Wealth Management Roundtable

“Results Speak Louder than Words” 1880 Century Park East #200 • Los Angeles CA 90067

APRIL 23, 2012

First Annual Los Angeles Business Journal

Wealth Management Roundtable

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ROUNDTABLE PARTICIPANTS:

DARYA ALLEN-ATTAR Financial Advisor with the Global Wealth Management Division of Morgan Stanley Smith Barney

than ever, we need to think about how to protect what we’ve earned and how best to help our investments grow. At the Los Angeles Business Journal, our ears are always to the financial ground, and there are a number of questions that we’ve been hearing repeatedly from readers navigating the investment and banking landscape. But how best to answer those questions? We decided now would be the ideal time to assemble a think-tank’s worth of wealth management professionals and invite them to participate in an open forum, Q&A-style roundtable. We then proceeded to assemble a roundtable of some of the most knowledgeable experts in the field of wealth management in Southern California. Several questions were posed to this fund-protecting brain trust and what follows is a transcript of their responses.

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JANET ENGELS Director of Private Client Research for RBC Wealth Management SELWYN GERBER, CPA Economist, Managing Partner and Head of Investment Committee for RVW Investing LLC JEFFREY L. GLASSMAN Chief Executive Officer for Covington Capital Management LAWRENCE MILES Regional President - Los Angeles for BNY Mellon Wealth Management

NOTE: THIS “WEALTH ROUNDTABLE” ORIGINALLY APPEARED IN THE LOS ANGELES BUSINESS JOURNAL AS A PAID ADVERTORIAL SUPPLEMENT. THE LABJ CANNOT BE HELD RESPONSIBLE FOR ANYTHING CONTAINED HEREIN.

FROM “THE WEALTH BLUEPRINT” BY SELWYN GERBER CPA

NOTE: THIS “WEALTH ROUNDTABLE” ORIGINALLY APPEARED IN THE LOS ANGELES BUSINESS JOURNAL AS A PAID ADVERTORIAL SUPPLEMENT. THE LABJ CANNOT BE HELD RESPONSIBLE FOR ANYTHING CONTAINED HEREIN.

The Wealth Blueprint “Results Speak Louder than Words”

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