GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Amir Monsefi
Amir Monsefi is CEO of AIRE Advisors, a fast-growing Registered Investment Advisory (RIA) company based in Beverly Hills, CA. Amir co-founded AIRE in November 2020 with his partner, Sharon Nassir. Since then, the company has grown to a 12-person...
ABOUT AMIR
Amir Monsefi is CEO of AIRE Advisors, a fast-growing Registered Investment Advisory (RIA) company based in Beverly Hills, CA. Amir co-founded AIRE in November 2020 with his partner, Sharon Nassir. Since then, the company has grown to a 12-person team, managing close to $1 billion in assets.
With a passion for leadership and innovation, Amir takes pride in being a perpetual student of the industry in constant pursuit of improvement. His efforts have been rewarded with multiple designations, licenses and degrees that allow him to deliver optimal experiences to both clients and colleagues.
Amir brings over 30 years of industry experience as a financial advisor, including more than 20 years in management, to AIRE, where he is responsible for the day-to-day operations of the firm and growth of the business. He serves as a Wealth Advisor and as Chief Investment Officer, creating and managing investment portfolios. One of his most rewarding roles is developing and coaching financial advisors.
Before founding AIRE, Amir was the Senior Resident Director at Merrill Lynch’s Century City, California office, where he oversaw more than 55 financial advisors. During his leadership tenure, Amir worked closely with hundreds of financial advisors and, in the process, gained exposure to the best practices of the best in the business. He has frequently traveled throughout the country and presented to financial advisors on optimizing the client experience. Before Merrill, he was a Sales Manager and Wealth Advisor at UBS, as well as Regional Sales Manager and Financial Advisor at TD Ameritrade. A graduate of Brandeis University with a BA in psychology, Amir received his MBA from The Anderson School at UCLA with concentrations in finance and entrepreneurship. He holds a multitude of industry licenses and the following designations: Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA), Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™) and Certified Plan Fiduciary Advisor (CPFA).
An avid traveler, Amir has visited all 50 of the United States and, so far, five of the seven continents. He is fluent in English and Farsi, and proficient in French. He is passionate about helping others and giving back to the community, regularly donating his time and energy to charitable causes throughout the year. Outside the office, Amir enjoys waterskiing, golf, tennis, pickleball, fencing, ice hockey, poker, and spending time with his wife, Melissa, and children, Kameron, Chloe and Kylie.