From Filing Clerk to Finance Guru: A Journey in Wealth Management

Anna DerParseghian's career path took an unexpected turn when she was just 20 years old. She started as a filing clerk, but a mentor saw potential in her and sent her to a firm in Westwood that was looking for an account manager. That decision changed everything. Today, she's a managing partner at PTD Business Management, a firm that handles the finances of some of the biggest names in music, film, TV, and now, sports. PTD is known for its personalized approach to wealth management. DerParseghian believes that each client's financial strategy should be as unique as they are. She starts with a thoughtful conversation to understand their current needs and future goals. This could mean anything from setting up dynastic trusts to investing in real estate or life insurance policies. The world of finance is always evolving, and DerParseghian is no stranger to change. She's currently navigating the complexities of AI, helping clients protect their name, likeness, and voice in the digital age. She advises against putting all eggs in one basket, recommending a balanced portfolio that includes AI and tech, real estate, tax-free notes, bonds, and commodities. DerParseghian's clients are not just concerned about their own financial future, but also that of their children. They want to ensure their kids have enough money for education and a down payment on their first home. DerParseghian helps them set up foundations to alleviate some of these financial pressures. When it comes to spending, DerParseghian is straightforward. She asks clients to consider whether they need or want an item before making a purchase. This simple exercise often helps curb unnecessary spending. The economic climate is a concern for many of DerParseghian's clients. With the rise of streaming services and the decline in live ticket sales, the entertainment industry is facing challenges. On a personal level, construction costs are soaring due to tariffs and natural disasters. In these uncertain times, DerParseghian and her team are helping clients stretch every dollar and make wise financial decisions.