Currently living in Mill Valley, Lionel has worked downtown in San Francisco for over 25 years in the financial district as a Certified Wealth Strategist (with an MBA in Finance; BA in English), managing wealth for high-net worth individuals at firms such as Wells Fargo Private Bank, Schwab Institutional, and JPMorgan Private Client Services.
He integrates his clients' real estate holdings into the full complement of their asset-class allocation, focusing on lifestyle enhancement and capital appreciation, assisting in the full array of wealth holdings to reach each individual client's goals.
Lionel is founder of the EACH Foundation, a unique 501(c)3 grant-making foundation, established in 2015 to serve the community, distributing charitable funds to over 800 unique Bay Area public charities, empowering a volunteer network of 50 diverse everyday big-hearted citizens with the "gift of giving."
He donates 10% of his gross commissions to the charity of the client's choice, engaging his clients in the philanthropic process.
Having been an intercollegiate NCAA Track & Field All-American (Hall of Fame, Occidental College), he has the endurance to take any deal wire-to-wire across the finish line with flying colors. Mountain biking, running, hiking, alpine skiing, and sailing are some of his weekend pastimes.
Lionel is a graduate of Town School for Boys (San Francisco), Occidental College (Los Angeles), and the Peter Drucker Business School (Claremont, CA).