Jeff Barcy joined Salem Partners LLC (established in 1997) and he’s the Managing Director at the firm. Salem Partners is an investment bank and wealth management firm and the company is based in Los Angeles, California. In essence, the organization is a boutique investment bank, which provides services to small and middle market enterprises. It provides mergers and acquisition (M&A) advisory, negotiations, due diligence, regulation compliance, and tax and accounting services.
Salem Partners Wealth Management provides investment advisory services to wealthy individuals, families, and foundations. The firm’s wealth management professionals’ offer customized investment solutions in a multi-family office environment.