Ian is the Co-founder and CEO of Northmark Wealth Management, LLC. A boutique investment advisory firm located in Beverly Hills, CA.
Machi is the Co-Founder and managing partner of Northmark Wealth Management, LLC. He overseas the day-to-day operations of the firm as well as serves his clients. Machi specializes in alternative investments, risk management and manages our new client on-boardings.
Luciana is our client service advisor. She manages the administrative side of the business as well as company recruitment . She joined the firm in 2017 as an administrative staff and plans to transition to an advisor role next year. Currently, she is working on getting her CFP designation.