Steven Walraven is an Asset Manager in the Los Angeles Private Wealth Management group and joined Lenox Advisors in 2017. He advises clients on a variety of asset allocation decisions and investment strategies. He is also a member of the Lenox Advisors Investment Committee, driving the investment and asset management strategy for the firm.
When Steven joined Lenox, he brought with him over six years of investment and relationship management experience. Prior to joining Lenox, he oversaw 1.5B in assets under management for high-net-worth clients and institutions at City National Rochdale in San Francisco. Before his time at City National, he was an Associate at Fisher Investments in their Private Client Group.
Steven earned his BA degree in Economics from the University of California, Berkeley. He also holds the Charted Financial Analyst ® designation and is a member of the CFA Society of San Francisco. He is FINRA Series 7 and 66 licensed as well as Life, Accident, and Health licensed.
For Steven’s complete licensing information click here.