Top Wealth Managers in Greater New York City Area
Harold Wachtel
Managing Director
Greater New York City Area
Managing Director
Managing Director
Wealth Manager
Financial Advisor
Fairleigh Dickinson University
Boston University
Recommendations: 16
Wealth Management
Retirement Planning
Strategic Financial Planning
Insurance
Portfolio Management
Business Planning
Retirement
Small Business
h****[email protected]
h****[email protected]
Ed Amorosi
Director of Business Development and Investor Relations
Greater New York City Area
Director of Business Development and Investor Relations
Director
Director
Director
Director of Marketing & Business Development
Private Wealth Manager
Private Wealth Management
Journalist - Free Lance
Journalist
Business Development, Sales & Marketing
University of Virginia
Georgetown University
Universidad de Sevilla
Harvard University Graduate School of Design
Deerfield Academy
Saint David's
Recommendations: 2
Alternative Investments
Hedge Funds
Equities
Investments
Private Equity
Fixed Income
Asset Managment
Capital Markets
e*****@yahoo.com
Wayne Mack, CFP®, CWS®
President
Greater New York City Area
President
Certified Financial Planner™
Wealth Manager
Product Development Manager
Sr. Product Specialist
Education Director
Spring Forum Committee Member
Vice President/Financial Planner
Account Representative
Store Manager
General Manager
Financial Representative
Account Executive
Cannon Financial Institute
Long Island University
Binghamton University
Recommendations: 2
Wealth Management
Series 7
Mutual Funds
Strategic Financial Planning
Wealth
Securities
Investment Advisory
Retirement Planning
w****[email protected]
Philip Cappelleri
Wealth Manager
Greater New York City Area
Wealth Manager
Pace University - Lubin School of Business
Recommendations: 1
p****[email protected]
Volodymyr Ethan Kubatskyy
Vice President / Senior Financial Advisor
Greater New York City Area
Vice President / Senior Financial Advisor
Wealth Manager
Consultant
Baruch College, City University of New York (CUNY)
Fordham University
Recommendations: 0
Quantitative expertise
Portfolio Construction
Financial Algorithms
Leadership
Momentum Trading
Understanding of risk
v****[email protected]
Andrew Crofton
Senior Wealth Manager
Greater New York City Area
Senior Wealth Manager
Private Client Advisor
Institutional Equity Sales
Proprietary Trader
University of Pennsylvania
Canterbury
Recommendations: 0
a****[email protected]
Alex Perlberg
Wealth Manager, CMFC®, UBS Financial Services Inc.
Greater New York City Area
Wealth Manager, CMFC®, UBS Financial Services Inc.
Wealth Manager
Syracuse University
Columbia High School
Recommendations: 0
a****[email protected]
Ilya Budnevich, CFA
Lead Product Manager
Greater New York City Area
Lead Product Manager
Senior Product Manager
Product Manager
Associate Wealth Manager
Baruch College
Recommendations: 0
Product Management
Product Development
Investments
Financial Markets
Market Data
Electronic Trading
Cross-functional Team Leadership
Investment Advisory
i****[email protected]
i****[email protected]
William Ayers
Board Member
Greater New York City Area
Board Member
Senior Vice President - Director of Relationship Management
Senior Vice President - Director of Relationship Management
Senior Vice President
Vice President / Wealth Manager
Hofstra University
Adelphi University
Our Lady of Perpetual Help
Recommendations: 0
Treasury Services
Banking
Series 7
Credit
Portfolio Management
Relationship Management
Commercial Banking
Commercial Lending
b****[email protected]
Michael AWMA®
Executive Vice President & Senior Wealth Manager
Greater New York City Area
Executive Vice President & Senior Wealth Manager
Senior Investment Consultant
Towson University
College for Financial Planning
College for Financial Planning
Recommendations: 0
Wealth Management
Investments
Personal Financial Planning
Portfolio Management
Financial Analysis
Finance
Economic Research
Leadership
m****[email protected]
Garland James
Founder
Greater New York City Area
Founder
Partner
Owner
Wealth Manager
Managing Director
Cornell Law School
Baruch College, City University of New York (CUNY)
Lawrence Woodmere Academy
Recommendations: 0
Investments
Entrepreneurship
Management
Portfolio Management
Start-ups
Sports Marketing
Public Speaking
Social Media Marketing
g****[email protected]
Tom Orecchio
Principal and Wealth Manager
Greater New York City Area
Principal and Wealth Manager
Lafayette College
Lafayette College
Recommendations: 0
Retirement Planning
Wealth Management
Investment Advisory
Financial Planning
Asset Allocation
Asset Management
Investments
Mutual Funds
Mark Sallinger, CFP®
Director, Deutsche Asset & Wealth Management
Greater New York City Area
Director, Deutsche Asset & Wealth Management
Financial Planner / Wealth Manager
Financial Planner
Executive Director - Chief Operations Officer, Investment Management Finance
Associate Partner
Senior Manager
Senior Manager, Revenue Accounting
Southern Methodist University - Cox School of Business
Tulane University - A.B. Freeman School of Business
Recommendations: 0
s****[email protected]
James J. Di Gesu
Wealth Manager, Personal Tax & Financial Planner
Greater New York City Area
Wealth Manager, Personal Tax & Financial Planner
Recommendations: 0
Strategic Financial Planning
Investments
Financial Planners
Estate Planning
Finance
Mergers & Acquisitions
Financial Services
Tax
j****[email protected]
Peter Little
Director, International Strategy
Greater New York City Area
Director, International Strategy
Senior Portfolio Manager
Senior Wealth Manager
London School of Economics and Political Science
McGill University
Recommendations: 0
p****[email protected]
Gregory CFP®
Financial Planning Associate
Greater New York City Area
Financial Planning Associate
Principal and Wealth Manager
Investment Advisor
Siena College
Bryant University
Recommendations: 0
g****[email protected]
Richard LoPresti, CFP®, CWS®
Wealth Manager, Associate Director
Greater New York City Area
Wealth Manager, Associate Director
President and Founder
Account Director at Engage121 | Social Media Management System (SMMS)
Social Compliance Financial Advisor
Financial Advisor, Wealth Manager
Financial Account Executive - High Net-Worth
Financial Specialist
Relationship Manager
American InterContinental University
Pace University - Lubin School of Business
Recommendations: 0
CRM
Strategy
Social Media
Investments
Wealth Management
Portfolio Management
Social Networking
Digital Marketing
r****[email protected]
r****[email protected]
Joseph Lussier
Wealth Manager
Greater New York City Area
Wealth Manager
Senior Account Executive
SUNY New Paltz
Recommendations: 0
j****[email protected]
Todd Powell
Company Name
Axispoint, Inc.
Greater New York City Area
Company Name
Axispoint, Inc.
Private Wealth Manager
Financial Advisor
University of Vermont
Christian Brothers Academy
Recommendations: 0
Solution Selling
Business Development
Consulting
Sales Process
Cloud Computing
SaaS
Strategy
Management
t****[email protected]
Cathlene Campbell
Paralegal
Greater New York City Area
Paralegal
Assistant to Wealth Manager
Paralegal
President
Manager Trade and Sales Support
Assistant Vice President
Trading Assistant
Tulane University - A.B. Freeman School of Business
Recommendations: 0
Microsoft Office
Contract Negotiation
Marketing
Negotiation
Management
Microsoft Excel
Research
Event Planning
c****[email protected]
John Mell
Wealth Manager
Greater New York City Area
Wealth Manager
University of Virginia
Recommendations: 0
j****[email protected]
Jason CFA
Senior Managing Director, Wealth Manager
Greater New York City Area
Senior Managing Director, Wealth Manager
Ramapo College of New Jersey
Ramapo High School
Recommendations: 0
Investment Advisory
Portfolio Management
Alternative Investments
Asset Allocation
Investments
Banking
Wealth Management
Equities
j*****@firstrepublic.com
Keith J. Feinberg
Associate Wealth Manager
Greater New York City Area
Associate Wealth Manager
Attorney
Associate Attorney
Associate Attorney
Legal Intern
Legal Intern
Intern
Saint John's University School of Law
University of Delaware
Recommendations: 0
Analysis
Event Management
Legal Research
Legal Writing
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
k****[email protected]
Hadi CFA,CFP®
Private Wealth Manager
Greater New York City Area
Private Wealth Manager
Private Wealth Advisor
University of Central Florida
Recommendations: 0
h****[email protected]
Paul Cella, CLU, ChFC
Managing Principal
Greater New York City Area
Managing Principal
Wealth Manager
Widener University
Holmdel High
Recommendations: 0
Cost Reduction Strategies
Cost Reduction Management
Strategic Financial Planning
Disability Insurance
Estate Planning
Financial Planners
Wealth Management
Retirement
p*****@keyarx.com
Philip Dawson, Jr.
Academic Program Manager - Finance
Greater New York City Area
Academic Program Manager - Finance
Athletics Coach
Chief Executive Officer
Private Wealth Manager
Assistant Vice President
Risk Management Consultant
Institute of Investment Banking
The University of Connecticut School of Business
Connecticut College
Kansas State University
Recommendations: 0
Consultative Selling
Executive Management
Auditing
Registered Investment Advisor
Selling
Higher Education
Strategy
Management
p****[email protected]
ErikA Arroyo
Health & Wealth Manager
Greater New York City Area
Health & Wealth Manager
Real Estate Professional
Pace University
Pace University
Recommendations: 0
Sellers
Investment Properties
First Time Home Buyers
Short Sales
Condos
REO
Buyer Representation
Apartments
e****[email protected]
e****[email protected]
Robert Roberts
Managing Consultant
Greater New York City Area
Managing Consultant
Director of Zacks Managed Portfolios
Director of Zacks Turnkey Asset Management Program
Management Consultant
Senior Associate
Wealth Management / Financial Consultant
Wealth Manager / Financial Consultant
Regional Sales Consultant (Wholesaler)
Financial Consultant
Financial Consultant
Equity Trader
Senior Investment Representative
Stock Broker / Account Executive
The University of Chicago - Booth School of Business
Siena College
Recommendations: 0
Financial Analysis
Financial Modeling
Series 7
Portfolio Management
Investments
Management Consulting
Sales Management...
Strategic Consulting
r****[email protected]
Kyle Carrocino
Wealth Manager
Greater New York City Area
Wealth Manager
Wealth Advisor
Financial Consultant
University of Nevada-Las Vegas
Middlesex County College
J.P. Stevens High School
Recommendations: 0
k****[email protected]
Niraj Mandpe
Sr Vice President-International Personal Banking
Greater New York City Area
Sr Vice President-International Personal Banking
Vice President-International Personal Banking
Head-Corporate Sales and Strategic Alliances
Wealth Manager
Asst Manager-Secured Lending
Management Associate
NYU School of Professional Studies
Osmania University
Symbiosis Institute Of Management
Recommendations: 0
Team Leadership
Change Management
Marketing Strategy
Process Improvement
Key Account Management
Wealth Management
Retail Banking
Banking
n****[email protected]
Viktoria CFP®
Principal and Wealth Manager
Greater New York City Area
Principal and Wealth Manager
University at Albany, SUNY
Recommendations: 0
v****[email protected]
Emily Brown, EA, MST
Financial Consultant / Owner
Greater New York City Area
Financial Consultant / Owner
Tax and Accounting Manager, Wealth Manager
Office Manager
Fairleigh Dickinson University-College at Florham
Berkeley College-New York
County College of Morris
Belvidere High School
Recommendations: 0
IRS Enrolled Agent
Financial Planning
Tax Preparation
Accounting
Tax
Strategic Financial Planning
Personal Finance
QuickBooks
e****[email protected]
Chris Pollard, MBA, CFP®
Wealth Manager
Greater New York City Area
Wealth Manager
Senior Financial Advisor
Financial Advisor
Budget Analyst and Operations Officer
Company Commander
Brigade Assistant Operations Officer
Platoon Leader
Infantry Officer
Georgia State University - J. Mack Robinson College of Business
United States Military Academy at West Point
Recommendations: 0
c****[email protected]
Paul Scileppi
Financial Advisor, CRPC
Greater New York City Area
Financial Advisor, CRPC
Wealth Manager Advisor, CRPC
University of Texas
Rye High School
Recommendations: 0
p****[email protected]
