Bel Air’s most significant asset is its people – a team comprised of top financial analysts, investment advisors, research professionals, portfolio managers and fixed income and equity traders, affording the firm’s comprehensive market knowledge. Bel Air’s advisors and asset managers are much-sought after resources to the financial media and have regularly been quoted in financial media including The Wall Street Journal, Bloomberg, CNBC, CNN, Barron’s, Fortune, Bloomberg Businessweek, and more.
This integrated experience, coupled with the fact that Bel Air advisors and asset managers themselves invest in many of the same investment strategies that they recommend to their clients, re-enforces the firm’s conviction in its advice and process for selecting the most appropriate investment options, based on individual client needs.
Todd is a founding member of Bel Air Investment Advisors LLC. Prior to starting Bel Air, Todd was a Limited Partner at Goldman, Sachs & Co. in Los Angeles, where he launched the Private Client Services’ investment advisory business for high net worth individuals and families. Prior to the Los Angeles office, Todd was a General Partner in New York (1984-1991) where he was responsible for Private Client business for that region. Todd began his investment career in 1970 and is regularly sourced for expert commentary on publications such as The Associated Press, Bloomberg Business Week, Forbes, The New York Times, The Wall Street Journal and CNBC.
Todd currently serves as a lifetime Trustee of Cedars-Sinai Medical Center in Los Angeles and is a member of its Investment Committee. In 2001, he completed his term as the Chairman of the United Jewish Federation Council of Greater Los Angeles. He has also served in various roles of several charitable organizations including General Campaign Chairman and Chairman of the Los Angeles Jewish Federation; Honorary Trustee of the Jewish Community Foundation; member of the Board of Directors of Big Brothers of Greater Los Angeles; member of the Board of Governors of New York Hospital; and Vice Chairman of the Coalition to Free Soviet Jews.
Todd received his B.A. from the University of Minnesota. Todd is married and has two children and three grandchildren.
Reed E. Halladay
Senior Managing Director
Reed is a founding member of Bel Air Investment Advisors LLC. Prior to starting Bel Air, Reed was with Goldman, Sachs & Co. in Los Angeles, where he specialized in equity and fixed income portfolio management and was also involved in new business development and single stock risk management. Reed began his investment career in 1976.
Reed has been a leader in his community, serving in The Church of Jesus Christ of Latter-day Saints as a bishop and as a stake president, and is currently a member of the President’s Advisory Council at Brigham Young University. In addition, Reed is the past Chairman and a current member of the School of Business Advisory Council at Utah Valley State College in Orem, Utah. He is a founding trustee and Chairman of the Board of the Pasadena Museum of California Art.
Reed received his B.A. and M.B.A. degrees from Brigham Young University.
Darell L. Krasnoff
Senior Managing Director
Darell is a founding member of Bel Air Investment Advisors LLC. Prior to starting Bel Air, Darell was a Managing Director of Goldman, Sachs & Co., overseeing Private Client Services for the Los Angeles office, where he started his investment career in 1981 and is regularly sourced for expert commentary on publications such as The Wall Street Journal, Bloomberg Businessweek, CNBC, FOX Business, and The Associated Press.
Darell is on the Board of Directors of the Center Theatre Group, the operating company for the Ahmanson Theatre and Mark Taper Forum, and is the Chairman of the investment committee for the Music Center Foundation. He is the past Chairman and current member of the Board of L.A. Team Mentoring, an organization that provides mentors for approximately 1,200 students at ten middle schools in challenging urban neighborhoods in Los Angeles. He is a member of the Board of Trustees of the Pardes Institute of Jewish Studies in Jerusalem.
Darell holds a B.A. from Occidental College, and an M.B.A. from the Stanford Graduate School of Management.
Andrew D. Palmer
Senior Managing Director
Andrew joined Bel Air Investment Advisors LLC in 2001 and is responsible for client servicing, business development, and advisory team oversight. Previously, Andrew was a Senior Financial Advisor at Merrill Lynch & Co., Inc. for over five years, where he specialized in equity and fixed income portfolio management for high net worth individuals. Andrew began his investment career in 1996 and has been honored as one of Barron’s Top 100 Independent Financial Advisors in 2009, 2010, and 2011.
Andrew is on the Board of Directors of the California Oncological Research Institute (CORI) and a benefactor of the John Wayne Cancer Institute at St. John’s Hospital. Andrew is a member of the Board of Directors of Jewish Vocational Services and a participant in the Jewish Federation and Israel Children’s Centers. Andrew is also an active supporter of charter schools and has supported the Inner City Education Foundation (icef) and the New Millennium Secondary School, which offer at-risk children a quality education in their own community. Andrew also serves on the board of Wildwood School, where his two children, Ally and Ben, are students.
Andrew is an avid golfer, fly fisherman and baseball/soccer coach. Andrew received his B.A. from the University of Denver.
Ronald J. Silverman
Senior Managing Director
Ron joined Bel Air Investment Advisors LLC in 2003 as an investment advisor. Prior to joining Bel Air, Ron was a Senior Managing Director and a member of the Management Committee of Gerard Klauer Mattison & Co., Inc., an investment bank headquartered in New York. Before GKM, Ron was a partner of the Beverly Hills-based law firm Weissmann, Wolff, Bergman, Coleman, & Silverman for 15 years; earlier he was a partner of the Los Angeles law firm Manatt, Phelps, Rothenberg & Tunney. Ron started his legal career as a trial attorney with the United States Department of Justice, Antitrust Division.
Ron is on the Board of Directors of the City of Hope. He previously served on the Board of Directors of Cedars-Sinai Medical Center. Ron has also been active in Jewish Federation activities, leading the Los Angeles chapter on its first mission to Cuba in 1999 and co-chairing a UJF Major Gifts Mission to Washington, D.C. Ron is also on the Board of Trustees of Children Institute Inc.
Ron serves on the Board of Advisors of the George Washington University Law School, where he received his J.D. degree. He received his B.A. degree from Pennsylvania State University.
Jack R. Suzar
Senior Managing Director
Jack joined Bel Air Investment Advisors LLC in 1999, after more than 32 years consulting and advising clients on tax and investment strategies at BDO Seidman, LLP in Los Angeles. He was a member of senior management at BDO Seidman, serving on its Board of Directors and Executive Committee. At Bel Air, Jack is a member of the firm’s Investment Committee. His clients are comprised of a list of impressive individuals, families and several non-profits.
Jack has long been active in civic and charitable organizations. He is a past Chairman of the Board of Directors of City of Hope National Medical Center and the Beckman Research Institute, has served on the Board of Advisors at the University of Southern California Leventhal School of Accounting, and has been involved with the Music Center and the United Way. Additionally, he has served as the President of the Board of Directors for Jewish Vocational Services. He currently is on the Board of Directors of the Los Angeles Philharmonic. For many of these organizations, Jack has served on Investment Committees or in Executive Leadership.
Jack received his B.S. in accounting from California State University at Northridge.
Senior Vice President, SF
Supriya joined Bel Air Investment Advisors LLC in 2015 as a Senior Vice President responsible for delivering the firm’s wealth management capabilities and resources to high net worth individuals and families. With over 14 years of experience in wealth management, Supriya was previously a Client Advisor at the Private Bank at J.P.Morgan, a Managing Director at Sterling Stamos focused on Client Management and a Vice President in the Private Wealth Management group at Goldman Sachs.
Supriya grew up in Santa Monica. She went to Harvard-Westlake School, received a BS from the Haas School of Business at the University of California, Berkeley (with Honors) and an MBA from the Stanford Graduate School of Business with a Certificate from the Public Management Program. She holds FINRA Series 7,9,10 and 63 licenses and also serves on the Board of Summer Search, Silicon Valley.
Eric S. Bright
Senior Vice President
Eric joined Bel Air Investment Advisors LLC in 2004 and is responsible for providing investment advice to individuals, families, and foundations. Eric specializes in investment manager evaluation and complex asset allocation modeling for multi-generational estates.
Eric is a board member of The Friends of EXPO Center, which benefits at-risk youth and families in Los Angeles. Eric has also supported various education related non-profit organizations in Los Angeles, including the Alliance College-Ready Public Schools, the Inner City Education Foundation (ICEF), New Millennium Secondary School, and School on Wheels. Eric is a member of the Los Angeles chapter of the Association for Corporate Growth (ACG).
Eric received a B.A. in Economics and a B.A. in Government from Claremont McKenna College.
Senior Vice President
Jake joined Bel Air Investment Advisors LLC in 2012 and is responsible for providing investment advice to individuals, families, and foundations. Prior to joining Bel Air, Jake worked as a financial advisor at Merrill Lynch in Newport Beach, CA where he specialized in portfolio allocation for high net worth families.
Jake earned his M.B.A. from the Georgetown McDonough School of Business and studied International Business abroad at Oxford University in England. Jake received his B.A. from Brigham Young University after transferring from Utah Valley University where he played rugby. He served as Chairman of the Southern California Fundraising effort for the Hope Projects which improves the living conditions of the people living in the High Andes of Peru. Jake is now a member of the Professional Circle with Communities in Schools of Los Angeles that helps at-risk students stay in school. He also enjoys fly-fishing and competing in triathlons.
Senior Vice President
Josh joined Bel Air Investment Advisors LLC in 2008 as an investment advisor. He is responsible for providing investment advice to private clients, tax exempt organizations and endowments. This includes a deep understanding of investment objectives, portfolio construction, manager selection, risk analysis, and next generation/estate planning. He is a voting member of the firm’s Investment Committee.
Prior to joining Bel Air, Josh worked at Goldman Sachs & Co. in Los Angeles where he was a Vice President in the Investment Management Division. He specialized in fixed income, equity, and alternative investing for wealthy families as well as institutional investors. He is an active member of the community. He is very involved in supporting charter schools, The Jewish Federation, The Motion Picture and Television Fund, and the University of Pennsylvania Alumni Association where he regularly conducts interviews for high school seniors applying to Penn.
Josh received his B.A. from the University of Pennsylvania as well as an M.B.A. from the Wharton School of Business. Josh is lives in LA with his wife and two kids. He enjoys skiing, basketball, paddle tennis, and coaching youth sports.
Kevin W. Philip
Senior Vice President
As a trusted advisor for over 11 years, Kevin guides individuals, families and foundations with their investment needs. He has in-depth experience in asset allocation modeling, estate structuring, and asset manager evaluation. In addition to working with clients, Kevin has assisted with a number of firm-wide efforts related to Bel Air’s growth from a company with $3 billion in assets under supervision in 2002 to over $7 billion today. Kevin joined Bel Air Investment Advisors LLC in 2002 as a financial analyst. In 2004, Kevin became the firm’s youngest investment advisor by more than ten years.
Prior to joining Bel Air, Kevin had experience at Morgan Stanley, Century National Bank and the U.S. State Department in Berlin. He currently serves on a Los Angeles committee for the U.S. Fund for UNICEF and is on the board of directors for the True Colors Fund.
After attending Junipero Serra High School in the San Francisco Bay Area where he was born and raised, Kevin received his B.A. from Stanford University. His hobbies include fitness, reading, traveling and skiing. He is proficient in German and semi-proficient with Spanish.
Senior Vice President
David joined Bel Air Investment Advisors LLC in 2006 and is responsible for advising private clients, tax exempt organizations, and endowments on investment objectives, portfolio construction, manager selection, and risk analysis. He is a voting member of the firm’s Investment Committee.
Prior to joining Bel Air, David was senior counsel to Rep. Henry A. Waxman and executive director of his political action committee, L.A. PAC. He previously served as senior counsel to the House of Representatives Committee on Government Reform in Washington, D.C.. He is active in a number of charitable organizations and serves on the board of Terror Free Tomorrow and the Temple Israel of Hollywood Finance Committee. He also is a member of the California Bar Association.
David earned his J.D. from Harvard Law School in 1994. While at Harvard, David was a teaching fellow in economics, and was recognized with the Outstanding Teaching Fellow award. David received his B.S. in Economics with highest honors from the University of Illinois at Urbana-Champaign.
Senior Vice President, SF
Stephanie Withers joined Bel Air Investment Advisors LLC in 2015 as a Senior Vice President to help build the firm’s wealth management business in San Francisco. She comes to Bel Air with over 15 years investment experience, all based in the San Francisco Bay Area. Stephanie most recently served as an Executive Director in J.P. Morgan’s Private Bank, responsible for strategic asset allocation decisions and the implementation of investment solutions for clients, including tactical tilts, manager selection and portfolio construction.
Prior to J.P. Morgan, she spent seven years in the investment research department at Goldman Sachs covering the software and media sectors. Earlier in her career, she worked as an Associate at Cambridge Associates, an investment banking analyst at Robertson Stephens, and an “extern” in Lima, Peru with TechnoServe, an NGO helping to lift enterprising people in the developing world out of poverty. Stephanie was raised in the Boston area, attended Phillips Academy Andover and the University of Pennsylvania. Stephanie is a CFA charter holder and a member of both the CFA Institute and San Francisco Analyst Society. She lives in San Francisco with her husband, son and two daughters.
Dillon joined Bel Air Investment Advisors in 2015 and is responsible for providing investment advice to individuals, families, and foundations. Dillon specializes in tactical portfolio allocation, risk management, and capital advisory for multi-generational estates. Prior to joining Bel Air, Dillon was at JPMorgan in Dallas, TX then Los Angeles, CA where he specialized in the structuring and underwriting of complex credits for private clients. In addition, he worked to deepen client relationships by helping those individuals achieve their investment goals through sound investment planning and implementation.
Dillon was nominated and selected as a member of the 2016/2017 class of the Association for Corporate Growth (ACG) Rising Stars program. Dillon served a mission in southern Japan where he became fluent in Japanese. He is an eagle scout and an active volunteer of the Boy Scouts of America, his church, and organizations supporting youth education and development.
Dillon earned his B.S. with an emphasis in finance from BYU’s Marriott School of Management.
Tomas I. Garibaldi
Tomas Garibaldi joined Bel Air Investment Advisors as a Vice President in 2014 and is responsible for providing investment advice to high net worth individuals, families, and foundations. Tomas specializes in portfolio construction and risk analysis for complex allocations. Prior to joining Bel Air, Tomas was an associate with Morgan Stanley’s Consulting Group where he specialized in tactical asset allocations, risk management, and manager selection on the behalf of their clients.
Tomas serves as a board member for the Century City Chamber of Commerce and was nominated and selected as a member of the 2015/2016 class for the Association for Corporate Growth (ACG) Rising Stars program. Originally from Buenos Aires, Argentina, he was raised in Houston and earned his international business degree from the University of St. Thomas. Tomas is passionate about learning other languages, traveling, cooking and sporting clay shooting.
Heather is a Vice President at Bel Air Investment Advisors, providing investment advice to high net worth individuals, families, foundations, and endowments. She started her career at Bel Air in 2011 and has in-depth experience in asset allocation implementation and modeling. Heather’s previous experience includes investment advisory work at J.P. Morgan’s Private Bank.
After attending Hopkins School in New Haven, Connecticut, Heather graduated magna cum laude from Pomona College in Claremont, California, where she double majored in Political Science and French. She also spent a summer working at the United Nations in New York. Heather received her MBA from Columbia Business School with a concentration in finance.
Barnaby assists the team in quantitative and qualitative analysis of fund investments. Since joining the team in 2014, he has worked on implementing and managing investments across equities, fixed income, and alternatives. He specializes in leveraging data analysis tools to improve the risk management and reporting of the Bel Air platform, asset allocation process, and collection of market data. He also focuses on the development of Bel Air’s investments in Impact Investing. Prior to joining Bel Air, Barnaby was a Director of The Charles R. Blyth Fund, Occidental College’s student-run investment portfolio, where he helped manage the six-figure fund. His activities varied from asset allocation to stock selection during his tenure. Furthermore, he served as a liaison between fund alumni and his peers. Barnaby attained his BA in Economics at Occidental College after moving from London, England. His other academic interests include behavioral finance and its application to investment strategy. He is an avid rugby fan/player and is a mentor for Play Rugby USA, a non-profit focused on developing youth through rugby.
Arun Bharath, CFA, CAIA
Chief Investment Strategist
Arun is the chief investment strategist in addition to leading the process for non-marketable alternative managers, and a voting member of the Investment Committee. In addition to leading the process for the selection of traditional (long only) and alternative managers, he will contribute to the determination of the firm’s recommended asset allocation as well as style allocation within asset classes. He has direct responsibility for manager selection in private equity and real assets.
Prior to joining Bel Air, Arun was the Director of Research at Beacon Pointe Advisors where he led the research efforts in asset allocation and manager selection & performance monitoring across all asset classes. He has previously worked in several manufacturing organizations such as Ford Motor Company, Toyota Motor Manufacturing NA, and Honeywell in various engineering capacities.
Arun holds the Chartered Financial Analyst as well as the Chartered Alternative Investment Analyst designations. He is a member of the CFA Institute and the CFA Society of Los Angeles. Arun has received a Masters in Business Administration from University of Southern California, Masters in Industrial Engineering from Oklahoma State University and a Bachelor of Engineering (Mechanical) from Bangalore University.
Senior Portfolio Manager & Co-Head, Fixed Income
Craig is a portfolio manager for Bel Air’s fixed income strategy. Before joining Bel Air Investment Advisors LLC in 2002, Craig was the Head Municipal Trader at Fidelity Investments in Los Angeles, handling municipal securities for institutional and retail clients. Before Fidelity, Craig was a Senior Vice President/Institutional Trader at Lehman Brothers, where he traded one of the largest municipal inventories on the West Coast, with an emphasis on bonds in the serial maturity range. Craig began his investment career in 1984 and is regularly sourced for expert commentary on publications such as The Wall Street Journal, Bloomberg, Reuters, and The Bond Buyer.
Craig is active in the community and enjoys coaching youth soccer and baseball. He received his B.S. in economics from the University of California, Los Angeles.
Head of Equity Trading
Rich joined Bel Air Investment Advisors LLC in 1998, and is head of equity trading with specific responsibilities for the Bel Air Opportunistic Fund, LP. Prior to coming to Bel Air, Rich served as an Assistant Vice President with Donaldson, Lufkin & Jenrette, where his responsibilities included managing the Prime Brokerage Trading Desk. Before DLJ, he was with Icahn & Company for seven years, where his primary responsibilities included sales and trading for high net worth clients. Rich began his investment career in 1983.
Rich received his B.A. in Marketing from Rider University in Lawrenceville, New Jersey.
Head of Municipal Credit Research
Michael joined Bel Air in 2013 and serves as the firm’s head of research in its fixed income team. As head of the research team he covers tax-exempt bonds secured by charter schools, continuing care retirement communities, multi-family housing loans, student housing projects, certain nonprofit institutions and various other real-estate related projects. He has 20 years of investment experience and has been with Bel Air for three years. Prior to joining Bel Air, he was a senior research analyst for Wells Fargo Wealth Management Group and Charles Schwab Investment Management.
He currently serves on the Board of Governors of the National Federation of Municipal Analyst and as Board Chairman of the California Society of Municipal Analysts. He is also an active member of the Municipal Bond Buyer’s Conference. He also sits on various non-for-profit committees including the Village School Finance Committee. Michael is based in Los Angeles.
Portfolio Manager & Co-Head, Fixed Income
Barry joined Bel Air Investment Advisors LLC in 2013 and is a fixed income portfolio manager. Previous to Bel Air, Barry was a senior portfolio manager in New York for Western Asset Management, where he worked closely with industry veterans and was responsible for the management of over $5 billion in municipal assets across various national and state specific strategies, including California. Barry has developed a strong reputation for managing mutual funds of various durations, and high-net worth separately managed accounts.
Barry’s Institutional Money Market Fund won the iMoneynet Municipal Money Market Fund of the Year award in 2011, and his entire department was recognized as Institutional Investor’s Municipal Team of the Year in 2011. His team won multiple Lipper Best in Class awards for their Municipal Funds from 2007-2010 and he was a key member of the team that was named a Morningstar Fixed Income Manager of the Year Finalist in 2008. Barry volunteers with the Special Olympics and also participates in the Colgate University Maroon Mentoring Program.
Barry received his B.A. from Colgate University.
Aaron D. Jett, CAIA
Vice President, Global Equity Research
Aaron oversees the external manager platform with specific expertise in manager selection for traditional equity investments and liquid alternatives. He is responsible for investment research across equity-oriented asset classes and client education in equity markets. Aaron is also responsible for bottom-up global equity portfolio construction, idea generation for the platform, and is a voting member of the Investment Committee.
Prior to joining Bel Air, Aaron was with Canterbury Consulting where he was the Director of Global Equity Research and chaired Canterbury’s Global Equity Manager Research Committee. He led the firm’s effort in sourcing, evaluating and monitoring traditional equity managers. Under his leadership, the committee made recommendations on managers for all traditional equity mandates. Prior to global equities, he covered fixed income, real assets, and liquid alternative strategies. Prior to moving to research, he was a senior analyst working on both institutional and private client accounts. Before Canterbury, he was with Pacific Life Insurance Company where he worked in the Securities Division and the Annuities and Mutual Funds Division.
Aaron received his MBA in Finance from the Paul Merage School of Business at UC Irvine and his BS in Engineering from Vanderbilt University. He holds the Chartered Alternative Investment Analyst designation (CAIA). Aaron has been quoted in the Wall Street Journal and the Associated Press on equity markets and investments.
Carl Ludwigson, CFA, CQF
Director of Manager Research
Carl oversees the external manager platform with specific expertise in manager selection for hedge funds, liquid alternatives, and credit investments. As Director of Manager Research and Chairman of the Investment Committee, Carl is responsible for the investment research process, managing the investment team, and idea generation for the platform. He is also responsible for bottom-up portfolio construction and client education across asset classes.
Prior to joining Bel Air, Carl was an Associate Director at Pacific Alternative Asset Management Company where he was responsible for hedge fund research and manager selection in the US and Europe. In addition, he managed customized portfolio solutions for institutional clients, advised pension funds on hedge fund investments, and published market strategy viewpoints. Prior to joining PAAMCO, he worked in investment banking for Credit Suisse and Merrill Lynch in London.
Carl received his MBA from UCLA Anderson with a focus on Finance and his BS in Foreign Service with a concentration in International Economics from Georgetown University. He holds the Chartered Financial Analyst (CFA) designation and Certificate in Quantitative Finance (CQF). Carl has been published in Pensions & Investments and has been quoted in the Financial Times, Financial News, and CNBC.com on alternative investments and credit. He also mentors students through the fellowship program at the UCLA Anderson Fink Center for Finance.
Portfolio Analyst & Trader, Fixed Income
Phil is a Portfolio Analyst on Bel Air’s fixed income strategies assisting the Portfolio Managers with trading and portfolio allocation. Prior to joining Bel Air Investment Advisors in 2014, Phil was an analyst at UBS for a Private Wealth Management team and a Fund Analyst at Brown Brothers Harriman.
Phil is actively involved in the Young Alumni Mentoring program at the University of Colorado where he received a B.S. in both Finance and International Business. He enjoys spending his free time playing tennis and surfing.
Management & Administration
Senior Vice President, Operations & Advisory Support
Deborah has dual roles as a Compliance Officer and Operations & Human Resources Manager. Prior to joining Bel Air Investment Advisors LLC in 2005, she held positions as Assistant Vice President, Manager of Conversions/New Client Implementation and Client Relationship Manager for Fiserv Securities, a custodian and clearing firm. Deborah also served as Vice President of Client and Brokerage Services for WM Financial Services Inc. (Washington Mutual Bank’s Broker/Dealer). She also spent time in roles at Smith Barney and Merrill Lynch, and her work experience has taken her to New York City, Philadelphia, Chicago and London.
Deborah is an avid runner and has completed the New York Marathon. She received a B.S. in Business Management from California State University, Long Beach. She holds FINRA Licenses including the Series 7, 63 and 24.
Chief Financial Officer
Jane joined Bel Air Investment Advisors in 2013. As CFO, she is responsible for all finance and accounting for Bel Air. She brings a broad range of experience to the position, having spent more than 20 years building and leading strong finance and accounting teams. Prior to joining Bel Air, Jane was Senior Vice President and CFO of MetLife Investors Group, CFO of Loanweb.com and Executive Vice President and CFO of the National Notary Association. She started her career with Ernst & Young.
Jane has a B.S. in Accounting from Loyola Marymount University. She is a Certified Public Accountant (inactive) and holds a FINRA Series 27 license as a Financial and Operations Principal.
Andrew J. Dunbar
General Counsel, Chief Compliance Officer
Andy joined Bel Air Investment Advisors LLC in 2015. Prior to Bel Air, Andy was a partner at the law firm Sidley Austin LLP where he focused his practice on the defense and litigation of government enforcement matters, corporate internal investigations, complex civil litigation, and creating and enhancing compliance programs. Prior to Sidley, Andy spent nine years as an Enforcement Attorney in the U.S. Securities and Exchange Commission’s Division of Enforcement in the Los Angeles Regional Office. At the SEC, Andy managed large-scale investigations and litigations involving federal securities law violations, including insider trading, accounting fraud, options backdating, and market manipulation. Andy is a frequent commentator on SEC enforcement developments and effective compliance programs. He was a contributing editor of Sidley’s SEC Enforcement Quarterly, and his work also has appeared in U.S. News – Best Lawyers, The FCPA Report, The Hedge Fund Law Report, The Daily Journal, Real Estate Finance and Investment, Law360, ABA’s The Young Lawyer, Mature Years, and California Lawyer. Andy’s writing has also been featured in non-legal publications, including The Surfer’s Path and Hemispheres.
Andy is admitted to the California bar, and holds the Series 7, 24, and 99 FINRA licenses. He received his B.S. in Managerial Economics from U.C. Davis and his J.D. from Pepperdine University.
Tyler K. Kelley
Managing Director, Chief Operating Officer
Tyler is the chief operating officer and managing director at Bel Air Investment Advisors. He joined Bel Air in 2005 and is a member of the firm’s Management Committee. Prior to Bel Air, Tyler worked in the strategic planning group at AECOM and in the Mergers and Strategic Advisory Group at Goldman, Sachs & Co.
Very active in the community, Tyler currently serving as a Mayoral-appointed Los Angeles County Commissioner for the Los Angeles Zoo and is past chairman of the Los Angeles Commission on Local Government Services. He is the Founder of Generation Conservation, Conservation International’s next generation leadership group, a member of the advisory board, and chair of the development committee for the Wrigley institute for Environmental Studies.
Tyler graduated with honors from the University of Southern California with a B.A. in International Relations and Political Science, where he served as the student body president in 2000. Upon graduation, Tyler was named one of eighteen Henry R. Luce scholars in a nationwide competition that took him to Jakarta, Indonesia where he worked for leading entry market strategy firm, the Castle Group, in Southeast Asia.
A regular speaker on leadership development topics, Tyler is often quoted on various subject matters in publications, including the in The Los Angeles Times and Investment Advisor Magazine, for his work in the not-for-profit community. Tyler is also an avid fly fisherman and adventure traveler and has visited close to ninety countries.
Trust & Estate Strategist
Drew is a trust and estate strategist for Bel Air Investment Advisors LLC, providing estate, gift and philanthropic strategies to high net worth individuals and families. Drew is also an attorney with Bentler Mulder, LLP practicing estate and trust law. In his capacity with Bel Air, Drew acts as an independent consultant only and does not practice law for Bel Air or its clients.
Prior to joining Bel Air, Drew was a Senior Vice President and Senior Wealth Planning Strategist for Wells Fargo Private Bank in the Southwest Region. He was also the Hawaii Regional Director for the Private Bank. Prior to Wells Fargo, Drew was the District Trust Manager for Merrill Lynch Trust Company and Specialists Manager for Merrill Lynch in Southern California. Before Merrill, Drew was a partner with the Newport Beach law firm of Barton, Klugman & Oetting. He also served as a law clerk to the Hon. Lehman C. Aarons of the United States Tax Court.
Drew holds his B.S. degree from California State University-Fullerton and his J.D. degree from Pepperdine University School of Law. He is a member of the California Bar. He lectures frequently on estate strategies and new ideas.
Drew lives in Carlsbad with his wife and two children. He loves and hates golf.