Manhattan West offers a diverse and vertically integrated platform of services, direct investments, and strategies to deliver results for clients, partners and shareholders.
In 2016, the firm was launched by a group of Financial Professionals that departed J.P. Morgan and quickly innovated to become a distinctly different financial solutions company.
Commencing with traditional liquid portfolios as its initial offering, Manhattan West evolved its service platform by adding Insurance, Business Management and Tax Services to provide a more comprehensive suite of services for clients. With the goal of instituting a one stop solution, the firm is deeply engaged with the day to day financial affairs for our valued clients.
Manhattan West hired experienced professionals across its Alternatives platform and began to assemble proprietary offerings for clients seeking more transparency, access and rigor. Today, the Firm offers unique access to alternative investments in real estate, venture capital, private equity and private debt where they serve a discriminating set of private clients in addition to institutional investors.
Lorenzo Esparza is the Chief Executive Officer and Founding Principal of Manhattan West where he leveraged his legal, corporate and financial experience to form the modern version of an investment firm.
Mr. Esparza manages the firm’s strategic direction while overseeing day to day operations. He is focused on building the Firm using a top down approach to working with clients across a broad suite of services and investment categories.
Focused on building a culture of excellence and inclusion, Mr. Esparza seeks to retain only the most qualified candidates with outstanding academic pedigrees from prestigious universities whose professional experience and high character make them ideal partners.
A respected investor, Mr. Esparza chairs the Investment Committee where he takes a hands on approach to identify and approve liquid portfolios and alternative investments across a broad set of asset classes.
Our Commitment to the Community
As a Latino-owned investment firm and a certified Minority Business Enterprise, the firm is deeply committed to impact investing in concert with its rigorous value driven investment discipline.
Among its earlier investment strategies, the Firm established the Manhattan West Community Investment Fund, which recognized the existence of under-served and under-banked communities across the country, and therefore, provided capital to minority and women- owned companies.
Manhattan West reviews each investment opportunity with a lens toward understanding the social good of the underlying investment.
Our Core Values
As a privately owned, independent firm, we conduct business that adheres to our core values. For us, these are not hollow words; they are moral imperatives that drive every interaction we have with every client.
- IntegrityWe hold ourselves to the highest ethical standards in all of the services we provide. We are honest, transparent, and always put the interests of our client first.
- ExcellenceWe are committed to being responsive and responsible to those we serve. We strive for excellence at all times.
- InclusionWe treat everyone with the same level of respect regardless of their position and celebrate their successes. We encourage each individual to pursue their independent thought and opinion while working for the common result.
- InnovationWe are always innovating as individuals, as a company, and as a community. We try to pursue creative solutions to improve our work and therefore improve results for our clients.
What We Do
We are an innovative and fully integrated modern financial solutions company. Our unparalleled commitment to clients is meaningful and promotes the highest degree of trust and alignment of interests. The Firm takes a pragmatic approach to working with a diverse group of private clients and institutional investors.