Top Wealth Advisors in New York, New York
Adam Gressa
Associate Vice President, Client Advisor
New York, New York
Associate Vice President, Client Advisor
Trust Officer
Vice President, Analytics and Strategy Associate
Vice President, Associate Wealth Advisor
Associate Vice President, Wealth Advisor Analyst
University of Denver College of Law
University of Florida - Fredric G. Levin College of Law
University of Florida - Warrington College Of Business
Recommendations: 0
Trusts
Wealth Management
Investment Management
Estate Planning
Retirement Planning
Insurance
Tax Law
Gift Tax
a****[email protected]
Shannon Marshall
Vice President | Private Wealth Advisor
New York, New York
Vice President | Private Wealth Advisor
The Aji Network
Edith Cowan University
Curtin University of Technology
Recommendations: 0
Investments
Estate Planning
Retirement Planning
Public Speaking
Asset Allocation
Wine
Relationship Management
Strategic Financial...
s****[email protected]
s****[email protected]
Abby Mead
Client Services - Coordinator
New York, New York
Client Services - Coordinator
Media Relations Intern
Assistant Coach, Women's Lacrosse
Assistant Coach, Women's Lacrosse
Wealth Advisor
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Pontificia Universidad Católica de Chile
Thammasat University
Recommendations: 0
Financial Modeling
Program Management
Recruiting
Financial Analysis
Fundraising
Coaching
Strategy
Public Speaking
a****[email protected]
Nick Taranto
Founder
New York, New York
Founder
Infantry Officer
Co-Founder & Co-CEO
Group Leader
Summer Associate
Microfinance Consultant/Fulbright Grantee
Founder & CEO
Private Wealth Advisor
Harvard Business School
Harvard University Kennedy School of Government
Dartmouth College
Recommendations: 0
Strategic Planning
Business Strategy
Change Management
Customer Relations
Fundraising
Storytelling
Getting The Job Done
Customer Service
n****[email protected]
John Rudio
Founder - Mobile App Developer
New York, New York
Founder - Mobile App Developer
Major - Army Special Forces
VP - Private Wealth Advisor
United States Military Academy at West Point
Recommendations: 0
Leadership
Operational Planning
Military Experience
Military
National Security
Program Management
Security Clearance
Military Operations
j****[email protected]
Lorraine CFP®
First Vice President, Senior Director - Portfolio Management
New York, New York
First Vice President, Senior Director - Portfolio Management
Managing Director, Multi-Family Office & Platinum Group
Managing Director
Managing Director - Seattle
Managing Director, Private Bank Wealth Advisor
University of Victoria
Recommendations: 0
l****[email protected]
