Greg Satz, an immigrant from South Africa, relocated to Los Angeles 38 years ago driven by his passion for the stock and bond markets. His journey commenced at a Fortune 500 bank where he specialized in structuring bond portfolios for high-net-worth and ultra-high-net-worth clients. Satz honed his expertise in tax-free municipal bonds and investment-grade corporate bonds, fostering enduring relationships with clients spanning over three decades. Beyond managing substantial assets, he extended his advisory practice to guide clients through liquidity events and devise long-term wealth strategies. In 2017, he co-founded Avitas Wealth Management in Century City, catering to the needs of ultra-high-net-worth clients. Avitas evolved its offerings to include financial planning and alternative investments in response to client demands. Satz played a pivotal role in Avitas' expansion, overseeing a team of 12 professionals managing over $1 billion in assets.

Greg Satz

Principal

Avitas Wealth Management

Asset/Investment Management