Nick Vaziri Nejad
Directeur en chef des Investissements chez Beverly Hills Private Wealth LLC
Profil
Nick Vaziri Nejad is currently the Chief Investment Officer at Beverly Hills Private Wealth LLC since 2023.
Prior to this, he worked as the Director of Investment Research at KCS Wealth Advisory LLC from 2017 to 2023.
He also held positions as an Analyst at Sempra, a Principal at Baker Street Capital LP, and a Financial Analyst at Bank of America Oregon, NA.
Additionally, he worked as an Internal Sales Associate at del Rey Global Investors LLC from 2012 to 2014.
Mr. Nejad completed his undergraduate degree at the University of California, Berkeley.
Postes actifs de Nick Vaziri Nejad
| Sociétés | Poste | Début |
|---|---|---|
Beverly Hills Private Wealth LLC
 Beverly Hills Private Wealth LLC Investment ManagersFinance Beverly Hills Private Wealth LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was co-founded in 2022 by Scott Shagrin, Ira H. Ravitz and Lisa Westermark. Beverly Hills Private Wealth works with successful individuals and families to protect and build their wealth. | Directeur en chef des Investissements | 01/07/2023 |
Anciens postes connus de Nick Vaziri Nejad
| Sociétés | Poste | Fin |
|---|---|---|
KCS Wealth Advisory LLC
 KCS Wealth Advisory LLC Investment ManagersFinance Part of Wealth Enhancement Group LLC, KCS Wealth Advisory LLC is a wealth management firm based in Los Angeles, CA. KCS's passion is to provide people the peace of mind that comes from high-level financial advice. KCS Wealth Advisory LLC was founded in 2014 by Kenneth Brian Waltzer, who has been the CEO since 2014. KCS was acquired by Wealth Enhancement Group LLC from Kenfield Capital Strategies on October 12, 2023. | Directeur de la Recherche - Actions | 01/07/2023 |
Baker Street Capital LP
 Baker Street Capital LP Financial ConglomeratesFinance Part of Baker Street Capital Management LLC, Baker Street Capital LP engages in investment activities. The company is based in Los Angeles, CA. | Corporate Officer/Principal | - |
| Bank of America Oregon, NA | Corporate Officer/Principal | - |
| SEMPRA | Corporate Officer/Principal | - |
del Rey Global Investors LLC
 del Rey Global Investors LLC Investment ManagersFinance Founded in 2009, del Rey Global Investors LLC is a registered investment advisor located in Los Angeles, California. The firm provides investment advisory services to a wide variety of retail and high net worth individual and institutional clients, including pension funds, trust accounts, corporations or other business entities, banks, insurance companies, governments and municipalities. del Ray provides sub-advisory services to affiliated and unaffiliated open-end investment companies, collective investment trusts, and investment companies established pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities, i.e. UCITS). The firm also provides investment advice for a number of private investment funds. | Analyst-Equity | - |
Formation de Nick Vaziri Nejad
| University of California, Berkeley | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| SEMPRA | Utilities |
| Entreprise privées | 5 |
|---|---|
del Rey Global Investors LLC
del Rey Global Investors LLC Investment ManagersFinance Founded in 2009, del Rey Global Investors LLC is a registered investment advisor located in Los Angeles, California. The firm provides investment advisory services to a wide variety of retail and high net worth individual and institutional clients, including pension funds, trust accounts, corporations or other business entities, banks, insurance companies, governments and municipalities. del Ray provides sub-advisory services to affiliated and unaffiliated open-end investment companies, collective investment trusts, and investment companies established pursuant to the European Communities (Undertaking for Collective Investment in Transferable Securities, i.e. UCITS). The firm also provides investment advice for a number of private investment funds. | Finance |
| Bank of America Oregon, NA | Finance |
Baker Street Capital LP
Baker Street Capital LP Financial ConglomeratesFinance Part of Baker Street Capital Management LLC, Baker Street Capital LP engages in investment activities. The company is based in Los Angeles, CA. | Finance |
KCS Wealth Advisory LLC
KCS Wealth Advisory LLC Investment ManagersFinance Part of Wealth Enhancement Group LLC, KCS Wealth Advisory LLC is a wealth management firm based in Los Angeles, CA. KCS's passion is to provide people the peace of mind that comes from high-level financial advice. KCS Wealth Advisory LLC was founded in 2014 by Kenneth Brian Waltzer, who has been the CEO since 2014. KCS was acquired by Wealth Enhancement Group LLC from Kenfield Capital Strategies on October 12, 2023. | Finance |
Beverly Hills Private Wealth LLC
Beverly Hills Private Wealth LLC Investment ManagersFinance Beverly Hills Private Wealth LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was co-founded in 2022 by Scott Shagrin, Ira H. Ravitz and Lisa Westermark. Beverly Hills Private Wealth works with successful individuals and families to protect and build their wealth. | Finance |
