About Us
Pasadena Private is a boutique multi-family office handling the distinct financial needs of affluent families. Our suite of in-house services provides clients with access to experts and financial solutions that address most time sensitive needs. Pasadena Private is comprised of five primary lines of business that include portfolio management, commercial lending, retirement solutions, mergers & acquisitions, and property management. Additionally, our clients have access to direct investments sourced and managed by Pasadena Private in the categories of private loans, real estate, and early-stage companies.
The 3 Dimensions of Wealth
Our Logo represents our belief that investments should be allocated across three major categories that each help grow and protect your wealth in different and complementary ways:
- Producing Real Estate for steady tax-advantaged income and generational wealth transfer
- Diversified Securities Portfolio for long term growth and short-term liquidity needs.
- Privately Held Businesses for maximum growth potential but higher risk and restricted liquidity.
OUR TEAM
Our in-house team of professionals advises on and provides the financial services you need at each stage to grow and protect your wealth.
Andre Aharonian
Credit Analyst, Lending
Mandy Benedict
Director, Property Management
Alex Blaine
Junior Credit Analyst, Lending
Heidi Brendemihl
Managing Director, Real Estate
Rosalie Carerneia
Bookkeeper, Business Management
Mike Choi
Director of Operations
CFP®
Raymond Chu
Controller, Lending
Ann Chung
Private Client Manager
Craig Colbath
COO & CCO, Founding Partner
Charlie Coleman
Managing Director
Geert Criel
Managing Director, Strategic Advisor
Shawn Damiani
Director of Business Management
Brad Feldman
Managing Director, Strategic Advisory Services
CEPA®
Debbie Fukawa
Business Manager, Institutional Retirement Plans
AIF® CPFA® C(k)P®
Thomas Gareton
Analyst
Preston Hayes
Consultant
Jennifer Hendricks
Senior Analyst
Simon Holford
CEO & CIO, Founding Partner
CPWA® CRPC®
Anthony Hunt
Private Client Manager
George Kaluhiokalani
Managing Director
CFP®
Mike McAdams
President, Lending
Nicole Moreau
Client Relationship Manager
Bryan Muth
Director of Retirement, Founding Partner
C(k)P® CRPC® CRPS® CPFA®
Shasha Qi
Senior Credit Analyst, Lending
Hesam Rasoulzadeh
Digital Marketing and Public Relations
Simon Reeves
Managing Partner
CPWA® CEPA®
Arlene Sacco
Real Estate Accountant
Jason Shlecter
Director of Credit, Lending
CFA®
Laura Smith
Private Client Manager
Iain Whyte
Chairman, Founding Partner
AIF® CIMA® C(k)P®