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
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.

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.

Michael Winn
Partner
Mike Winn is a Partner at Boulevard Family Wealth and oversees new client acquisition and key relationships. Mike is an UHNW wealth specialist who has consistently worked with those of significant wealth across his career. His primary area of expertise lies in formulating planning strategies tailored for business owners and real estate investors, complemented by his partners' proficiency in family office services, family governance, and investment management.

Mike has over 30 year’s experience in wealth management and planning driving key planning divisions at Oppenheimer, UBS and First Republic. Mike is a cornerstone of the Boulevard Family Wealth partnership with Orchard Family Office Services and Lucas Horsfall Murphy Pindroh accountants and advisors, bringing the collective intellectual capital of 3 proven UHNW advisory firms to support our key clients.  

Outside of the office Mike is a keen golfer and can be found enjoying the best of LA at his home in Manhattan Beach with his wife and 2 children.

Anna Breed
Executive Assistant
Michael Floryan
Affiliate Partner- Orchard Family Office Services
Michael Floryan is the co-founder of Orchard Family Office Services, a premier turn-key advisory firm specializing in family office services. As a highly accomplished California attorney, Michael is dedicated to delivering comprehensive legal counsel and executive support tailored for ultra-high-net-worth clients, families, and entrepreneurs.

Leveraging a wealth of experience in the management of diverse multi-billion-dollar estates encompassing real estate, agricultural, industrial, medical, and unique commercial assets, Michael excels in overseeing intricate investment strategies and lifestyle asset portfolios.

Michael's extensive business acumen spans various industries and business types, including but not limited to hospitality, hard money private lending vehicles, retail gasoline stations, biogas operations, and squid fishing operations. Drawing on his professional background at esteemed Los Angeles law firms, Liner LLP (now DLA Piper) and Sklar Kirsh LLP, Michael brings institutional expertise to corporate and real estate transactions.

His skill set extends to a range of services, encompassing limited liability company and corporation formation, bulk sale acquisitions, bankruptcy auction asset acquisitions, commercial lease transactions, financing and refinancing transactions, joint venture formations, and syndication formations. Michael's commitment to excellence and his diverse industry experience make him a valuable resource for clients seeking sophisticated legal and executive guidance.
Marc Pierguidi
Affiliate Partner- Orchard Family Office Services
Marc Pierguidi is co-founder of Orchard Family Office Services, a turn-key Family Office advisory. Marc, a CPA with a Bachelor’s in Business Administration, has a rich background in financial management. After starting his career at Arthur Andersen, he became an accounting manager at J.P. Morgan real estate group, handling a $20 billion portfolio. In 2006, he joined Clarion Partners, becoming the Controller for the New York State Common Retirement Fund's real estate portfolio. In Los Angeles, Marc oversaw real estate portfolios at CIM Group during the financial crisis, ensuring transparency and liquidity.

In 2012, Marc became the CFO of a high-net-worth single-family office, advising on tax planning, financial reporting, and investment structuring. In 2020, he became the Executive Director at a multi-family office, serving as an outsourced CFO and COO for entrepreneurs and high-net-worth families. Marc's expertise is truly comprehensive, interweaving accounting, tax strategy, cash management, forecasting, human capital, debt/equity raises, and investor relations, building operational infrastructure for clients with large and diverse investment portfolios.

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
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.

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.

Michael Winn
Partner
Mike Winn is a Partner at Boulevard Family Wealth and oversees new client acquisition and key relationships. Mike is an UHNW wealth specialist who has consistently worked with those of significant wealth across his career. His primary area of expertise lies in formulating planning strategies tailored for business owners and real estate investors, complemented by his partners' proficiency in family office services, family governance, and investment management.

Mike has over 30 year’s experience in wealth management and planning driving key planning divisions at Oppenheimer, UBS and First Republic. Mike is a cornerstone of the Boulevard Family Wealth partnership with Orchard Family Office Services and Lucas Horsfall Murphy Pindroh accountants and advisors, bringing the collective intellectual capital of 3 proven UHNW advisory firms to support our key clients.  

Outside of the office Mike is a keen golfer and can be found enjoying the best of LA at his home in Manhattan Beach with his wife and 2 children.

Anna Breed
Executive Assistant
Michael Floryan
Affiliate Partner- Orchard Family Office Services
Michael Floryan is the co-founder of Orchard Family Office Services, a premier turn-key advisory firm specializing in family office services. As a highly accomplished California attorney, Michael is dedicated to delivering comprehensive legal counsel and executive support tailored for ultra-high-net-worth clients, families, and entrepreneurs.

Leveraging a wealth of experience in the management of diverse multi-billion-dollar estates encompassing real estate, agricultural, industrial, medical, and unique commercial assets, Michael excels in overseeing intricate investment strategies and lifestyle asset portfolios.

Michael's extensive business acumen spans various industries and business types, including but not limited to hospitality, hard money private lending vehicles, retail gasoline stations, biogas operations, and squid fishing operations. Drawing on his professional background at esteemed Los Angeles law firms, Liner LLP (now DLA Piper) and Sklar Kirsh LLP, Michael brings institutional expertise to corporate and real estate transactions.

His skill set extends to a range of services, encompassing limited liability company and corporation formation, bulk sale acquisitions, bankruptcy auction asset acquisitions, commercial lease transactions, financing and refinancing transactions, joint venture formations, and syndication formations. Michael's commitment to excellence and his diverse industry experience make him a valuable resource for clients seeking sophisticated legal and executive guidance.
Marc Pierguidi
Affiliate Partner- Orchard Family Office Services
Marc Pierguidi is co-founder of Orchard Family Office Services, a turn-key Family Office advisory. Marc, a CPA with a Bachelor’s in Business Administration, has a rich background in financial management. After starting his career at Arthur Andersen, he became an accounting manager at J.P. Morgan real estate group, handling a $20 billion portfolio. In 2006, he joined Clarion Partners, becoming the Controller for the New York State Common Retirement Fund's real estate portfolio. In Los Angeles, Marc oversaw real estate portfolios at CIM Group during the financial crisis, ensuring transparency and liquidity.

In 2012, Marc became the CFO of a high-net-worth single-family office, advising on tax planning, financial reporting, and investment structuring. In 2020, he became the Executive Director at a multi-family office, serving as an outsourced CFO and COO for entrepreneurs and high-net-worth families. Marc's expertise is truly comprehensive, interweaving accounting, tax strategy, cash management, forecasting, human capital, debt/equity raises, and investor relations, building operational infrastructure for clients with large and diverse investment portfolios.

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.

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