FOUNDER, CEO, PRESIDENT SUCCESSION CAPITAL ALLIANCE
WHY: Runs what company calls the largest, longest-running, and most respected premium
financing program in the industry. Acts as an adviser to advisers, offers advanced life insurance planning for businessowner and high-net-worth clients.
IN THE NEWS: Says he sees himself in his heir apparent, Michael Rothman, company EVP who has been with the firm for a decade.
NOTABLE: Firm has helped advisers place more than $52B of protection and $5.1B of financed premium. Born in Cairo, Egypt of Armenian descent, convinced his parents at age 17 to let him move to Southern California, where he lived with guardians. Fired from first job at McDonald’s.
