Iain A. Whyte

Chairman, Managing Partner
Photo of Pasadena Private Wealth Team Member Iain Whyte

Designations & Licenses
AIF®, C(k)P®, CIMA®

Iain draws on his 27 years of experience in credit analysis and portfolio management to create wealth management strategies tailored specifically to business owners. This includes strategies for debt financing and sourcing equity capital, for growing and transitioning out of the business, for business risk management (by hedging commodity, currency and interest rate risk) and for tax minimization. He also taps his network of middle-market companies to help clients find new markets and suppliers. Iain’s core focus is on helping increase the valuation of a business, typically the single most important asset of his clients. Before founding Pasadena Private Wealth, Iain served as a Managing Director at Merrill Lynch for 16 years focusing on business owners and senior corporate executives. Prior to Merrill Lynch, he worked in corporate, commercial and international banking for 11 years, participating in more than $16 billion of M&A financing transactions.

 

Iain graduated from the University of Nice Sophia-Antipolis with a master’s degree in theoretical economics and he earned an MBA at The University of Texas at Austin McCombs School of Business. He created the networking group Los Angeles Middle Market Professionals (LAMMP) which has been helping CFOs of middle market companies for more than 10 years. Originally from France, Iain is an avid volleyball and soccer player, a card-playing fanatic and an occasional cook. He tries to impart his active lifestyle philosophy onto his children and encourages them to give back via participation in social causes. On the philanthropic side, Iain is the Chairman of the Board of LILA, the International School of Los Angeles, a college-prep school promoting bilingual and bicultural education.