Perfil
Mr. Amir A.
Monsefi is a Co-Founder & Chief Executive Officer at AIRE Advisors LLC.
He brings over 29 years of industry experience as a financial advisor, including 20 years in management, to AIRE, where he is responsible for the day-to-day operations of the firm and growth of the business.
Before founding AIRE, Mr. Monsefi was the Senior Resident Director at Merrill Lynch’s prominent Century City, California office, where he oversaw more than 55 financial advisors.
During his leadership tenure, he worked closely with hundreds of financial advisors and, in the process, gained exposure to the best practices of the best in the business.
He has frequently traveled throughout the country and presented to financial advisors on optimizing the client experience.
Before Merrill, he was a Sales Manager and Wealth Advisor at UBS, as well as Regional Sales Manager and Financial Advisor at TD Ameritrade.
He serves as a Wealth Advisor and as Chief Investment Officer, creating and managing investment portfolios.
One of his most rewarding roles is developing and coaching financial advisors.
He is a graduate of Brandeis University with a BA in psychology, he received his MBA from The Anderson School at UCLA with concentrations in finance and entrepreneurship.
Cargos activos de Amir Ali Monsefi
| Empresas | Cargo | Inicio |
|---|---|---|
AIRE Advisors LLC
 AIRE Advisors LLC Investment ManagersFinance AIRE Advisors LLC (AIRE) is an independent registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was co-founded by Amir Monsefi and Sharon Nassir in 2020. AIRE provides asset management and financial planning or consulting services to individual and institutional clients. | Director Ejecutivo | 01/01/2020 |
Antiguos cargos conocidos de Amir Ali Monsefi.
| Empresas | Cargo | Fin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Corporate Officer/Principal | 01/01/2020 |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | 01/12/2011 |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Corporate Officer/Principal | 01/12/2006 |
Formación de Amir Ali Monsefi.
| Brandeis University | Undergraduate Degree |
| UCLA Anderson School of Management | Masters Business Admin |
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
AIRE Advisors LLC
AIRE Advisors LLC Investment ManagersFinance AIRE Advisors LLC (AIRE) is an independent registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm was co-founded by Amir Monsefi and Sharon Nassir in 2020. AIRE provides asset management and financial planning or consulting services to individual and institutional clients. | Finance |
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