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Raymond Wan
Senior Portfolio Manager at Signature Estate & Investment Advisors LLC
About
Raymond Wan is Senior Portfolio Manager at Signature Estate & Investment Advisors, LLC, based in Manhattan Beach, CA, where he leads the development and execution of tailored investment strategies for affluent individuals and institutional clients. In his role, he oversees asset allocation, portfolio diversification, and risk management, ensuring client portfolios align with long-term financial objectives and evolving market trends.
Wan’s professional experience encompasses over five years at Signature Estate & Investment Advisors, having previously served as Portfolio Manager and in trading and data operations roles. He has demonstrated expertise in macro and tactical investment allocation across a variety of asset classes, including equities, fixed income, alternatives, and ESG strategies, with a focus on portfolio customization for high-net-worth clients.
He holds a Bachelor of Science in Business Administration, Finance from California State University-Fullerton, Mihaylo College of Business and Economics. Wan is recognized for his data-driven approach and commitment to delivering highly personalized investment solutions, contributing to the firm’s reputation for client-centric wealth management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Signature Estate & Investment Advisors, LLC | Senior Portfolio Manager | May 2023 to Present | — |
| Signature Estate & Investment Advisors, LLC | Portfolio Manager | May 2020 to May 2023 | — |
| Signature Estate & Investment Advisors, LLC | Trader and Data Operations | May 2018 to May 2020 | — |
| WFP Wine Company | Co-Founder | Aug 2011 to Present | — |
| First Pacific Advisors (FPA) | Data Management | Aug 2015 to Apr 2018 | — |
| Nuveen Investments | Data Integrity Analyst | Jul 2011 to Aug 2015 | — |
| Oaktree Capital Management | Specialist | Apr 2010 to Jul 2011 | — |
| Oaktree Capital Management | Consultant | Mar 2009 to Jun 2010 | — |
| Bank of America | Senior Technical Analyst | Aug 2002 to Jan 2009 | — |
| Western Asset Management | Investment Support | Jul 2000 to Aug 2002 | — |
| Deutsche Bank | Trust Administrator | Sep 1998 to Jul 2000 | — |
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor of Science, Business Administration, Finance
1996 — 1998
Others at Signature Estate & Investment Advisors LLC (21)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Los Angeles, CA , United States |
 | Partner | Cleveland, OH , United States |
 | Senior Partner | McLean, VA , United States |
 | Partner | Cleveland, OH , United States |
 | Associate | Santa Monica, CA , United States |
 | Senior Partner | Los Angeles, CA , United States |
 | Partner | Kensington, MD , United States |
K Kenneth Buzek | Partner | Strongsville, OH , United States |
 | Partner | Cleveland, OH , United States |
 | Senior Partner | Newport Beach, CA , United States |
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