Jeff Barcy joined Salem Partners LLC (founded in 1997) and he is the Managing Director at the firm. Salem Partners is an investment bank and wealth management firm and the company is based in Los Angeles, CA. In essence, the firm is a boutique investment bank, which provides services to small and middle market businesses. It provides mergers and acquisition (M&A) advisory, negotiations, due diligence, regulation compliance, and tax and accounting services.
Salem Partners Wealth Management provides investment advisory services to foundations, wealthy individuals, and families. The firm’s wealth management professionals provide customized investment solutions in a multi-family office setting.