Senior Managing Director

Mr. Giddings is responsible for developing and managing client portfolios and bringing a broad array of other services to high net worth individuals. He specializes in working with affluent families going through liquidity events with their businesses and real estate as well as working with corporate executives, divorces and inherited wealth.

Prior to joining the firm, Mr. Giddings spent 20 years with several investment management, investment banking and trust companies. Most recently, he was a Managing Director for Lehman Brothers where he opened Lehman’s office in Newport Beach, California in 2007 with over $350 million in client assets.

Previously, Mr. Giddings led a team of 26 professionals for the US Trust Company office in Costa Mesa as Managing Director. During his 14 years at US Trust he worked in both client relationship management, business development and management of the office. Mr. Giddings and his team handled all aspects of wealth management for his clients, including proprietary and external best of class money management, trust and estate planning, financial planning and private banking services.

Earlier in his career, Mr. Giddings worked in business development, lending, strategic planning and marketing for several divisions of Security Pacific Bank in Los Angeles and Newport Beach.

Mr. Giddings graduated from Boston University in 1990 with a major in Finance.

(949) 622-3729
(714) 325-9101