THE AMBROSE-HIRSCHHORN GROUP, Private Wealth Advisors

Team Philosophy

The Ambrose-Hirschhorn Group oversees approximately $1 billion in assets for 47 entrepreneurs and wealthy families as of March, 1 2013. As advisors, we consult with clients to determine their needs and preferences. Through the firm’s extensive financial platform, as well as through access to research and portfolio managers across the financial industry, our team can provide effective strategies in each of the areas important to a significant estate: estate planning and trust strategies in collaboration with professional estate advisors, asset management, liability management, cash management and single stock risk management. We also manage equity and fixed income portfolios directly for clients.

             TEAM EMPHASIS

  • Single Stock Risk Management
  • Pre-IPO and Pre-Merger Planning
  • Trust and Estate Strategies
  • Insurance and Annuity Services
  • Security-Based Lending and Home Financing        
  • Asset Allocation
  • Fee-based Private Portfolio Management
  • Consulting Services: Manager Searches
  • Alternative Investments - Private Equity

 

 

Some or all alternative investments may not be suitable for certain investors.

Danielle Ambrose

Private Wealth Advisor

Danielle is a Senior Vice President and Private Wealth Advisor of The Ambrose-Hirschhorn Group. Prior to joining Merrill Lynch, Danielle worked in the Private Client Services Division of Goldman Sachs where she developed relationships with and advised families who had $5MM or more of investable assets. While at Goldman, she specialized in working with individuals and families of entrepreneurs who had sold their companies for either cash or stock. She previously worked as an Actuarial Consultant.

Danielle earned a BS degree in Economics from the University of California, San Diego, where she graduated Magna Cum Laude and Phi Beta Kappa. She received her MBA from the Stanford Graduate School of Business. Danielle was the youngest person to graduate in her business school class. While at Stanford, she took many classes at the law school in order to become better acquainted with the legal issues facing wealthy families. Danielle joined the industry 19 years ago in 1994.

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Danielle Ambrose is registered to do business in:AZ, CA, CO, DE, FL, IL, IN, MA, MS, MT, NC, NJ, NY, TX, VA, WA
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Diane Hirschhorn

Private Wealth Advisor

Diane is a Senior Vice President and Private Wealth Advisor. of The Ambrose-Hirschhorn Group. Prior to joining Merrill Lynch, Diane spent three years working at Goldman Sachs. She earned a BA degree in Economics from Cornell University and an MBA from the Anderson School at UCLA. Diane comes from a long line of investors, including her father who was consistently an Institutional Investor ranked analyst as well as her uncle who made his money in the markets and then donated his estate to the Hirschhorn Museum, which is one of the Smithsonian Museums. Diane joined the industry 16 years ago in 1997.

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Diane Hirschhorn is registered to do business in:AZ, CA, CO, DE, FL, IL, IN, MA, MS, MT, NC, NJ, NY, TX, VA, WA
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Edwin Liang

Sr Financial Analyst

Eddie is a Financial Analyst with The Ambrose-Hirschhorn Group. Before joining Merrill Lynch, Eddie worked for Flintridge Consulting, a consulting boutique based in Glendale, CA. Eddie earned a B.A. in Economics along with a minor in Russian from PomonaCollege. He spent two years studying the Russian language and culture in Moscow and St. Petersburg and speaks Russian fluently. In his spare time, Eddie enjoys playing tennis and swimming. Eddie joined the industry 9 years ago in 2004.

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Irma Deluna

Private Wealth Assoc

Irma DeLuna is a Private Wealth Associate with the Private Banking and Investment Group at Merrill Lynch. Irma has over 25 years of industry experience. Prior to joining Merrill Lynch, she served as a Client Associate at various financial institutions including Credit Suisse First Boston, Morgan Stanley Dean Witter, and Solomon Smith Barney. Irma is responsible for high net worth client relations and family office services.
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Danielle Ambrose is registered to do business in:AZ, CA, CO, DE, FL, IL, IN, MA, MS, MT, NC, NJ, NY, TX, VA, WA

Diane Hirschhorn is registered to do business in:AZ, CA, CO, DE, FL, IL, IN, MA, MS, MT, NC, NJ, NY, TX, VA, WA

For questions regarding registration information please contact your Financial Advisor.
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THE AMBROSE-HIRSCHHORN GROUP

Private Wealth Advisors

2049 CENTURY PARK EAST 
Floor No. 11
LOS ANGELES, CA 90067 

Phone(800) 859-4322

Danielle Ambrose ( view profile )
Private Wealth Advisor

(310) 407-3969

Diane Hirschhorn ( view profile )
Private Wealth Advisor

(310) 407-3970

Edwin Liang ( view profile )
Sr Financial Analyst

(310) 407-3964

Irma Deluna ( view profile )
Private Wealth Assoc

(310) 407-4936








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