Our Firm

SUBSTANTIAL WEALTH IS RARE

The expertise to manage it – even rarer

The population of ultra-affluent individuals is incredibly small. Hypothetically, every family in L.A. County with at least $100 million in assets could sit together in Walt Disney Concert Hall at the same time. What’s surprising is the wealth managers with the experience to serve them could probably all fit in one of the elevators.

Serving the ultra-wealthy is all we do. Through years of experience we have developed finely-honed tools to solve challenges others may not even be aware of.

Most importantly, we bring structure and control to our clients’ lives, so they can feel in charge of their wealth and confident they are using their money wisely.

AN INDEPENDENT VOICE

You can trust our unbiased judgment to put your interests first


As an independent advisor, Boulevard offers objective, transparent advice to guide every significant decision we will make together. But we do not stand alone. Our firm is supported by Dynasty Financial Partners and several other key strategic partners, including Schwab Advisor Services, whose aggregate expertise gives Boulevard a distinct competitive advantage.

Boulevard Team

Matthew Celenza
Founder
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
Andrew Aiello
Founder
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
Shannon McLaughlin
Chief Operating Officer, Chief Compliance Officer
Shannon McLaughlin is the Chief Compliance Officer and Director of Operations for Boulevard Family Wealth. She is responsible for establishing and implementing effective standards, practices and procedures that are reasonably designed to prevent violations of the laws and regulations that apply to Boulevard Family Wealth. Additionally, Shannon works alongside the firms’ management team to construct and implement programs and best practices to keep pace with a changing regulatory and business landscape.
Shannon has an extensive operations track record serving high and ultra-high net worth individuals and families for more than 20 years. She previously worked with Matt Celenza and his team at Merrill Lynch, which she joined in 2009.

Series 7, 63, 66, 4, 9 & 10 Licensed & IACCP® Designee.
Andrea Shieh, CFP®, CIMA®
Managing Director, Director of Investments
Andrea leads Boulevard’s investment research and portfolio management initiatives. She is a founding member of the firm’s Investment Committee, which guides the evolution of the firm’s investment strategies and the proactive approach to the ever-changing needs of wealthy families. With her experience in managed money, she has led the firm in developing a comprehensive investment platform that offers both traditional and alternative investment strategies designed to enhance portfolio returns and offer downside protection. Andrea has a long history with the Boulevard team, joining Matt Celenza at the Citi Family Office in Beverly Hills, and then subsequently at Merrill Lynch’s Private Banking and Investment Group. She began her career at Smith Barney’s Consulting Group in Boston, MA.
Driven in pursuit of excellence, she holds the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) designations, and is a member of the Investments and Wealth Institute (formerly IMCA). She has a Bachelor’s degree in Finance from the University of Delaware. Andrea lives in West Los Angeles with her family. She speaks conversational Mandarin, and in her free time she enjoys photography and the arts.

Licenses Include: Series 7, Series 66
Miles Stackpool
Director of Strategic Development
Miles role at Boulevard is to actively target new client opportunities and business partnerships for the Family Wealth and Insurance Solutions divisions bringing a world class experience to a select client base. Miles has over 15 years of experience in Financial Services specializing in Wealth Management, Private Equity and Marketing. His work has taken him from his native Australia, across Asia and finally to the U.S., empowering him to bring a unique international perspective to Boulevard Family Wealth.

Miles started his career at Macquarie Bank before moving to Citi where he sat in both the Private Banking and Institutional businesses. At the Citi Private Bank he collaborated with some of the world's wealthiest and successful people to help manage their wealth and financial affairs, and in the Institutional business worked with investors including Hedge Funds, Sovereign Wealth Funds and Government Bodies. During this time Miles also took on roles spearheading marketing and communications.

Having honed his skills at some of the world's largest banks and still left wanting a more comprehensive solution for clients, Miles is excited to be an integral part of the team at Boulevard Family Wealth, where a truly holistic approach to client affairs is practiced. Out of the office he enjoys an active life and can be found at the gym and yoga studio.
Michelle Macalintal
Administrative Manager, Marketing
As Boulevard's Client Services Manager, Michelle is responsible for our client servicing and relationship management needs. Her focus is new client onboarding and account openings, cashiering & maintenance, as well as assisting our Director of Investments with client portfolio reporting and presentations. Michelle is also the lead for Boulevard's marketing and advertising needs. As point person, she works closely with a team of in-network professionals to coordinate Boulevard's sponsored events, create social media initiatives to ignite brand awareness, and has helped refine the firm's website/advertising/marketing materials.

Michelle began her career in financial wealth management as an advisor at StockCross Financial Services, located in Beverly Hills, CA. Her prior work experience includes 5+ years cumulatively working in the Entertainment Marketing/PR & Finance industries. Michelle earned a Bachelor of Science degree in Business Administration with an emphasis in Marketing from the David Nazarian College of Business & Economics - California State University, Northridge.

A southern California native, Michelle enjoys hiking, boxing, Pilates and cycling to stay active when she's not in the office. In her spare time, you'll most likely find her at a music festival, professional sporting event or outdoors enjoying beach activities under the SoCal sun!

Licenses include: 7, 63

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.

Boulevard Team

Matthew Celenza
Founder
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
Andrew Aiello
Founder
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
Shannon McLaughlin
Chief Operating Officer, Chief Compliance Officer
Shannon McLaughlin is the Chief Compliance Officer and Director of Operations for Boulevard Family Wealth. She is responsible for establishing and implementing effective standards, practices and procedures that are reasonably designed to prevent violations of the laws and regulations that apply to Boulevard Family Wealth. Additionally, Shannon works alongside the firms’ management team to construct and implement programs and best practices to keep pace with a changing regulatory and business landscape.
Shannon has an extensive operations track record serving high and ultra-high net worth individuals and families for more than 20 years. She previously worked with Matt Celenza and his team at Merrill Lynch, which she joined in 2009.

Series 7, 63, 66, 4, 9 & 10 Licensed & IACCP® Designee.
Andrea Shieh, CFP®, CIMA®
Managing Director, Director of Investments
Andrea leads Boulevard’s investment research and portfolio management initiatives. She is a founding member of the firm’s Investment Committee, which guides the evolution of the firm’s investment strategies and the proactive approach to the ever-changing needs of wealthy families. With her experience in managed money, she has led the firm in developing a comprehensive investment platform that offers both traditional and alternative investment strategies designed to enhance portfolio returns and offer downside protection. Andrea has a long history with the Boulevard team, joining Matt Celenza at the Citi Family Office in Beverly Hills, and then subsequently at Merrill Lynch’s Private Banking and Investment Group. She began her career at Smith Barney’s Consulting Group in Boston, MA.
Driven in pursuit of excellence, she holds the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) designations, and is a member of the Investments and Wealth Institute (formerly IMCA). She has a Bachelor’s degree in Finance from the University of Delaware. Andrea lives in West Los Angeles with her family. She speaks conversational Mandarin, and in her free time she enjoys photography and the arts.

Licenses Include: Series 7, Series 66
Miles Stackpool
Director of Strategic Development
Miles role at Boulevard is to actively target new client opportunities and business partnerships for the Family Wealth and Insurance Solutions divisions bringing a world class experience to a select client base. Miles has over 15 years of experience in Financial Services specializing in Wealth Management, Private Equity and Marketing. His work has taken him from his native Australia, across Asia and finally to the U.S., empowering him to bring a unique international perspective to Boulevard Family Wealth.

Miles started his career at Macquarie Bank before moving to Citi where he sat in both the Private Banking and Institutional businesses. At the Citi Private Bank he collaborated with some of the world's wealthiest and successful people to help manage their wealth and financial affairs, and in the Institutional business worked with investors including Hedge Funds, Sovereign Wealth Funds and Government Bodies. During this time Miles also took on roles spearheading marketing and communications.

Having honed his skills at some of the world's largest banks and still left wanting a more comprehensive solution for clients, Miles is excited to be an integral part of the team at Boulevard Family Wealth, where a truly holistic approach to client affairs is practiced. Out of the office he enjoys an active life and can be found at the gym and yoga studio.
Michelle Macalintal
Administrative Manager, Marketing
As Boulevard's Client Services Manager, Michelle is responsible for our client servicing and relationship management needs. Her focus is new client onboarding and account openings, cashiering & maintenance, as well as assisting our Director of Investments with client portfolio reporting and presentations. Michelle is also the lead for Boulevard's marketing and advertising needs. As point person, she works closely with a team of in-network professionals to coordinate Boulevard's sponsored events, create social media initiatives to ignite brand awareness, and has helped refine the firm's website/advertising/marketing materials.

Michelle began her career in financial wealth management as an advisor at StockCross Financial Services, located in Beverly Hills, CA. Her prior work experience includes 5+ years cumulatively working in the Entertainment Marketing/PR & Finance industries. Michelle earned a Bachelor of Science degree in Business Administration with an emphasis in Marketing from the David Nazarian College of Business & Economics - California State University, Northridge.

A southern California native, Michelle enjoys hiking, boxing, Pilates and cycling to stay active when she's not in the office. In her spare time, you'll most likely find her at a music festival, professional sporting event or outdoors enjoying beach activities under the SoCal sun!

Licenses include: 7, 63

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.