An Architecture for Legacy Building.
We understand the path to building a lasting legacy can be populated with unexpected obstacles and extraordinary opportunities. Decisions made today can impact generations of loved ones and we recognize the importance of balancing demands like growing a deep investment portfolio, cultivating philanthropic opportunities and instituting a reliable family governance structure.Read More
CEO, MGO Private Wealth
Robert is the consummate behind the scenes private wealth manager. He maintains a minimal public profile while orchestrating pioneering wealth planning strategies and investment portfolios for a premier roster of CEOs and founders, high-net-worth individuals and families, and top-earners in entertainment, sports and media. Robert’s approach is built on the knowledge that a client’s financial…
Chief Strategy Officer, MGO Private Wealth
Louis Barajas strives to redefine what it means to be a wealth and business expert. Rather than limiting his scope to the size of the client’s bank balance, investment portfolio, or retirement account, his approach is to show people how to use their finances to enrich their lives. Louis connects with people through their passions,…
Chief Compliance Officer & Wealth Manager
Todd Lunsford is a private wealth manager and compliance officer with over 20 years of experience in the wealth management industry. He brings deep financial planning and risk management experience to his role as Chief Compliance Officer for MGO Private Wealth. Todd also acts as a wealth manager, creating highly-customized wealth management strategies for a…
Chief Operations Officer, MGO Private Wealth
As MGO Private Wealth’s Chief Operations Officer, Charles Young is a finance executive with an extensive background in public equity investment management, venture capital and private equity. Charles has particular expertise in fundamental analysis, portfolio risk management and international growth equities. He also has multiple years of experience in the development of growth companies and…
Managing Director and the Head of Family Office Services
David Russell is a Managing Director and the Head of Family Office Services at MGO Private Wealth. His focus is building out the firm’s multi-family office practice and investment platform, as well as growing the firm’s scope on entertainment, sports, and media professionals. With over 10 years of experience in private equity and private wealth…
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