Our Firm

We are fully committed to delivering the highest quality service in fulfilling our clients’ every need.

Founded by Matthew Celenza and Michael “Mikey” Tanha, and staffed by a service-minded team of professionals, Boulevard distinguishes itself by the depth and permanence of the relationships we build with our clients. We are fully committed to delivering the highest quality service in fulfilling our clients’ every need. We recognize that a holistic approach to helping manage and simplify your life enhances our ability to successfully maintain, plan and grow your complete financial profile. We built our firm to provide a comprehensive array of family office services for clients especially challenged by multi-generational wealth management issues as well as global and multi-jurisdictional business concerns. We have a particular expertise working with first generation wealth, who have achieved success as entrepreneurs and business owners in real estate, technology, private equity, as well as the arts and entertainment fields throughout Los Angeles and the West Coast.

As an independent advisor, Boulevard is conflict-free and offers truly objective advice – but we do not stand alone. Our firm is supported by Dynasty Financial Partners and several other key partners, including Schwab Advisor Services, whose aggregated expertise gives Boulevard a distinctive competitive advantage, while we fulfill our responsibility to serve as a true fiduciary to our clients.

Driving all that we do is our desire to build extremely close relationships with our clients, earning your trust and confidence with a concierge-style service unparalleled in financial services. To succeed, we act with integrity first and foremost, we act always in the best interests of our clients, and we always deliver more than we promise.

Our aim is to create an environment where our diligence and innovation make it impossible for clients to look elsewhere for a “better deal” or “better service.” Simply put, we do more.

Boulevard Team

Matthew Celenza
Managing Partner
As Founder and Managing Partner of Boulevard Family Wealth, Matt brings over 20 years of experience servicing the ultra-high net worth marketplace. Matt's focus is marshaling all of the integral resources and providing the highest level of service needed to properly structure a multi-family office platform.  

Matt began his career at Morgan Stanley before moving to Smith Barney Citigroup where he was one of the original members of the Citi Family Office. After 12 years there he moved to the Merrill Lynch Private Bank and Investment Group. Matt made the decision to take our business independent in order to truly offer best-in-class opportunities and service to our clients.

Matt is very active in the local community, serving as chairman of the board for A Better LA, and working hard with other organizations to bring equality to the inner city of Los Angeles.  When out of the office, he enjoys traveling and spending quality time with his wife and their two sons.

Matt graduated with honors from Niagara University’s business program.

Licenses include: Series 7, 63, 65, Life and Health
Michael “Mikey” Tanha
Partner
As Co-Founder and Partner of Boulevard Family Wealth, Mikey is responsible for Boulevard’s overall growth strategy, mainly focusing on client relationships, business development and company expansion.  His deep experience working exclusively with ultra-affluent clients has afforded him particular insights into the challenges, opportunities and complexities that accompany substantial wealth. Prior to his move to Boulevard, Mikey was a Private Wealth Manager at Merrill Lynch in Beverly Hills, where he was recruited by Matt Celenza in 2014 to join his Private Banking & Investments team. Mikey began his career in the financial services industry in 2012 at Northwestern Mutual, where he was nationally ranked as one of its top new advisors. 

Mikey earned a B.A. at University of California Los Angeles, where he was a member of the men’s varsity basketball team and served as student assistant coach during his senior year.  When he’s not in the office or exercising, Mikey likes to hop on a plane and see the world.

His licenses include Series 6, 7, 63, 65, and Life & Health Insurance.
Andrew Aiello
Partner
Andrew has more than 25 years of financial service experience with specialization in insurance strategies for ultra-high net worth families, business owners and senior executives.  At Boulevard, Andrew is responsible for structuring insurance portfolios in conjunction with clients’ needs in the areas of estate, business, philanthropic and legacy planning services.  Andrew worked previously with the Private Banking & Investments Group at Merrill Lynch, servicing their ultra-net worth clientele.  Prior to that, he worked at MetLife, also focusing on ultra-high net worth insurance strategies. Andrew began his career with Deloitte & Touche.  He currently serves on the board of American College Financial Services and is a member of AALU and the California Society of CPAs. 

Before entering the workforce, Andrew earned his B.S. degree in Accounting at San Diego State University. He currently lives in Encinitas with his wife and their four teenage daughters.

Licenses include: Series 2, 6, 7, 26, 63, Life and Health
Andrea Shieh, CIMA®
Director of Investments
Andrea is responsible for Boulevard’s investment research and portfolio management initiatives. Her focus is on providing customized investment solutions based on the team’s investment philosophy and perspective on asset allocation and investment selection.  Andrea first worked with Matt Celenza and his team at the Citi Family Office in Los Angeles, and then subsequently at Merrill Lynch in Beverly Hills. Andrea began her career at Smith Barney’s Consulting Group in Boston, supporting financial advisors with the managed products platform and coordinating performance reporting for institutions.

At the University of Delaware, Andrea earned a B.S in Business Administration with a concentration in Finance.   She holds the Certified Investment Management Analyst (CIMA) designation, and is a member of the Investment Management Consultants Association (IMCA).  Andrea lives in West Los Angeles with her husband and daughter. She speaks conversational Mandarin, and in her free time she enjoys photography, and the arts.

Licenses include: Series 7, 63 and 65
Shannon McLaughlin
Director of Operations
Shannon is Boulevard’s key relationship manager and heads the operational aspect of the firm’s client experience. She is the lead trader, assisting clients with market and restricted stock transactions, option trading, managing restricted or control stock, account reconciliation, custom lending and private banking, and loan management. Given her expertise in risk and compliance matters, she serves as the Chief Compliance Officer, responsible for legal, compliance and human resources of the team. Shannon has more than 20 years of professional experience in financial services. She previously worked with Matt Celenza and his team at Merrill Lynch, which she joined in 2009.  Shannon is currently working towards her Certified Trust and Financial Advisor (CTFA) designation.

Shannon lives in Valencia with her teenage son. She loves to travel, both domestic and abroad and is a CrossFit enthusiast.

Licenses include: Series 4, 7, 9, 10, 63, 65
Michelle Macalintal
Client Services Manager
Michelle has been a Registered Investment Advisor since 2014, focusing on investment advisory/financial wealth management at StockCross Financial Services in Beverly Hills. Her prior work experience includes 10+ years in the Entertainment Marketing/PR, Restaurant Hospitality, Retail & Finance industries.  Michelle earned a B.S. degree in Business Marketing degree at California State University Northridge.

Michelle was born and raised in Southern California and plans to stay here for a long time.  She likes to push herself to the limit in the boxing ring. At home, she enjoys cooking and watching sporting events.

Licenses include: 7, 63 (65 in progress)
Scott Welch
CIO - Dynasty Financial Partners
Scott Welch* is a member of Dynasty Financial Partners, LLC (“Dynasty”) and, through Boulevard Family Wealth’s strategic relationship with Dynasty, functions as Boulevard’s Chief Investment Officer. In this capacity, Mr. Welch provides macroeconomic commentary and assists with devising alternative strategies.

He is the founder of Unconstrained Thought, a macroeconomic, investment and wealth management consultancy. Previously, he was a co-founder and Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research and technology solutions to RIAs and banks that target high-net-worth investors. Before joining Fortigent and its predecessor firm in 1998, Scott spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance and derivatives. He is a frequent speaker on the topics of wealth management, portfolio management and the macroeconomic and investment landscape. He is an award-winning author who has been published in a variety of industry trade journals. Scott holds the Certified Investment Management Analyst (CIMA®) designation and has earned Investment Strategist, Advanced Investment Strategist and Alternative Investments Certificates from the Investment Management Consultants Association (IMCA). He received a B.S. degree in Mathematics from the University of California, Irvine and an M.B.A. from the University of Massachusetts, Amherst.

He is FINRA Series 7, 24, 63, and 65 licensed.

Investment Committee

The Boulevard Investment Committee meets every month to discuss investment opportunities, both domestic and global, across a wide array of business sectors. This collaboration of idea generation and qualitative research is the foundation for the investment strategies that Boulevard pursues on behalf of our clients. Each member of the Investment Committee brings a distinctive expertise and wealth of investing expertise.

Scott Welch
CIO - Dynasty Financial Partners
Advanced Investment Strategist and Certified Investment Management Analyst with more than 25 years of experience in wealth management, portfolio management and macroeconomics.
Matthew Celenza
Managing Partner - Boulevard Family Wealth
Wealth management industry leader with more than 20 years of experience in wealth structuring and planning for high-net worth individuals.
Andrea Shieh
Director of Investments - Boulevard Family Wealth
Certified Investment Management Analyst with more than 12 years of experience in wealth advisory services.
Robert A. Hoff
General Partner - Crosspoint Venture Partners
Venture Capital and Private Equity pioneer in Southern California with more than 35 years of experience in the technology sector, who has served on the boards of numerous companies including several in the Fortune 500.
Evan Knapp
Partner at Integral Communities
Real Estate and Housing Market expert with more than 25 years of development and real estate operations experience, currently managing a real estate portfolio valued at over $1.0 billion.

Boulevard Team

Matthew Celenza
Managing Partner
As Founder and Managing Partner of Boulevard Family Wealth, Matt brings over 20 years of experience servicing the ultra-high net worth marketplace. Matt's focus is marshaling all of the integral resources and providing the highest level of service needed to properly structure a multi-family office platform.  

Matt began his career at Morgan Stanley before moving to Smith Barney Citigroup where he was one of the original members of the Citi Family Office. After 12 years there he moved to the Merrill Lynch Private Bank and Investment Group. Matt made the decision to take our business independent in order to truly offer best-in-class opportunities and service to our clients.

Matt is very active in the local community, serving as chairman of the board for A Better LA, and working hard with other organizations to bring equality to the inner city of Los Angeles.  When out of the office, he enjoys traveling and spending quality time with his wife and their two sons.

Matt graduated with honors from Niagara University’s business program.

Licenses include: Series 7, 63, 65, Life and Health
Michael “Mikey” Tanha
Partner
As Co-Founder and Partner of Boulevard Family Wealth, Mikey is responsible for Boulevard’s overall growth strategy, mainly focusing on client relationships, business development and company expansion.  His deep experience working exclusively with ultra-affluent clients has afforded him particular insights into the challenges, opportunities and complexities that accompany substantial wealth. Prior to his move to Boulevard, Mikey was a Private Wealth Manager at Merrill Lynch in Beverly Hills, where he was recruited by Matt Celenza in 2014 to join his Private Banking & Investments team. Mikey began his career in the financial services industry in 2012 at Northwestern Mutual, where he was nationally ranked as one of its top new advisors. 

Mikey earned a B.A. at University of California Los Angeles, where he was a member of the men’s varsity basketball team and served as student assistant coach during his senior year.  When he’s not in the office or exercising, Mikey likes to hop on a plane and see the world.

His licenses include Series 6, 7, 63, 65, and Life & Health Insurance.
Andrew Aiello
Partner
Andrew has more than 25 years of financial service experience with specialization in insurance strategies for ultra-high net worth families, business owners and senior executives.  At Boulevard, Andrew is responsible for structuring insurance portfolios in conjunction with clients’ needs in the areas of estate, business, philanthropic and legacy planning services.  Andrew worked previously with the Private Banking & Investments Group at Merrill Lynch, servicing their ultra-net worth clientele.  Prior to that, he worked at MetLife, also focusing on ultra-high net worth insurance strategies. Andrew began his career with Deloitte & Touche.  He currently serves on the board of American College Financial Services and is a member of AALU and the California Society of CPAs. 

Before entering the workforce, Andrew earned his B.S. degree in Accounting at San Diego State University. He currently lives in Encinitas with his wife and their four teenage daughters.

Licenses include: Series 2, 6, 7, 26, 63, Life and Health
Andrea Shieh, CIMA®
Director of Investments
Andrea is responsible for Boulevard’s investment research and portfolio management initiatives. Her focus is on providing customized investment solutions based on the team’s investment philosophy and perspective on asset allocation and investment selection.  Andrea first worked with Matt Celenza and his team at the Citi Family Office in Los Angeles, and then subsequently at Merrill Lynch in Beverly Hills. Andrea began her career at Smith Barney’s Consulting Group in Boston, supporting financial advisors with the managed products platform and coordinating performance reporting for institutions.

At the University of Delaware, Andrea earned a B.S in Business Administration with a concentration in Finance.   She holds the Certified Investment Management Analyst (CIMA) designation, and is a member of the Investment Management Consultants Association (IMCA).  Andrea lives in West Los Angeles with her husband and daughter. She speaks conversational Mandarin, and in her free time she enjoys photography, and the arts.

Licenses include: Series 7, 63 and 65
Shannon McLaughlin
Director of Operations
Shannon is Boulevard’s key relationship manager and heads the operational aspect of the firm’s client experience. She is the lead trader, assisting clients with market and restricted stock transactions, option trading, managing restricted or control stock, account reconciliation, custom lending and private banking, and loan management. Given her expertise in risk and compliance matters, she serves as the Chief Compliance Officer, responsible for legal, compliance and human resources of the team. Shannon has more than 20 years of professional experience in financial services. She previously worked with Matt Celenza and his team at Merrill Lynch, which she joined in 2009.  Shannon is currently working towards her Certified Trust and Financial Advisor (CTFA) designation.

Shannon lives in Valencia with her teenage son. She loves to travel, both domestic and abroad and is a CrossFit enthusiast.

Licenses include: Series 4, 7, 9, 10, 63, 65
Michelle Macalintal
Client Services Manager
Michelle has been a Registered Investment Advisor since 2014, focusing on investment advisory/financial wealth management at StockCross Financial Services in Beverly Hills. Her prior work experience includes 10+ years in the Entertainment Marketing/PR, Restaurant Hospitality, Retail & Finance industries.  Michelle earned a B.S. degree in Business Marketing degree at California State University Northridge.

Michelle was born and raised in Southern California and plans to stay here for a long time.  She likes to push herself to the limit in the boxing ring. At home, she enjoys cooking and watching sporting events.

Licenses include: 7, 63 (65 in progress)
Scott Welch
CIO - Dynasty Financial Partners
Scott Welch* is a member of Dynasty Financial Partners, LLC (“Dynasty”) and, through Boulevard Family Wealth’s strategic relationship with Dynasty, functions as Boulevard’s Chief Investment Officer. In this capacity, Mr. Welch provides macroeconomic commentary and assists with devising alternative strategies.

He is the founder of Unconstrained Thought, a macroeconomic, investment and wealth management consultancy. Previously, he was a co-founder and Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research and technology solutions to RIAs and banks that target high-net-worth investors. Before joining Fortigent and its predecessor firm in 1998, Scott spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance and derivatives. He is a frequent speaker on the topics of wealth management, portfolio management and the macroeconomic and investment landscape. He is an award-winning author who has been published in a variety of industry trade journals. Scott holds the Certified Investment Management Analyst (CIMA®) designation and has earned Investment Strategist, Advanced Investment Strategist and Alternative Investments Certificates from the Investment Management Consultants Association (IMCA). He received a B.S. degree in Mathematics from the University of California, Irvine and an M.B.A. from the University of Massachusetts, Amherst.

He is FINRA Series 7, 24, 63, and 65 licensed.

Investment Committee

The Boulevard Investment Committee meets every month to discuss investment opportunities, both domestic and global, across a wide array of business sectors. This collaboration of idea generation and qualitative research is the foundation for the investment strategies that Boulevard pursues on behalf of our clients. Each member of the Investment Committee brings a distinctive expertise and wealth of investing expertise.

Scott Welch
CIO - Dynasty Financial Partners
Advanced Investment Strategist and Certified Investment Management Analyst with more than 25 years of experience in wealth management, portfolio management and macroeconomics.
Matthew Celenza
Managing Partner - Boulevard Family Wealth
Wealth management industry leader with more than 20 years of experience in wealth structuring and planning for high-net worth individuals.
Andrea Shieh
Director of Investments - Boulevard Family Wealth
Certified Investment Management Analyst with more than 12 years of experience in wealth advisory services.
Robert A. Hoff
General Partner - Crosspoint Venture Partners
Venture Capital and Private Equity pioneer in Southern California with more than 35 years of experience in the technology sector, who has served on the boards of numerous companies including several in the Fortune 500.
Evan Knapp
Partner at Integral Communities
Real Estate and Housing Market expert with more than 25 years of development and real estate operations experience, currently managing a real estate portfolio valued at over $1.0 billion.