

Head of Equity Trading

Barry HoAire

Portfolio Manager & Co-Head, Fixed Income

Aaron D. Jett, CAIA

Vice President, Global Equity Research

Carl Ludwigson, CFA, CQF

Director of Manager Research

Phillip Millspaugh

Portfolio Analyst & Trader, Fixed Income

Management & Administration

Deborah Dana

Senior Vice President, Operations & Advisory Support

Jane Eagle

Chief Financial Officer

Andrew J. Dunbar

General Counsel, Chief Compliance Officer

Tyler K. Kelley

Managing Director, Chief Operating Officer

Drew Stanford

Trust & Estate Strategist

We host conversations.

Created by Bel Air to deliver engaging and thought-provoking talks on a wide variety of topics, Conversations has featured discussions ranging from conservation and philanthropy to entrepreneurship and wealth management. Bel Air has attracted business leaders, entrepreneurs, and community stewards, all committed to sharing wisdom, insights and creativity to Bel Air, its clients, and community. Our guests have included notable TV personalities, environmental experts, health visionaries, and heads of state.

Larry King, Emmy and Peabody Award-winning host and media innovator

Russ Mittermeier, Vice Chairman of Conservation International and renowned conservationist

Yune Yen, M.D., Ph.D., City of Hope staff physician and medical oncology researcher

Matthew Bishop, US Business Editor and New York Bureau Chief, The Economist

David Gooding, President and Founder of world famous Gooding & Company auction house

Latest News

Los Angeles
1999 Avenue of the Stars, Suite 3200
Los Angeles, CA 90067
(310) 229-1500

San Francisco
555 Mission Street, Suite 3325
San Francisco, CA 94105
(415) 229-4940