Michele Havens

With over 30 years of experience in financial services, I am proud to lead the overall execution of strategic priorities, employee engagement and the enhancement of the client experience. I believe happy and fulfilled employees deliver an exceptional client experience creating strong client relationships. My passion is to help our clients achieve their financial goals and aspirations, and to strengthen their trust and confidence. I have a deep expertise in wealth management, investment management, financial planning, and financial services, and I hold the Certified Financial Planner®, CFP® designation and an MBA from UCLA Anderson School of Management. I am in year eight of nine years with the Harvard Business School/YPO Presidents Program, which enhances my leadership and strategy skills. I am actively involved in the community, serving on the board of directors for UCLA Anderson School of Management and Marymount High School. I am a past President of the Jonathan Club and served on the board of YPOLA, St. Matthews Parish School and United Way Los Angeles. I have been recognized as a 40 Under 40 Award recipient by the Puget Sound Business Journal. The Los Angeles Business Journal has named me a Top Woman in Banking and one of the 500 Most Influential People in Los Angeles. In 2025, I was ranked #1 out of 50 Women Leaders in Investments by Women We Admire.