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Our Team

Our team of wealth managers has roughly 150 years of collective experience, plus the in-depth training, needed to construct a personalized plan and portfolio that will totally reflect your specific situation. Our goal is to provide you with a financial strategy that will allow you to enjoy more of what is most important in your life.

When you’re a client of SLK Private Wealth, you benefit from working with our team in two ways.

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The first is the knowledge and insights we share based on our extensive experience, training, and education. Various team members have earned meaningful credentials that enhance their expertise.

Glen Strauss

Glen Strauss, named to the Forbes Best in State Wealth Advisors list (2018-2022), graduated with a BA in Music Education from the University of Illinois, earned a JD from USC Law School and was admitted to the California Bar in 1980.

Jonathan Lewis

Jonathan Lewis, named to the Forbes Best in State Wealth Advisors list (2018-2022), has a degree in Law and Accounting from Southampton University, earned an MBA from UCLA, and has worked as a CPA in California.

EJ Kahn

EJ Kahn, named to the Forbes Best in State Wealth Advisors list (2022) and the Forbes Top Next-Gen Wealth Advisors list (2019, 2021, 2022), holds a Master’s degree in Investor Relations from the University of San Francisco.

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The second is found in the team-based approach we take in managing our clients’ relationships. You will have access to our entire team, and the diversity of their backgrounds and skills will provide an elevated experience – backed by our family office-like commitment to service.

What does this mean for you?

Having the insights and experience of wealth management professionals who have studied advanced planning strategies, investment management and analytics, alternative investing, investor relations, accounting, and law creates a highly differentiated vantage point for our clients. The result is that SLK Private Wealth can provide a more holistic set of recommendations that would not be possible from a narrower scope of experience.