Team Elevated Asset Management is an investment advisory firm that delivers customized investment solutions for our clients based on stated financial goals, using a breadth of investments spanning the global financial markets. As a Registered Investment Advisory firm, we follow a fiduciary standard, which ensures our clients’ best interests come first. Founded by three advisors who met while working together at Morgan Stanley, our combined experience with wirehouse, banking and insurance channels allow us to provide a holistic approach to wealth management.
MEET THE MANAGEMENT TEAM
Alex Son is a founding member of Team Elevated Asset Management and serves as Managing Director and Chief Financial Officer. Prior to joining Team Elevated, he was a Financial Advisor at Morgan Stanley and previous to that served as a Private Banking Manager at Hanmi Bank. Mr. Son is a member of the AICPA. Mr. Son earned a BA in Accounting and an MS in Finance from Temple University.
James Yoo, CFP®
James Yoo is a founding member of Team Elevated Asset Management and serves as Managing Director and Head of Wealth Management. Mr. Yoo has over 20 year experience in the financial services industry. Prior to joining Team Elevated, he was a Financial Advisor and Portfolio Manager at Morgan Stanley and previous to that served as Senior Vice President & Program Manager of Wealth Management Department at Wilshire Bank (now Bank of Hope). Mr. Yoo earned a BA from the University of North Carolina at Chapel Hill and holds a certificate of Personal Financial Planning from the University of California, Los Angeles.