ChFC, President & CEO
Serving as lead advisor to the firm’s high net worth individuals and families, as well as advisor to endowments and foundations, Larry has over 30 years of experience developing financial and investment plans that thoughtfully address the goals and objectives of Pacific Portfolio clients.
Overseeing global asset allocation strategies and portfolio construction on behalf of Pacific Portfolio, Larry understands the nuances of individual clients and client needs, and how best to implement financial and investment plans to address each.
Larry works with the client service team to provide ongoing performance evaluation and advisement, and also serves as chairman of the firm’s Investment Committee; in this role, he assists in guiding the investment process for Pacific Portfolio, ensuring the firm provides consistent, effective counsel to clients.
Larry has served as the firm’s President & CEO since founding Pacific Portfolio in 1992, and also serves as President & CEO of Pacific Portfolio Trust Company.