Services: Tax-aware portfolio management for high-net-worth clients
Arman leads the investment team creating and delivering tax aware portfolios designed specifically for each client.
Arman brings over twenty years of industry experience upon co-founding Auric Private Wealth. He began his career at Goldman Sachs Ayco, providing comprehensive financial planning services to high-net-worth individuals and corporate executives. He later served as a Senior Analyst with a Los Angeles-based Registered Investment Advisor, followed by a Portfolio Manager position with an ultra-high-net-worth family office, actively managing a top-quartile U.S. equity fund. He then partnered with Michael Mittman at Merrill Private Wealth Management, leading the team’s investments and planning functions.
Arman graduated with honors in Business-Economics from UCLA and completed his MBA in Finance from USC. He also earned his Chartered Financial Analyst® (CFA®) charter in 2009.
