The Bollenbach Team, Private Wealth Advisors

Our Investment Philosophy

Risk management is fundamental to successful investing. We concentrate on preserving wealth while seeking investment opportunities that have the highest potential relative to underlying risk. We use traditional and alternative investments in building portfolios tailored to client goals. As a Private Banking and Investment Group team, we integrate sophisticated solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals which many are limited to affluent and institutional investors.

Our Practice

The Bollenbach Team works with affluent families to establish and maintain a pragmatic approach to wealth management. By harnessing the global power and renowned capabilities of Merrill Lynch and Bank of America, we address the needs of clients and their families. We focus on developing financial strategies that integrate professional goals, estate planning objectives, family dynamics, time horizons, lifestyle needs, and other personal factors. Our ultimate aim is to achieve a streamlined, thoughtful, and disciplined wealth management strategy that defines specific financial objectives and provides a road map for their attainment. We advise a handful of investors who are Fortune 500 executives, entrepreneurs, private investors, family businesses, and entertainment personalities.

Our Investment Selection

With the vast array of financial products and vehicles available, investors rely on our due diligence to select investments that address their needs. We continuously evaluate portfolio managers to gauge their performance and operational soundness. Our selection criteria are rigorous:

  • Proven track record of strong investment performance in varied markets
  • Team stability and cohesiveness with long-term tenures of key personnel
  • Sound risk management approach that mitigates downside risk
  • Our Competitive Edge

    The Bollenbach Team is specially trained to address the financial complexity that accompanies significant wealth. We recognize that affluent clients require sophisticated solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. We offer an approach that is personal, powerful, and distinctive, marked by the following characteristics:

  • Intimate one-on-one relationships so we can understand the core values of each client and provide customized advice that addresses individual needs.
  • Advice from a highly experienced wealth management team, who follow a rigorous training and internal accreditation process, and who specialize in the complex financial needs of ultra-high-net-worth clients.
  • Full access to the combined global resources of Merrill Lynch and Bank of America, which are usually reserved for the world’s largest institutional investors and include one of the financial industry’s most robust selections of investment offerings.
  • A broad depth of services with solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals to help protect financial independence, structure family legacies and direct capital to reflect each client’s values and goals.
  • Open, accessible and transparent relationships designed to help our clients feel confident and secure that we are working in their best interest.

    Disclosure

    Some or all alternative investments may not be suitable for certain investors. Solutions are based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals.

  • Christopher Bollenbach

    Private Wealth Manager

    Chris Bollenbach has worked in financial services since 1990. He began his career at UBS/Paine Webber, where he worked for thirteen years in a number of management and leadership roles. Chris also held tenures at Sunkist Growers, Inc., where he was Director of Strategic Planning, and Citi Smith Barney, where he provided financial strategies and services to affluent clients. In 2011, Chris moved to the Private Banking and Investment Group at Merrill Lynch, where he directs a wealth management team focused on the needs of ultra-high-net-worth families and individuals.

    Chris is a graduate of the Robins School of Business at the University of Richmond. Active in philanthropy, Chris chairs the Bollenbach Family Scholarship Fund, which provides college tuition for approximately twenty underprivileged students each year. Chris is a past volunteer with the Academy of Business Leadership, the Ludwig Institute for Cancer Research, Music Matters, and the California Community Foundation.

    Chris and his wife, Kendra, live with their daugher Anastasia in the Little Holmby neighborhood of Westwood, California. He is an avid golfer, skier, and musician.

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    Christopher Bollenbach is registered to do business in:AZ, CA, CO, DE, FL, GA, IL, KY, MD, MO, NC, NJ, NV, NY, TX, WI, WY
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    Michael Lynn

    Financial Advisor

    Michael Lynn began his career at Merrill Lynch in 2004 and has been with the firm for over a decade. He has significant experience in financial modeling, income forecasting, and trading execution. Through intricate case design, Michael helps clients protect and grow their assets, create a stream of income for life, and leave a legacy for their loved ones.

    Michael holds an M.B.A. from the Marshall School of Business at USC and a B.S. in Personal Finance from the University of Wisconsin. He is a Chartered Retirement Planning Counselor(sm) professional (CRPC®), a designation earned from the College of Financial Planning. Michael is a board member of LA’s Best, which provides a safe and supervised after school education and recreation program for 28,000 children daily at 194 elementary schools in neighborhoods in Los Angeles that are most vulnerable to gangs, drugs, and crime.

    Michael lives in West Los Angeles, California, and enjoys running in marathons, attending alumni sporting events, and traveling internationally.

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    Michael Lynn is registered to do business in:AZ, CA, CO, DE, FL, GA, ID, KY, MD, MO, NC, NJ, NV, NY, TX, WI, WY
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    John Risko

    Financial Analyst

    John Risko has both a professional and educational background in finance and has worked at the Private Equity firm, Windstar Capital. He has experience in valuation, financial modeling, and statistical modeling. Within the Bollenbach team, John is responsible for reporting, analyzing potential investment opportunities, and quantifying risk.

    John is a recent graduate of the University of California Berkeley with a B.A. in Statistics and a B.A. in Economics.

    John lives in Los Angeles, California, is a black belt in Tae Kwon Do, and enjoys skiing, traveling, and running.

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    Walter Whitehead

    Reg Private Wealth Assoc

    Walter John Whitehead has worked in financial services since 2010. He began his career with J.P. Morgan's Private Bank, where he supported a team of investment advisors, offering ultra-high net worth clients integrated asset management solutions. Prior to joining The Bollenbach Team, Walter was a Private Equity Associate at A.J. Baron Capital, specifically dedicated to the Business Services Group and with a focus on valuations and sell-side mergers and acquisitions.

    Walter functions as a critical point of client contact and team support. He tracks down timely client resolutions, prepares client reports and communications, and oversees the operational and administrative needs of the team.

    Walter earned a B.A. in Business Administration with a dual concentration in Finance & International Business from Clark Atlanta University.

    He lives in Los Angeles, California and enjoys discovering new restaurants, traveling internationally, and volunteering with his Fraternity, Kappa Alpha Psi Fraternity, Inc.

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    Christopher Bollenbach is registered to do business in:AZ, CA, CO, DE, FL, GA, IL, KY, MD, MO, NC, NJ, NV, NY, TX, WI, WY

    Michael Lynn is registered to do business in:AZ, CA, CO, DE, FL, GA, ID, KY, MD, MO, NC, NJ, NV, NY, TX, WI, WY

    For questions regarding registration information please contact your Financial Advisor.
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    The Bollenbach Team

    Private Wealth Advisors

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

    Phone(310) 407-4929

    Christopher Bollenbach ( view profile )
    Private Wealth Manager

    (310) 407-4929

    Michael Lynn ( view profile )
    Financial Advisor

    (310) 407-3932

    John Risko ( view profile )
    Financial Analyst

    (310) 407-3971

    Walter Whitehead ( view profile )
    Reg Private Wealth Assoc

    (310) 407-3997








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