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 other asset classes for investment and lifestyle enhancement, and assists in balancing the wide array of wealth holdings to help reach each individual client's goals.
Lionel is also the founder and president of the EACH Foundation, a unique 501(c)3 private foundation which he established in 2015 to serve the community, distributing over $9 million to over 800 unique Bay Area public charities, through a volunteer network of 50 diverse philanthropic advisors.
He believes in public/private partnerships, and contributes 10% of his gross commissions to the charity of the client's choice, in order to engage his clients in the philanthropic process.
Mountain biking, running, hiking, alpine skiing, and sailing are some of Lionel's weekend pastimes, and having been an intercollegiate NCAA track and cross country runner (Occidental College T&F hall of fame; four-time All-American), he has the endurance to take any deal wire to wire across the finish line with flying colors.
Lionel is a graduate of Town School for Boys (San Francisco), Occidental College (Los Angeles), and the Peter Drucker Business School (Claremont, CA).