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