As a Senior Vice President/Investments with The Mann Wealth Management Group, I am dedicated to helping our clients build, manage, preserve, and transfer their wealth. Whether you are planning for retirement, major purchases, your children’s or grandchildren’s education, the purchase of insurance, or wealth preservation, we can help.
In addition to having 17 years as an advisor, I attended St. John's University School of Law and was an attorney in the Asset Management group of Fried, Frank LLP for three years. My practice focused on the formation and ongoing management of investment vehicles, primarily private equity funds. My clients consisted primarily of global investment banks.
With my asset management experience and critical perspective gained at Fried Frank, I rejoined my father in 2011 and we formed The Mann Wealth Management Group, where we continue to help our clients, including many partners at top global law firms as well as people from all walks of life, both nationally and internationally, plan for all of their short-term and long-term goals.
Stifel is a comprehensive wealth management firm. We provide a broad array of public and private investment options, offer long-term financial planning, are fully insurance-licensed, provide lending through Stifel bank, and act our clients' financial sounding boards. We also provide tax planning and estate planning consultations among a broad range of wealth planning services.
Writing, history, finance, gardening, cooking, dancing.
A good lead for me is anyone who needs assistant with their investments or needs financial planning guidance or even an insurance policy. People often need my assistance if they have too much cash but aren't sure what to do or are afraid, have left a job and needs help moving their 401K retirement assets, are beginning to think about retirement or making other life changes. Most people are intimidated by money, have inertia regarding making a change, or freeze up when they're required to make a financial or investment decision. We step in and assist, providing guidance and solutions.