People Moves

Connecticut-Based Wealth Firm Promotes Partner

Austin Freitas 12 December 2013

Connecticut-Based Wealth Firm Promotes Partner

LLBH Private Wealth Management, a Connecticut-based independent wealth management firm, has promoted Michael Kazakewich to partner, the company said in a statement.

LLBH Private Wealth Management, a Connecticut-based independent wealth management firm, has promoted Michael Kazakewich to partner.

Kazakewich will serve on the LLBH investment committee and continue to lead the firm’s financial planning efforts, with a focus on asset management, concentrated stock hedging, lending, cash management, alternative investment due diligence and family office services.

He has worked with LLBH’s founding partners - Kevin Burns, Jim Pratt-Heaney, Bill Lomas and Bill Loftus - for 15 years and was a key participant in establishing the independent practice in 2008, the firm said. Prior to establishing LLBH, the founding partners worked together at Merrill Lynch for over a decade.

LLBH manages over $1.3 billion in client assets.

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