We are not part of a brokerage, owned by a bank, or subsidiary of an insurance company. So we have no corporate goals to meet, products to push, masters to serve or any other agenda whatsoever outside of our core and only purpose: serving clients like you. So you can be assured that any advice we offer you or actions we take on your behalf is custom tailored to your unique needs and situation.

OUR TEAM

Brian Zalewski, Managing Partner & Co-Founder

The entirety of Brian Zalweski’s nearly two-decade career has been devoted to asset and wealth management. Most recently he served as Senior Vice-President for UBS Wealth Management. Prior to that he served as Vice-President Wealth Management for Morgan Stanley, and in the Asset Management Division at Goldman Sachs. His deep experience and dedication to serving in his clients’ best interests has earned him universal acclaim from clients for providing unbiased and effective counsel as a Personal Chief Financial Officer (CFO).

 

More than just contributing to the growth of his client portfolios, Brian is also passionate about contributing philanthropically. He has served as a board member of the American Heart Association since 2009, and remains active in fundraising for the United Service Organizations (USO) to support the men and women of our Armed Forces. Brian enjoys spending time with his wife and four children, sailing, tennis, and mountain biking.

 

Brian graduated from Valparaiso University with a degree in Finance & Economics.

Pearl Manieri, Head of Operations and Trading

As Head of Operations and Trading, Pearl is responsible for all aspects of operations and trading at the firm. She is a strategic leader who has over 27 years of financial industry experience. Before joining Najarian Family Office Pearl was a Vice President of Implementations and Project Management at Northern Trust.

 

She started her career in 1988 on the Pacific Options floor (PCX) working for Pershing DLJ’s trade desk and eventually rose to become a market maker for TD Securities.

 

In 2004, she joined E*TRADE Securities where she performed several diverse roles including managing foreign corporate client accounts, FX trading, options risk management, as well as serving as a senior project manager for the operations team. She maintained the “top contributor” designation there year after year.

 

In 2007, Pearl joined tradeMONSTER to assist in the retail brokerage platform build and was a key contributor to its on-time launch and success. She served as the Director of Operations to several high performance teams, such as Risk, Margins, Cashiering, AML / Fraud, and Account Opening to name a few.

 

Pearl holds a B.A. degree from DePaul University and is FINRA 7, 3, 4, 24, 55, and 63 licensed.

Arielle Choyce, Relationship Manager

As Relationship Manager, Arielle Choyce is dedicated to providing day-to-day support and coordination for Najarian Family Office clients. She gained experience for the role having most recently served as a Client Service Associate for UBS Financial Services, Inc.

 

Arielle is FINRA Series 7 and Series 66 licensed. She graduated from University of Wisconsin – Madison with a degree in English.