Darren Menaker Email & Phone Number

I specialize in working with entrepreneurs, owners of closely held businesses, and people in media and entertainment. As a Financial Advisor, I aim to understand the unique factors that shape my clients’ view of the world, and their views about money, to ensure their financial plan is best tailored to meet their specific needs. I fully appreciate the weight of responsibility that being the steward of someone’s wealth brings. As a result, I consider myself to be my clients’ advocate – to bring to bear new ideas and resources as situations warrant and to help them steer clear of potential pitfalls. Money can be a source of anxiety, fear, and frustration that stems from the inability to achieve certain goals and not having a portfolio that reflects their view, beliefs, or tolerance for risk. I work tirelessly for my clients to reduce the stress that money brings and to ensure their future plans and objectives are fulfilled. Together, we simplify the complexity associated with having significant wealth by creating comprehensive goal specific investment plans.

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  Managing Director

  Bernstein Private Wealth Management

  Mar 2003 - Present - Los Angeles, Ca

  My deep understanding of the business owner mindset and our differentiated structure makes me uniquely qualified to service this market. They find value in my ability to help them build a team of trusted advisors—investment bankers, valuation consultants, M&A accountants and attorneys, and trust and estate lawyers. The work we do as a team helps guide them to make well-informed decisions about their business and investments and to pre-experience what life looks like on the other side of a transaction. Our clients benefit from the access to Bernstein’s deep industry and sector research and talented analysts (who often come from the same industry). We are a source of capital and can help businesses grow. And once mature, we help owners strategize and plan for a sale or major liquidity event. Our ability to play a value add role at every point of the business life cycle is why business owners choose to work with us.