Larry Tekler

Senior investment professional with over 25 years of investment advisory, leadership and business management experience, focused on the Family Office, Ultra High Net Worth and Philanthropic sectors. Currently a Senior Director and Team Leader for BNY Mellon Wealth Management in the Newport Beach market, leading wealth managers and associates to deliver a broad and holistic set of wealth management solutions to business owners, families, family offices and other clients with complex financial needs. Prior to joining BNY Mellon, served as Founder of PCO 8801 LLC, a personal family office with a focus on private investments including real estate transactions and partnership investments. He has held Managing Director positions at The Citi Private Bank and Wells Fargo Family Wealth (now Abbot Downing). Holds a Master of Business Administration from University of California-Irvine. Has held the position of Co-chair and member of the Orange County Tax Oversight Committee and is currently a volunteer for The First Tee Orange County. Specialties: • Delivering customized, client-centric wealth management solutions. • Asset allocation and manager/investment selection across all asset classes. • Investment strategy across strategic, tactical and opportunistic perspectives. • Active Wealth Advisory spanning across market cycles and generations. • Family education focused on financial wealth. • Wealth planning for business owners.