Active fixed-income management with a focus on maximizing income while minimizing risk
Separately Managed
Each client’s unique tax and liquidity issues are considered in building a customized portfolio
Independent Research
Extensive analysis necessary to capitalize on momentary opportunities
About
Banyan Tree Asset Management, LLC, is an employee-owned investment adviser founded in 2013.
The portfolio managers at Banyan Tree have over 40 years of investment experience and were previously responsible for the discretionary management of over $3 Billion in fixed-income assets.
Banyan Tree was started with the desire to give clients superior and conflict-free fixed-income management, while creating a positive atmosphere for its employees.
Would you like more information about our fixed-income asset management services? We would love to hear from you.
Kenneth Naehu
Managing Director
Kenneth Naehu is the Founder and Managing Director of Banyan Tree Asset Management, LLC. Prior to forming Banyan Tree, Ken was a Partner and Managing Director at Bel Air Investment Advisors where he joined shortly after its formation in 1998 to start and manage the Fixed Income Department.
Under his leadership, the fixed income assets grew from $250 million to over $3 billion. Before joining Bel Air, Ken was the Senior Trader and head of the West Coast Municipal Bond Department of Bear Stearns, and an Assistant Vice President in the High Yield Department with Drexel Burnham Lambert.
He has been extensively covered in the media, appearing on Bloomberg television and frequently quoted by CNN, Reuters, the Los Angeles Times and many others. Ken received his B.S. in Business Administration from Pepperdine University.
Brian Goldberg
Managing Director
Brian Goldberg is a Co-Founder and Managing Director at Banyan Tree Asset Management, LLC. Prior to forming Banyan Tree, Brian was Senior Portfolio Manager and Head of Fixed Income Research at Bel Air Investment Advisors, LLC from 2000-2013 where he managed over $3 billion in fixed income.
Before joining Bel Air, Brian was with Morgan Stanley where he managed fixed income and equity portfolios for ultra high net worth individuals. Brian received his B.S. in Business Finance from the University of Southern California.
Diana Bouch
Chief Operating Officer
Diana is the COO at Banyan Tree Asset Management, LLC. She has over 20 years of experience in the financial services industry. Her work history includes JP Morgan Chase & Co., ICG Advisors and most recently Navigoe Wealth Management where she was the Director of Operations.
Diana received her Bachelor of Business Administration and Marketing at Loyola Marymount University.
Michael Naehu
Chief Technology Officer
Bio pending
Adam Werthmuller
Credit Analyst
Adam is a Credit Analyst at Banyan Tree Asset Management, LLC. Prior to joining Banyan Tree, Adam worked in the Municipal Bond Department at Citigroup with a focus on trading and credit analytics.
Adam graduated Summa Cum Laude from the University of Arizona with a degree in Business Administration and Finance. Outside of work, he enjoys golfing and surfing.