Managing Director

Mr. Miller is responsible for the development and management of client relationships. He specializes in working with affluent families and their advisors, to identify and attain their financial, legacy, and philanthropic goals.

Prior to joining the firm, Mr. Miller was President of Miller Family Advisors, Inc. Acting as consultant and advocate for high net worth families, he focused resources toward managing the “family balance sheet”. Over a 30 year career in the industry, Mr. Miller has managed the Beverly Hills office of U.S. Trust Company, the Los Angeles office of Deutsche Bank, and led client service teams for Bank of America. Early in his career, he was Director of Marketing for Security Pacific National Bank’s Financial Services Group.

Mr. Miller serves as Chairman of the Board of Directors of United Cerebral Palsy and Wheels for Humanity in Los Angeles, Ventura, and Santa Barbara. He also serves on the executive committee, as treasurer, on the board of the Los Angeles Sports and Entertainment Commission. In addition, Mr. Miller serves on the advisory boards of UCLA Extension School, and the Certificate in Finance Program.

Mr. Miller graduated from California State University, Northridge and received his MBA from Pepperdine University.