Don L Schwarz

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

310-205-7736 | Email
310-859-0408

Los Angeles native Don Schwarz has over 50 years of experience in the securities and investment industry. In 1967, after graduating from Cal Poly San Luis Obispo, Don joined Sutro and Co., a California-based investment banking and brokerage firm, starting as a floor trader on the Pacific Coast Stock Exchange. After a brief stint in the military, Don became a broker and financial advisor to private clients.

In 1990, Don joined the firm of Schroders PLC, a 200 year-old British investment and merchant bank. In 2000, Citigroup acquired Schroders PLC and the North American arm became Smith Barney. In 2009, Don joined RBC Wealth Management, as a senior portfolio manager in the Portfolio Focus program.

In addition to his portfolio management responsibilities, Don also directs the research effort of The Tailored Portfolio Management Group. He was recently named one of the top 25 portfolio managers by California CEO magazine.

In 2019 Don was named a Forbes/SHOOK best in state wealth advisor. Additionally he was named a Financial Times Top 400 financial advisor in 2017, 2018 and 2019 as well as being recognized by the Los Angeles Business Journal as one of the most influential financial advisors in Los Angeles.

An active participant in the community, Don sits on several boards. He is on the Board of Overseers of the Los Angeles campus of Hebrew Union College-Jewish Institute of Religion as an emeritus overseer, and a member of the Board of Directors of the American Committee for the Weizmann Institute of Science, in Rehovet Israel. Most recently, Don founded the MVAT Foundation, who’s mission is to raise money and awareness for military and veterans support groups and their families, including those serving active duty and veterans suffering from mental and physical injuries. 

An avid golfer, Don enjoys his three children and seven grandchildren. Along with his Bouvier des Flanders, his interests include music, food, and travel.

Jeffrey Horn

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

310-205-7784 | Email
310-859-0408

Jeff was born in San Pedro, California. He received his Bachelor of Arts degree in economics from the University of California San Diego in 1979. Jeff began his career in the investment field as a municipal bond salesman and later became a municipal bond trader. In 1987, he became the manager of the West Coast municipal bond department of Drexel Burnham Lambert.

In 1989, Jeffrey joined Schroders PLC, a British investment bank, as head of their West Coast fixed income department. Schroders was subsequently bought by Citigroup and Jeff remained there as manager of the Westwood, California office until 2002, when he joined The Schwarz Group. In 2009, Jeff joined the rest of The Tailored Portfolio Management Group in moving to RBC Wealth Management.

Jeff is responsible for the fixed income investments of The Tailored Portfolio Management Group’s clients. He is also involved in equity research, along with marketing and managing client accounts.

Jeff was on the board of the California Public Securities Association. He also served as a president of the Los Angeles Municipal Bond Club and he is currently actively involved with Beverly Hills Rotary. Jeff and his wife, Laurie, have three children—Samantha, Madeleine and Zach.

Steven Tomingas, CFA

Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

310-205-7793 | Email

Steve joined RBC Wealth Management in 2009, serving high-net-worth clients.

Prior to RBC Wealth Management, Steve joined Citigroup in 2000 through the acquisition of Schroders PLC. As regional manager, he was responsible for Midwest institutional equity sales, including Chicago, Minneapolis, Milwaukee, Des Moines and Michigan; a business which serves hedge funds, mutual funds, and money managers.

At Schroders, he headed Western institutional sales, which was based in Los Angeles. Steve also has extensive buyside experience as a director of research and trading, as a portfolio manager and as an analyst.

Steve is a CFA and a member of AIMR, and he served as president of the Twin Cities Society of Security Analysts. He is a member of the Los Angeles Society of Security Analysts. He has been a regular guest lecturer at the UCLA Anderson Graduate School of Management.

Steve received his Master of Business Administration degree from the Kellogg School of Management at Northwestern and a Bachelor of Science degree from the University of Southern California. He has been involved in charitable organizations, including the Child & Family Guidance Center for abused children in Los Angeles; L.A. Catholic Charities; Jewish Family Services; and the American Cancer Society.

Steve has passed the following exams: Series 7, Registered Representative; Series 63, Uniform Securities State Law; Series 66, Investment Adviser Representative; Series 9, FINRA General Securities Sales Supervisor, Options; Series 10, FINRA General Securities Sales Supervisor, General; Series 16, FINRA Supervisory Analysts.

Steve and his wife, Judi, enjoy hiking, reading, and traveling. They have one daughter, Andrea, who graduated from Brown University and is a graphic designer in Los Angeles.

David Haehnel

Associate Vice President - Financial Advisor

310-205-7726 | Email

Growing up in Chicago, David attended the University of Illinois at Chicago, where he had the opportunity to play on the baseball team. Upon earning his Bachelor of Science degree in kinesiology in 2004, he was drafted by the Baltimore Orioles, where he played from 2004 to 2008.

After David’s time in the minor leagues, he decided to go back to school for his Master of Business Administration degree, graduating from Concordia University Chicago in 2011.

In 2012, David relocated to Southern California and joined RBC Wealth Management. He spent a year working in the branch, assisting and training under numerous financial advisors, while passing his Series 7, Registered Representative, and 66, Investment Adviser Representative, exams. In 2013, David joined The Tailored Portfolio Management Group.

David lives in Torrance, California, with his wife, Alison, sons Nolan and Walker and their yellow Lab, Sandy Koufax. When not at work, they spend time enjoying the beautiful southern California weather, traveling, and hosting the many friends and family who come to visit.

Michael Fields, AIF®, CPM®, MBA

Financial Advisor

310-887-4445 | Email
310-859-0408

Michael specializes in partnering with families, executives and business owners in which he provides a comprehensive understanding of the nuances that are required to devise successful wealth transfer strategies and holistic wealth management. Our team provides a valuable and unique investment management approach. This includes leading estate planning strategies and business succession planning while centering around a dedication to deliver a high level of personal service.

Michael earned a bachelor’s degree in business economics from Eller College of Management, University of Arizona. He also earned his MBA with a concentration in finance from Grand Canyon University. Additionally, Michael holds the Certified Portfolio Manager designation from Columbia University, and holds the Accredited Investment Fiduciary designation.

Michael began his wealth management career in 2007, and he currently resides in Marina Del Rey with his wife, Brianna, and their two shepherds, Artemis and Athena. They have been granted the opportunity to also live with two cats, Aries and Aurora. Besides having a home full of animals, Michael and Brianna love cooking, golfing, horseback riding, and relaxing at home watching murder mystery documentaries.

Carol Lewis

Senior Financial Associate

310-205-7752 | Email
310-205-7782

Originally from Guam, Carol attended Oregon State University graduating in 1990 with a Bachelor of Science degree in merchandise management. After graduation, Carol moved to Portland, Oregon, where she worked at PaineWebber as a registered client associate and UBS Financial as a financial advisor until 2003.

Carol relocated to Southern California in 2003 and worked for Smith Barney as a registered client service associate. Carol joined RBC Wealth Management in 2007 as the branch service manager for the Century City office. She later moved to complex headquarters in Beverly Hills as the administrative complex manager where she supervised the support staff in eight branches throughout southern California. Carol joined the Tailored Portfolio Group in 2013 as the senior financial associate.

Carol, her husband, Howard, and son, Andrew, live in Long Beach, California.

Alyssa Titus

Registered Client Associate

310-205-7768 | Email

Alyssa Titus grew up in Palos Verdes, California, and graduated from California State University, Dominguez Hills, in 2016 with a Bachelor of Science degree in cellular and molecular biology.

Upon graduating, Alyssa recognized her passion for finance and got started at Edward Jones as a financial advisor. In October 2018, Alyssa joined the Tailored Portfolio Management Group as a registered client associate.

Alyssa, her husband, Sepehr, and their two dogs reside in Palos Verdes. When Alyssa is not in the office, she enjoys exercising and experimenting with new clean food recipes.