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
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
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, CFP®, 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, Chief Compliance Officer
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 Investment Adviser Certified Compliance Professional® (IACCP®) 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
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 ell 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
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.
Miles Stackpool
Business Development Manager
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.
Brian Delamarter, J.D., MBA
Business Development Manager
Brian has a broad set of responsibilities and partners with each team member at Boulevard Family Wealth to maximize efficiency and cohesiveness across the firm. He works with the investment team on strategy, research, and fund analysis; the insurance team on estate and trust strategies; and, the marketing team to create content for articles and podcasts. He also collaborates with business development in client acquisitions and firm partnerships.

Brian is a Los Angeles native who received his Bachelor of Arts in Political Science from Wheaton College in Illinois. He subsequently earned his Juris Doctor and his Masters of Business Administration Degrees from Pepperdine University. While doing so, he also completed courses at the Straus Institute for Dispute Resolution in negotiation, mediation, and cross cultural conflict. He is a licensed attorney with the State Bar of California. Brian interned in private equity at The Gores Group, as well as in private banking at Merrill Lynch Private Banking Investment Group. 

In his free time, Brian enjoys golf, travel, and spending time working on his family's cattle ranch.

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
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
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, CFP®, 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, Chief Compliance Officer
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 Investment Adviser Certified Compliance Professional® (IACCP®) 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
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 ell 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
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.
Miles Stackpool
Business Development Manager
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.
Brian Delamarter, J.D., MBA
Business Development Manager
Brian has a broad set of responsibilities and partners with each team member at Boulevard Family Wealth to maximize efficiency and cohesiveness across the firm. He works with the investment team on strategy, research, and fund analysis; the insurance team on estate and trust strategies; and, the marketing team to create content for articles and podcasts. He also collaborates with business development in client acquisitions and firm partnerships.

Brian is a Los Angeles native who received his Bachelor of Arts in Political Science from Wheaton College in Illinois. He subsequently earned his Juris Doctor and his Masters of Business Administration Degrees from Pepperdine University. While doing so, he also completed courses at the Straus Institute for Dispute Resolution in negotiation, mediation, and cross cultural conflict. He is a licensed attorney with the State Bar of California. Brian interned in private equity at The Gores Group, as well as in private banking at Merrill Lynch Private Banking Investment Group. 

In his free time, Brian enjoys golf, travel, and spending time working on his family's cattle ranch.

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.