LLBH Private Wealth Management, a US-based wealth management firm with over US$1.3 billion in client assets, has promoted Michael Kazakewich as its partner.
In his new role, Kazakewich will serve on the LLBH Investment Committee and head the firm’s customized financial planning efforts.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Additionally, he will focus on the firm’s asset management, concentrated stock hedging, lending, cash management, alternative investment due diligence and family office services.
Previously, Michael has worked with LLBH’s founding partners including Kevin Burns, Jim Pratt-Heaney, Bill Lomas and Bill Loftus, for 15 years.
Kazakewich said: "The planning process at LLBH is intensely personal, providing our clients with comprehensive solutions that help meet their wealth management needs."
LLBH, launched in October 2008, serves high net worth individuals and families with wealth management and financial planning services, including estate and tax planning.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
