Distinctly

Different

Distinctly

Different

Who we are

Manhattan West is a first of its kind financial solutions company.

The firm operates in three distinct areas that seamlessly integrates investment management with a full array of personalized services to manage your day-to-day financial life.

Our Asset Management  offering includes traditional equity and fixed income portfolios while the  Alternatives platform leverages strength in Real Estate, Venture Capital, Private Equity and Private Debt to deliver a meaningfully diversified portfolio. The Solutions Group offers a variety of customized solutions including Family Office Services, Business Management, Insurance, and Tax, thus uniting the intellectual capital of the firm for the benefit of our client base.

Our Values

As an independent firm, we are free to conduct our business from the standpoint of our own values. For us, these are not hollow words; they are moral imperatives that drive every interaction we have with every client.

We hold ourselves to the highest ethical standards in all of the services we provide.

We operate with complete transparency. Honesty takes precedence over everything else in a truly successful relationship.

We treat everyone with the same level of respect regardless of their position.

We are committed to being responsive and responsible to those we serve. We strive for excellence at all times.

Our Values

As an independent firm, we are free to conduct our business from the standpoint of our own values. For us, these are not hollow words; they are moral imperatives that drive every interaction we have with every client.

We hold ourselves to the highest ethical standards in all of the services we provide.

We operate with complete transparency. Honesty takes precedence over everything else in a truly successful relationship.

We treat everyone with the same level of respect regardless of their position.

We are committed to being responsive and responsible to those we serve. We strive for excellence at all times.

Who we serve

At Manhattan West, we consider ourselves advisors in the fullest sense of the term. We possess the experience and tenacity to create solutions by offering you multiple options to reach your financial goals.

ENTREPRENEURS &
EXECUTIVES
ATHLETES &
ENTERTAINERS
PRIVATE EQUITY &
TECHNOLOGY
EXECUTIVES
ASPIRING &
RETIRING
WOMEN IN
WEALTH
ENDOWMENTS &
FOUNDATIONS

WHY MANHATTAN WEST?

ENDOWMENTS & FOUNDATIONS Image

CONCIERGE CLIENT SERVICE

We pride ourselves on prompt and punctual responses to your needs, questions or inquiries. Our advisors make themselves available outside of business hours via in person meetings, email and phone calls. Our clients are our number one priority.

PERSONALIZED PORTFOLIOS

Manhattan West offers a highly personalized method of portfolio design and creation. We spend time understanding each client’s specific goals and objectives. This enables us to design a customized portfolio for each client based on their time horizon, risk profile, and financial objectives.

Robust Planning Tools-icon

ROBUST PLANNING TOOLS

We utilize research-based planning tools to create and design plans for clients in various stages of their lives. Given our commitment to helping clients navigate their financial future, we’ve invested heavily in the latest resources available in the industry.

Experienced Team-Icon

EXPERIENCED TEAM

Your dedicated team will consist of finance professionals and entrepreneurs with specialized knowledge of investments and wealth management. Your advisory team has a strong business education, including degrees in business, economics and law.

TRANSPARENT & SIMPLE FEE STRUCTURE

Our investment management fees are based upon the size of the account, not the number of trades. We are a fee only advisor—we do not receive commissions for the purchase or sale of your assets or investment selections. Our transparent fee structure ensures that our recommendations are based solely on the client’s best interests.

State-of-the-Art Reporting-icon

On-Demand-Performance-REPORTING

As a client, you will have online access to view your account at any time. You will receive a monthly portfolio appraisal that allows you to view your holdings at their cost and current value. Additionally, you will receive a quarterly performance analysis that illustrates how your portfolio is performing relative to the market.

Our Team

Lorenzo Esparza - bio image

Lorenzo Esparza

Chief Executive Officer / Founding Principal

Kate Kurz - bio image

Kate Kurz

Chief Administrative Officer

Bill Ryan - bio image

Bill Ryan

Chief Compliance Officer

Angie Quintero-Spielman - bio image

Angie Spielman

Managing Director

Chris Fortunato - bio image

Chris Fortunato

Director of Venture Capital

Adam Norvell - bio image

Adam Norvell

Director of Real Estate

Matt Gibbons - Bio Image

Matt Gibbons

Director of Private Equity

Lauren Adovasio-home-bio-image

Lauren Adovasio

Director of Business Management

Mike DiBernardo -bio image

Mike DiBernardo

Director of Tax Services

Justin McCurdy - bio image

Justin McCurdy

Executive Director

Trevor Charlston - bio image

Trevor Charlston

Executive Director

Donnell Beverly Jr - bio-image

Donnell Beverly Jr.

Executive Director

Noah Whitney - bio image

Noah Whitney

Director

Kelley Stanske - bio image

Kelley Stanske

Alternative Investments Analyst

Will Svitek

Real Estate Associate

DaNeisha Nichols

Real Estate Analyst

Brent Hurtz - bio image

Brent Hentz

Business Manager

Elizabeth Wells - bio image

Elizabeth Wells

Business Management Operations

Mackenzie Dickins - bio image

Mackenzie Dickins

Client Associate

Dutch Turley - bio image

Dutch Turley

Construction Manager

Lauren Frka - bio image

Lauren Frka

Staff Accountant

What We Do

With a comprehensive service platform under one roof, we offer
a one-stop shop for guiding you through your financial journey. 
The three departments of Manhattan West:

Asset Management  |  Alternative Investments |  The Solutions Group

What We Do

With a comprehensive service platform under one roof, we offer a one-stop shop for guiding you through your financial journey. The three departments of Manhattan West:

Asset Management  |  Alternative Investments |  The Solutions Group

Asset management

Asset Management

Alternative Investments

Alternative Investments

The Solutions Group

The Solutions Group

1999 Avenue of the Stars, Suite 3000, Los Angeles, CA 90067

Manhattan West Asset Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Manhattan West, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Manhattan West, LLC unless a client service agreement is in place.