SAN FRANCISCO (March 18, 2015) – Bel Air Investment Advisors, LLC (Bel Air), a leading wealth management advisory firm to high net worth individuals, families, trusts and foundations, announced today the opening of its second office as part of its expansion plan that will include several regional office openings. The new office opening in San Francisco, CA is a first step in the company’s overall expansion plan and the first office outside of its headquarters in Los Angeles. The office will be located at 555 Mission Street, San Francisco, CA 94105.
The new office will enable Bel Air to better service its expanding portfolio of Bay Area clients and will enhance its commitment to the needs of high net worth clients in Northern California.
Bel Air’s pioneering founders; Todd Morgan, Darell Krasnoff and Reed Halladay, established Bel Air and oversaw its growth as it to became recognized as one of the nation’s largest independent advisory firms, serving the ultra-high net worth segment of the private wealth market. In opening this office, Bel Air will be positioned to expand its wealth management business and serve clients throughout the state of California.
Darell Krasnoff, currently a Senior Managing Director of the firm, will spearhead the opening of the office in San Francisco.
“The Bay Area is home to perhaps the fastest growth in ultra high net worth individuals in the U.S., if not the world,” said Krasnoff. “We believe our culture of entrepreneurship, independence, objectivity, customization and putting clients first will be well received,” continued Krasnoff.
“We are delighted that Darell will be spearheading this major milestone effort for us as we grow and expand the firm,” said Todd Morgan, Senior Managing Director of Bel Air Investment Advisors.
The new office will be comprised of a team of advisors under Krasnoff’s leadership including Bel Air Vice President, Anup Goel. A highly valued member of the firm, Goel will leverage his knowledge and experience in the tech community to help initiate relationships with and serve entrepreneurs’ investment needs in the Bay Area.
About Bel Air Investment Advisors
Established in 1997, Bel Air Investment Advisors LLC is a leading wealth management advisory firm, providing financial advisory, asset and investment management services to exclusively high net worth individuals, families, trusts and foundations with $20 million or more in investable assets. Headquartered in Los Angeles, Calif., Bel Air services over 300 families across the United States and oversees more than $7 billion in assets, including private foundation relationships. Known for its philanthropic leadership in the community, Bel Air’s professionals serve on a variety of charitable boards. For more information, visit www.belair-llc.com.
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