Miracle Mile Advisors Achieved Firm’s Largest Growth in 2020
“The current climate has shaken up our lives personally and professionally, and it has prompted us to take a very close look at what growth will look like going forward for the longevity of our business,” said
“We have built a strong team and infrastructure by establishing strategic partnerships and investing in the next-generation of advisors,” added
Miracle Mile Institutional –
Miracle Mile Institutional debuted in January and is led by a veteran team of three who successfully built and managed a
$2 billioninstitutional consulting practice at Payden & Rygel. The Miracle Mile Institutional Team is comprised of Gerard Tamparong, CFA®, CFP®, Frank Lee, CFA®, and Michael Treidl, CFA® who have a combined 50 years of industry experience.
Dimitry Farberov, CFA ® – In January, Farberov joined Miracle Mile Advisorsas an investment advisor with nearly 10 years of financial experience, specializing in retirement planning, asset management, income distribution and philanthropic planning. Prior to joining Miracle Mile Advisors, Farberov served as an investment advisor at IDB Capital, a Wealth Advisor with RSM, and a Financial Consultant with Comerica. Dimitry graduated Cum Laude from UCLAwith a degree in Political Science and a focus on International Relations. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.
Craig Borkovec– In February, Borkovec joined Miracle Mile Advisorsas an investment advisor with over six years of experience in the financial services, building customized comprehensive financial plans & investment solutions for high net worth individuals and families. He launched Miracle Mile Advisors’ first ESG ETF that tracks the S&P 500 index. Prior to joining the firm, Borkovec began his career at Fidelity Investmentsand Deutsche Asset Management. He received his bachelor’s degree with a concentration in Finance from Saint Louis University.
Amanda Fox– Fox has worked in asset management for six years and joined Miracle Mile Advisorsin February as a Client Service Associate, where she supports advisory teams and their clients. Prior to joining Miracle Mile Advisors, Fox worked with a Japan-based financial group, where she specialized in investor relations and managed the U.S.branch legal and compliance program. She received her bachelor’s degree in Political Science from the University of California, Los Angeles.
Danielle Voloshin–Voloshin has worked in the financial services industry since 2011. She joined Miracle Mile Advisorsin April as an Investment Advisor, specializing in implementing customized investment strategies, complex cash flow models and wealth transfer techniques. Prior to joining Miracle Mile Advisors, Voloshin worked at Green Street Advisorsand Morgan Stanley Private Wealth Management. Voloshin received her MBA with Dean’s Honor Listdistinction from the University of Chicago Booth School of Businessand her B.A. from Lake Forest College(Phi Beta Kappa). She holds the Financial Industry Regulatory Authority(FINRA) Series 66 securities license.
RIA Merger – In July,
Miracle Mile Advisorsannounced a partnership with Aequitas Wealth Management, a Los Angeles-based wealth management firm that brings more than 60 years of combined expertise in financial planning along with $250 millionin managed portfolios. Principals Sarah Lewis, CFP®, CFE, and Joe Alexopoulos, CFP®, CFE, bring their senior leadership to Miracle Mile Advisorsas Managing Directors, and Sidi Zhaojoins Miracle Mile Advisors’ robust Client Service team.
“2020 is a growth year for us, and we have the wind at our backs because our clients have access to the best in human capital for a lifelong partnership across generations,” said Rolph.
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