Our Team

The team of advisors, investment managers, and analysts at Bel Air is equipped to meet its clients’ investment needs and fortify legacies for generations to come.

Investment Advisors
Todd Morgan

Todd Morgan

Partner/Chairman
David Sadkin

David Sadkin

Partner/President
Supriya Batra

Supriya Batra

Partner
Josh Markman

Josh Markman

Partner
Kevin W. Philip

Kevin W. Philip

Partner
Ronald J. Silverman

Ronald J. Silverman

Partner
Jack R. Suzar

Jack R. Suzar

Partner
Heather Wald

Heather Wald

Partner
Stephanie Withers

Stephanie Withers

Partner
Carl Ludwigson, CFA, CQF

Carl Ludwigson, CFA, CQF

Managing Director
Richard Ratner

Richard Ratner

Senior Vice President/Investment Advisor
Joseph Rosol, CFP<sup>®</sup>

Joseph Rosol, CFP®

Senior Vice President
Reid Budrovich

Reid Budrovich

Associate
Alex Cargal

Alex Cargal

Associate
Abigail Hurley

Abigail Hurley

Associate

Investment Managers
Arun Bharath, CFA, CAIA

Arun Bharath, CFA, CAIA

Partner/Chief Investment Officer
Craig Brothers

Craig Brothers

Partner/Senior Portfolio Manager & Co-Head, Fixed Income
Barry HoAire

Barry HoAire

Partner/Portfolio Manager & Co-Head, Fixed Income
Allen Kim, CFA

Allen Kim, CFA

Director, Investment Strategy Group
Rich Freilich

Rich Freilich

Head of Equity Trading
Mathian Vali, CFA

Mathian Vali, CFA

Credit Research Analyst

Management and Admin
Deborah Dana

Deborah Dana

Partner/Chief Operating Officer
Drew Stanford

Drew Stanford

Trust & Estate Strategist
Todd Morgan

Todd Morgan

Partner/Chairman
David Sadkin

David Sadkin

Partner/President
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1999 Avenue of the Stars
Suite 3200
Los Angeles, CA 90067

310.229.1500 | info@belair-llc.com

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