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Adrian Escalante

Adrian Escalante

Associate at Beverly Hills Private Wealth, LLC

Los Angeles, CA , United States

About

Adrian Escalante is an Associate at Beverly Hills Private Wealth, LLC, based in Los Angeles, CA. In this role, Adrian is responsible for supporting client relationships and ensuring the efficient execution of daily operations in a boutique wealth management environment. His role emphasizes personalized service, reliability, and operational excellence to meet the needs of successful individuals and multi-generational families.

Adrian’s investment professional background includes working as a Relationship Banker at J.P. Morgan Chase, where he refined his expertise in client service and financial solutions before joining Beverly Hills Private Wealth in October 2022. Previously, he held managerial positions in the hospitality industry at premier hotels, country clubs, and film studios throughout California, bringing a customer-focused and detail-oriented approach to his finance career.

At Beverly Hills Private Wealth, Adrian contributes to a team that specializes in tailored investment management, wealth planning, and risk management for clients across diverse sectors, including business owners and entertainment professionals. While formal educational credentials are not publicly listed, Adrian’s dedication to exceptional service and operational efficiency is cited as a core asset in serving the firm’s sophisticated clientele.

Career History

OrganizationRoleDate RangeDetails
Beverly Hills Private WealthAssociateOct 2022 to Present
JPMorganChaseRelationship BankerMay 2022 to Oct 2022

Others at Beverly Hills Private Wealth, LLC (1)

NameRoleLocation
N
Nick Nejad
Chief Investment OfficerUnited States

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