Managing Director

Stasia Washington has over 25 years experience in the financial services industry advising high-net-worth individuals and their families, business owners and corporate executives on the management of their liquid assets, financial planning, estate and tax planning.

Recognized throughout her career, Ms. Washington’s honors include the National Sales Network-Women in Sales Excellence Award, the National STEM Top Woman of Color in Finance Award, Who’s Who in Black Los Angeles, The American Cancer Society Award of Merit, and The NAACP Los Angeles Outstanding Leader of the Year Award. The Mexican-American Business Coalition and the Asian Business Association honored her as an Outstanding Business Leader. Ms. Washington also received the Outstanding Banker of the Year Award from the Los Angeles Urban Bankers and the late U.S. Congressmen Julian Dixon recognized her with a special Congressional Economic Development Award. 

Ms. Washington has served as a featured speaker for the American Banker Association, National Wealth Management Conference, NAACP Image Awards, National Association of Black MBAs and the National Sales Network. She is an active member of the Board of Directors of The MusiCares Foundation for the National Academy of Recording Arts and Sciences, and the Harvard Kennedy School – Women and Public Policy Program’s Leadership Board. Ms. Washington also serves as a Founding Member of the Council of Urban Professionals (CUP), Los Angeles. 

Ms. Washington is a graduate of Pepperdine University, George Graziado Business School, MBA. 

(310) 943-8802
(310) 625-0753