Mr. Martinez is the Founder, CEO, and President of MAM Wealth Management LLC, a financial and wealth management group based in Los Angeles. Mr. Martinez's finance career started as Finance Banking Officer for ABLE International, where he was responsible for the financial strength of 120 organizations around the world. Currently he advises various groups and organizations regarding investments, financial and management issues with a proven track record.
He is also responsible for opening children's learning centers as well as drug rehabilitation centers in Europe. In the U.S., Alex worked as an Executive Branch Officer for Transamerica Financial Services, managing a $50 million real estate portfolio. He later served as Vice President of Investment Services with Morgan Stanley & Co for over 7 years and from there he represents numerous clients with the complexities of the investment world in areas of securities markets, real estate investments, risk management and estate planning.
Presently, Mr. Martinez is involved with Narconon and Applied Scholastics, non profit organizations helping with educational issues and the drug education problems. Mr. Martinez earned a Business Psychology and Business Administration degree from the University of Barcelona, Spain, with additional training in personal finance and international finance from UCLA Extension and a member of the WISE Charter in Pasadena. He is fluent in English, Spanish, Italian, French and Catalan.
Pamela J. Watson is an accomplished finance and accounting executive with over fifteen years of experience in financial services and securities and is an experienced chief financial officer of a publicly traded real estate investment trust. She has an extensive background in financial reporting for mortgage-backed securities, mutual funds and is an NASD registered broker-dealer.
Having directed all finance and accounting aspects of a publicly held company (NYSE: "ANH") she has a wealth of knowledge and expertise in accounting and organizational functions, from creating thorough procedural paradigms to developing and implementing media and investor relations programs.
Pamela holds her accounting degree from Lehigh University and has her Master's of Business Administration from Claremont Graduate School (with a focus on finance). She is multi-certified, Securities Industry Licenses: NASD Series 7, Series 24, Series 27 and Series 63 and continues to educate herself beyond the demands of the field.
She has also done exceptional volunteer work as a member of the Executive Committee, University of Southern California, Physically Challenged Athletes' Scholarship Fund and Subscription Drive Team Member, National Public Radio, Station KCRW.
Paulina has over eight years experience working in the finance field. From accounting for an international textile firm in Colombia to executive management in the US and New Zealand, Paulina has served her clients professionally and ethically.
A bilingual graduate of UCLA, Paulina volunteers her spare time tutoring underprivileged kids and practicing the performing arts. Paulina also works for WePhix Business Management Technologies, the sister company of MAM Wealth, supervising the entertainment accounts and the marketing campaigns.
Advisor Solutions Group, Inc. assists MAM Wealth Management, LLC with our regulatory compliance requirements.
Advisor Solutions Group, Inc. (ASG), based in Newport Beach, California, provides regulatory compliance consulting services to small and mid-sized state and SEC registered investment advisers. Consulting services provided include assistance with registration, regulatory filings, development and annual review of compliance programs and written policies and procedures, review of advertising material, and preparation for regulatory exams.Rafael is the founder and principal of several companies, Wealth Management Associates, Hispanic Business Development Group and Arroyo Partners.
Rafael studied Business Administration as an undergraduate student at the University of Southern California, holds an MBA from Pepperdine University's Presidential Key Executive MBA program, a Law degree from Western State University and a Masters degree in Financial Planning from Kansas State University. He is also a graduate of the Wharton School of Business Executive Education program with a certificate in Strategy and holds a certification in Project management from Rutgers University. He is also a graduate of USC's Ross Minority Real Estate Development program.
He began his career in 1983 at Merrill Lynch serving the individual retail investor. His career led him to Management where he served as Senior Vice President and manager of the second most profitable in branch in the US of Morgan Stanley Corporation, with over $3.7 billion dollars under management and responsible of 43 financial advisors. He was in charge of branch expansion, profitability, legal and compliance.
In 2003 he incorporated consulting into is wealth management company when he formed the Hispanic Business Development Group. Rafael continues to manage assets for his clients through Wealth Management Associates LLC and along with Arroyo Partners is developing beachfront property in Baja California, Mexico.
In addition to his activities he serves as an industry arbitrator for the NASD and serves on the faculty of Pepperdine University's Graziadio School of Business and Management.
Rafael was a frequent guest lecturer at the World Trade Center where he spoke on such diverse topics as Retail Investment Manager selection, Client acquisition strategies, Options strategies, Retail branch Compliance procedures, Client data base management and business development.
Cyrus Moghadassi is a Los Angeles native with a true passion for real estate and investments. He has training in both architecture and mortgage lending so the prospect of managing real estate funds is one that not only makes sense, but makes him eager to combine his professional passions. Having attended Cal Poly San Luis Obispo (with a Creative Writing major and Finance minor) Cyrus is familiar with various design principals, financial variables and even some Shakespearian sonnets. After college he worked with SIA Architecture (a prestigious L.A. based firm) and managed projects, aided in design/drafting and learned about mortgages on the side. He took this knowledge and began to pursue loan brokering more and more and eventually worked with United Vision Financial as a loan officer with a specialty in investment properties. Recently he has joined the WePhix Business Management Technologies organization to work for the MAM Wealth fund management team with great confidence in the various projects and services offered by both. In his free time Cyrus is a martial artist and occasional writer of short autobiographical paragraphs.