Marketplace: Todd Morgan was featured in the article, “Snap’s IPO creates a new class of young money.”
“Snap’s IPO creates a new class of young money”, by Reema Khrais, Marketplace.
Todd Morgan, chairman of Bel Air Investment Advisor in Los Angeles, said his firm is already in talks with some Snap employees. He said because many new tech millionaires come from the start-up culture, the first thing they want to do with their new money is risk it.
“They might sprinkle it around in 10 different deals, maybe put $50,000 in a deal, hoping that one of them will be the next Facebook,” explained Morgan, who helps clients manage their wealth.
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“Watching Your Wealth: What Are The Rich Investing In?”, by Veronica Dagher, The Wall Street Journal. The rich are selling stocks. What are they buying? Celebrity money manager Todd Morgan, CEO of Bel Air Investment Advisors, joins Veronica Dagher to...read more
Forbes: David Sadkin was featured in the article, “Your Investment Guide For The Second Half of 2016: 11 Best Funds To Buy”
“Your Investment Guide For The Second Half of 2016: 11 Best Funds To Buy,” by Ky Trang Ho, Forbes. 1. SPDR S&P Dividend ETF (SDY) By David Sadkin While this summer is likely to see an uptick in volatility, there are reasons to be cautiously...read more
Financial Advisor: Darell Krasnoff and Stephanie Withers are featured in the article, “Technology Boom”
“Technology Boom,” by Jerilyn Bier, Financial Advisor. Two years ago, Darell Krasnoff, a founding member and a senior managing director with Los Angeles-based Bel Air Investment Advisors LLC, moved to the Bay Area to open and manage its San Francisco...read more
“Survivors’ welfare is a public, private and community responsibility,” by Mark Wilf and Todd Morgan, Jewish Telegraphic Agency. (JTA) — They survived unimaginable horrors, yet went on to live productive lives, despite the haunting memories, the...read more
CNNMoney: Todd Morgan was featured in the article, “The 7 biggest investment mistakes celebrities make”
“The 7 biggest investment mistakes celebrities make,” by Daisy Carrington, CNNMoney Todd Morgan, co-founder of Bel Air Investment Advisors, helps the rich and famous stay in the black and avoid big money mistakes. He says celebrities frequently put more...read more
“Closing Bell Exchange: Everything starting to move,” CNBC’s Closing Bell Todd Morgan of Bel Air Investment Advisors, Stephen Guilfoyle, of Deep Value, and CNBC’s Rick...read more
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Bel Air Investment Advisors’ Carol Cheng-Mayer To Co-Host Los Angeles Celebration Event For Third Annual Women’s Entrepreneurship Day
LOS ANGELES – (November 10, 2016) – Bel Air Investment Advisors, LLC (Bel Air), a leading wealth management advisory firm, announced today that its senior vice president, Carol Cheng-Mayer, will co-host the third annual Women’s Entrepreneurship Day (WED) in Los...read more
Bel Air Investment Advisors Facilitated A Conversation On Climate Change With President Tong of Kiribati
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Anti-Defamation League to Honor Three Extraordinary Women of Achievement at 21st Annual Deborah Awards Dinner March 3
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Bel Air’s Carol Cheng-Mayer To Co-Host Los Angeles Celebration Event For Second Annual Women’s Entrepreneurship Day
LOS ANGELES – (November 19, 2015) – Bel Air Investment Advisors, LLC (Bel Air), a leading wealth management advisory firm, announced today that its senior vice president, Carol Cheng-Mayer, will co-host the second annual International Women’s Entrepreneurship Day...read more