Loren Gesas

Loren Gesas is a Senior Vice President at RVW Wealth, LLC, a Los Angeles–based registered investment advisory firm that grew out of the CPA practice Gerber & Co. (founded 1986) and was originally organized as RVW Investing, LLC before rebranding to RVW Wealth. He heads the firm's Client Support and Interface Team, where he is responsible for developing new business, maintaining relationships with the firm's growing client base, and helping onboard clients transitioning from prior managers or brokers. He brings more than 20 years of experience in the investment-management business.

Before RVW, Gesas was a broker at Bear Stearns and worked at two well-regarded wealth-management firms — SSI Investment Management and McComsey Asset Management. At SSI Investment Management he served as a Senior Vice President focused on delivering customized investment solutions, with a particular emphasis on convertible securities. He is a registered investment adviser (CRD/Individual #2290709 in the SEC's IAPD system), providing personalized financial guidance by assessing clients' risk tolerance and goals.

Outside of finance, Gesas is a lifelong competitive tennis player who still competes in USTA tournaments and plays other racquet sports, including paddle tennis and pickleball.

RVW Wealth itself is owned by Jonathan L. Gerber and Selwyn Gerber (Co-Founder and Chief Strategist), practices tax-efficient portfolio design for high-net-worth individuals, families, and 401(k) plans, and reported roughly $1.3 billion in AUM in August 2024 (later reported near $1.9 billion). The firm operates in Los Angeles and Memphis and maintains a Jerusalem-linked presence.

• Works within a public-markets, tax-efficient wealth-management framework rather than a startup/venture mandate; RVW emphasizes "tax-efficient portfolio design" optimized for "both growth and tax minimization."
• Personal specialty historically in convertible securities and customized investment solutions for high-net-worth clients (carried over from his SSI Investment Management tenure).
• At RVW his role is relationship- and client-facing — developing new business and constructing personalized strategies based on each client's risk tolerance and goals.
• Note on the "angel investor / seed" label: the stub classification could not be corroborated in any primary source. Public records consistently describe Gesas as an RIA and wealth-management executive, not a documented angel or seed-stage startup investor.