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.
Iain Whyte
Chairman, Managing Partner
AIF® C(k)P® CIMA®
Simon Holford
Managing Partner
CPWA® CRPC®
Bryan Muth
Managing Partner
CPFA® CRPC® CRPS® C(k)P®
Craig Colbath
Chief Operating Officer
CRPC®
Mandy Benedict
Director, Property Management
Rosalie Carerneia
Bookkeeper, Business Management
Mike Choi
Director of Operations
Charlie Coleman
Finance Director
Ann Chung
Private Client Manager
Brad Feldman
Managing Director, Strategic Advisory Services
Debbie Fukawa
Business Manager
AIF® CPFA® C(k)P®
Anthony Hunt
Private Client Manager
Mike McAdams
CEO, Lending
David Moffat
Managing Director, Private Equity
Nicole Moreau
Client Relationship Manager
Heather Ortega
Director, Business Management
Arlene Sacco
Bookkeeper, Business Management
Jason Shlecter
Director of Credit, Lending
Laura Smith
Private Client Manager
Shasha Qi
Credit Analyst, Lending
Raymond Chu
Controller, Lending
Alex Blaine
Junior Credit Analyst, Lending