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Since 1984, Reza has engaged in private investment services. He focuses on the management of equity portfolios, private equity, and diversification strategies. Before joining Merrill Lynch Wealth Management in 1999, he managed private banking services for the West Coast South Region at J.P. Morgan in Los Angeles for three years, including securities brokerage, investment advisory, trust and estate planning services, and credit groups. Reza also spent twelve years in Private Client Services at Goldman Sachs & Co. and Credit Suisse First Boston. Reza earned a Master of Business Administration from the Anderson School at UCLA and a Bachelor of Arts in Economics from Pomona College. He was a member of Pomona College’s Board of Trustees. Reza was named to the Barron’s “Top Private Wealth Management Teams” list as a member of the Jones Zafari Group in 2019-2023 (Published annually in April. Rankings based on data as of December 31 of the previous year) as well as to the 2022 Forbes’ “America’s Top Wealth Management Teams Private Wealth” list (Published on November 8, 2022. Rankings based on data as of March 31, 2022) and to the 2023 Forbes Best-In-State Wealth He was named to Barron’s “Top 100 Financial Advisors” every year from 2005-2022 (Published annually Mar – April. Rankings based on data as of December 31 of prior year), as well as having been named on the Financial Times “Top 400 Financial Advisors” 2013-2020 (Published annually Mar – April. Rankings based on data as of June 30 of prior year), along with being named to the Forbes “America’s Top Wealth Advisors” every year from 2016-2023 (2023 published in April. Ranks determined by data as of June 2022. Years prior to 2023, published annually from August to October. Based on data from March to June of the current year. Reza was ranked second in the Los Angeles Private Wealth category on the 2021 Forbes “Best-In-State Advisors” list (published on February 11, 2021). Based on information as of June 30, 2020.
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