Stanley Lozinski
M&A Analyst
Department: Internal Operations
Experience: Financial Analyst since 2021
Education: Attended Monterey Peninsula College before earning his bachelor’s degree from the University of California, Berkeley’s Haas School of Business
Stan joined the Modern Wealth team in October 2024. He works out of Modern Wealth’s Monterey, California office in a support role for President and Co-Founder Jason Gordo. Stan spends much of his time analyzing merger and acquisition deals.
Stan believes wealth management is a great field to be in to help people deal with their money intelligently. The opportunity to work at Modern Wealth brought Stan closer to his family in Monterey. He previously worked at William Blair as an investment banking analyst for the technology group in Charlotte, North Carolina.
Family and friends are the two most important things in Stan’s life. He enjoys having life conversations with friends and family, traveling, tennis, golf, drawing/painting, reading, and talking with strangers. A fun fact about Stan is that he has four passports: the United States, Israel, Russia, and Ukraine.