Wedbush Securities

Kamal Bajoria, Managing Director in Investment Banking, recently spoke with Kennedy Zak from Los Angeles Business Journal about why Southern California remains a prime destination for financial institutions.    Kamal emphasized that “business banking is relationship-based,” highlighting the importance of local hiring and strategic expansion.    Read the full article below.

We’re pleased to announce the promotion of Sameer Karim to Managing Director, Lowell Bleiweiss to Senior Vice President, and Brennan Tobin to Vice President within our Investment Banking & Capital Markets team. These well-deserved advancements reflect their leadership and Wedbush’s commitment to recognizing top talent. Congratulations to all three!

With tax season just around the corner, January is the perfect time to get organized and ensure you're ready to file efficiently. Discussing the right topics with your financial advisor now can save you time and money later. This can also help ensure that you gather all the information and documentation that you will need to be able to substantiate your return if the IRS should question anything.   Also, your Wedbush financial advisor might suggest some things that you have not thought of to flow through your return. 

We honor the life and legacy of Dr. Martin Luther King Jr., an innovative leader whose commitment to justice, equality, and unity transformed our nation. Dr. King's message of hope and his call to serve others remind us of the importance of treating every individual with dignity and respect. At Wedbush, we strive to uphold these values in our work and relationships, recognizing that true progress is built on understanding and service to one another. As the markets close in observance of Martin Luther King Jr. Day, we reflect on his enduring impact and rededicate ourselves to creating a future rooted in equity and progress. #OnwardandUpward

Set yourself up for success in 2025! The new year is the perfect time to review your goals, update your financial plan, and establish smart habits for the future. ✅ Evaluate your 2024 progress and make adjustments. ✅ Automate savings and manage spending. ✅ Focus on long-term goals like homeownership, education, or early retirement. Your resolutions today can shape your future! Contact your Wedbush advisor to start 2025 with confidence. #NewYearsResolutions #FinancialPlanning #WedbushAdvisors #SmartMoney #LongTermGoals

"Michael’s addition to our team underscores our commitment to becoming a leader in real estate and mortgage finance," said EVP, Head of Investment Banking & Capital Markets, Burke Dempsey. Read below from Gillian Tan at Bloomberg to see how Managing Director, Investment Banking, Michael Murrer's expertise aligns with Wedbush's focus on housing finance and furthering our client offerings.

Join us in welcoming Michael Murrer as Managing Director in our Financial Institutions & Real Estate Investment Banking group. With nearly two decades of experience specializing in real estate, gaming, lodging, leisure, and entertainment sectors, Michael will help drive growth and expand our capabilities across these key sectors. For more information, see here: https://lnkd.in/gunXyQGA

As we begin the new year, this is a great time to make a financial new year’s resolution to have a financially successful 2025. A good way to approach this process is to review your 2024 from a financial perspective. What worked well and in what areas can you improve? This is a good time to talk with a financial advisor to get their advice on what you can be doing to help ensure a financially successful 2025. 

Today, the NYSE and Nasdaq are closed in observance of a National Day of Mourning for former President Jimmy Carter, who passed away at the age of 100. President Carter's legacy of humanitarianism and public service continues to inspire us all. We recognize this longstanding Wall Street tradition of mourning key leaders in the United States and honor President Carter's commitment to democracy, public health, and human rights. As a firm who firmly believes in #PeopleServingPeople, we reflect on President Carter's legacy of treating all people with dignity, compassion and respect. His belief in humanity and equality reminds us that true leadership is grounded in service to others.

We are pleased to welcome Alex Froloff as a Financial Consultant, Wealth Management, to Wedbush. Alex joins us from Merrill Lynch and brings more than 20 years of experience designing, implementing, and consulting on corporate retirement plans.   He specializes in creating comprehensive retirement and 401(k) strategies for business owners and families and is passionate about simplifying complex financial concepts for his clients so they can pursue their goals. Alex lives in Los Angeles’ South Bay area and loves coaching football and baseball. Welcome to the team, Alex!   For more information, see here: https://lnkd.in/gf7cDpXS