WESTPORT, Conn.--(BUSINESS WIRE)--LLBH Private Wealth Management, LLC (“LLBH”), an independent wealth management firm with over $1.3 billion in client assets, today announced the promotion of Michael Kazakewich to partner.
"Michael’s experience, expertise and work ethic have added tremendous value to our clients' success and he has been instrumental in driving the overall growth of the firm. We would like to congratulate him on this well-deserved recognition," said Jim Pratt-Heaney, a founding partner at LLBH.
Michael Kazakewich said, "The planning process at LLBH is intensely personal, providing our clients with comprehensive solutions that help meet their wealth management needs. As I enter the next phase of my career with LLBH, I look forward to further developing the firm’s offerings."
Michael has worked with LLBH’s founding partners, Kevin Burns, Jim Pratt-Heaney, Bill Lomas and Bill Loftus, for 15 years and was a key participant in establishing the independent practice in 2008. In his new capacity, Michael will serve on the LLBH Investment Committee and continue to lead the firm’s customized financial planning efforts with a focus on asset management, concentrated stock hedging, lending, cash management, alternative investment due diligence and family office services.
LLBH was launched in October 2008 with the help of Focus Financial Partners which provided strategic guidance and support as the LLBH team moved towards independence from the wirehouse world. As a specialist in serving high net worth individuals and families, LLBH provides its clients with wealth management and financial planning services, including estate and tax planning. Prior to establishing LLBH, the founding partners worked together at Merrill Lynch & Co. for over a decade.
About LLBH Private Wealth Management, LLC:
Based in Westport, Connecticut, LLBH Private Wealth management is an independent Registered Investment Advisor offering a full range of wealth management and family office services to wealthy families across the country. Often referred to as a "virtual" family office, LLBH offers comprehensive wealth management solutions including financial planning, asset management, concentrated stock hedging, lending, cash management, alternative investment due diligence and family office services. In addition to its base in Westport, LLBH has offices in Greenwich, Connecticut and Santa Barbara, California, which focuses on its significant West Coast presence in the entertainment industry. More information about LLBH can be found at www.llbhprivatewealthmanagement.com.
About Focus Financial Partners:
Founded in 2006, Focus Financial Partners, LLC, is the leading international partnership of independent, fiduciary wealth management firms. With more than $65 billion in total assets and 27 partners, Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, but benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. Focus was included on Inc. magazine’s 5000 ranking of the nation’s fastest-growing private companies in 2011 and 2010. In 2012, Focus was named a Crain’s New York Business “Fast 50” growth firm in New York City. For more information, please visit www.focusfinancialpartners.com.
