Steve Shrier

Steve Shrier has spent over 30 years analyzing financial markets, understanding market cycles, and building client portfolios through changing market conditions. Steve began his career as an investment professional with Bache & Company, later Prudential Securities, where he was Vice President and many times honored as the top account executive of the Western Region. In 1998, Steve established himself as an independent financial adviser with LPL Financial and founded Shrier Wealth Management with his son, Zachary, in 2001. Steve serves as the firm’s Registered Principal and Chief Investment Officer.

steve@shrierwealth.com

 

Zachary Shrier

Zachary Shrier co-founded Shrier Wealth Management in 2001. He has significant experience evaluating, structuring and managing portfolios of stocks, bonds, mutual funds, and equity derivatives. Prior to managing portfolios for individuals and small businesses, Zach worked as a business analyst at McKinsey & Company in New York, with a focus on financial institutions. Zach holds a B.A. with honors from Harvard University where he was elected to Phi Beta Kappa.

zach@shrierwealth.com

 

Lindsay S. Bourkoff, CFP®

Lindsay Bourkoff is a CERTIFIED FINANCIAL PLANNER™ and serves as the Director of Financial Planning at Shrier Wealth Management. With over 13 years of experience, Lindsay’s expertise includes crafting retirement planning strategies for individuals and businesses and advising clients on building wealth through savings and budgeting techniques.  Lindsay joined Shrier Wealth Management in 2006, bringing her experience from some of the top firms on Wall Street. She began her career as an Analyst at the J.P. Morgan Private Bank in New York, where she constructed investment portfolios and conducted research for high net worth individuals and foundations. Previously, Lindsay worked at Bear, Stearns & Co. and Citibank Private Bank.  Lindsay graduated cum laude from Columbia University. In addition to her work at Shrier Wealth Management, Lindsay currently serves as the Treasurer of the Executive board of Beth Jacob Congregation in Beverly Hills and volunteers her time with the SIFMA Foundation dedicated to investment education for children.

lindsay@shrierwealth.com

 

Elissa Bonk

An operations leader with over 20 years of management experience in diverse industries ranging from education and media to specialty food & beverage and health, Elissa joined our team in January 2016. She is excited to be in the wealth management industry, where she can support our advisors as they help individuals and families pursue their financial security goals. Aligned with our client-centered approach, Elissa puts emphasis on building and nurturing client relationships by anticipating individual needs and delivering the highest standard of service. When she is not in-office providing her best attention, she is: hiking, frequenting local farmers markets, contributing to society, and composing & performing written and musical works.

elissa@shrierwealth.com

 

The financial consultants at Shrier Wealth Management are financial advisors with LPL Financial.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.