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Map of Upper West Side, NYMap of Upper West Side, NY

Investment Management in Upper West Side, NY

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1. Avi Deutsch, Robertson Stephens

Avi Deutsch, Robertson Stephens

810 7th Ave Ste 615, New York, NY, 10019

CLOSED NOW

From Business: Avi Deutsch is a Managing Director at Robertson Stephens in the New York office. With David Matias and Brandon Frye he advises on portfolio management, financial planning, and…

2. First Republic Investment Management

First Republic Investment Management

1230 Avenue Of The Americas, New York, NY, 10020

CLOSED NOW

From Business: Operational for more than 80 years, First Republic Investment Management is an investment advising company. It manages assets for individuals, families, foundations, endowments…

3. Miguel Toribio

Miguel Toribio

2521 Broadway, New York, NY, 10025

CLOSED NOW

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

4. Osman J Cardona

Osman J Cardona

1995 Broadway, New York, NY, 10023

CLOSED NOW

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

5. Julian Williams

Julian Williams

1995 Broadway, New York, NY, 10023

CLOSED NOW

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

6. Daniel Lee

Daniel Lee

1995 Broadway, New York, NY, 10023

CLOSED NOW

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

7. Beatriz Pallares - TD Wealth Relationship Manager

Beatriz Pallares - TD Wealth Relationship Manager

1133 Madison Ave, New York, NY, 10028

CLOSED NOW

From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…

8. Todd Perry

Todd Perry

60 Riverside Blvd, New York, NY, 10069

From Business: Todd Perry has spent 21 years in the securities industry and has been registered with UBS Financial Services in New York, New York and Margate, New Jersey since 2008. Previous…

9. Rossana Ionescu - TD Wealth Relationship Manager

Rossana Ionescu - TD Wealth Relationship Manager

2831 Broadway, New York, NY, 10025

CLOSED NOW

From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…

10. Irina Kokini - TD Wealth Relationship Manager

Irina Kokini - TD Wealth Relationship Manager

1230 3rd Ave, New York, NY, 10021

CLOSED NOW

From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…

11. Online Trading Academy NY City

Online Trading Academy NY City

1740 Broadway, New York, NY, 10019

CLOSED NOW

From Business: Online Trading Academy offers in-center and online stock trading and investing education for people who want to build confidence in their future. We provide professional…

12. Eureka Wealth Solutions

Eureka Wealth Solutions

300 E 74th St, New York, NY, 10021

CLOSED NOW

From Business: Eureka Wealth Solutions is a hybrid financial advisor. We provide a full financial oversight over your financial decisions or step back and handle your investing needs with as…

YP
12 Years
in Business

13. Omaha Beach Capital

Omaha Beach Capital

135 W 57th St, New York, NY, 10019

From Business: Omaha Beach Capital is a specialized investment management firm focused on Private Equity Secondaries and Co-Investments. Omaha Beach Capital focuses on lower and middle market…

14. Scopia Capital

Scopia Capital

152 W 57th St, New York, NY, 10019

From Business: Scopia Capital LLC is a New York based firm that provides investment management with a long/short, value driven, market-neutral approach, as well as long only investment…

15. Silvercrest Asset Management

Silvercrest Asset Management

888 7th Ave, New York, NY, 10106

From Business: Founded in 2002, Silvercrest Asset Management Group is an independent firm that offers investment advisory and financial services. It provides asset management services to…

17. Beatriz Pallares - TD Wealth Relationship Manager

Beatriz Pallares - TD Wealth Relationship Manager

1110 3rd Ave, New York, NY, 10065

CLOSED NOW

From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…

18. Apollo Global Management Group

Apollo Global Management Group

9 W 57th St Fl 43, New York, NY, 10019

From Business: Och-Ziff Capital Management Group is one of the leading institutional alternative asset management firms in the United States. Founded in 1994, the company employs more than…

19. Royce and Associates

Royce and Associates

745 5th Ave, New York, NY, 10151

CLOSED NOW

From Business: Royce & Associates uses a disciplined value approach to its management of small- and micro-cap portfolios. Its goal, for more than 30 years, is to offer both individual and…

20. Brock Capital Group

Brock Capital Group

505 Park Ave, New York, NY, 10022

From Business: Brock Capital Group is an advisory and investment firm offering services to clients around the world. The company s professionals have diverse and multidisciplinary backgrounds…

21. Bernstein Global Wealth Management

Bernstein Global Wealth Management

1345 Avenue Of The Americas, New York, NY, 10105

CLOSED NOW

From Business: Bernstein Global Wealth Management was founded in 1967 to manage investments for private families and individuals. It now provides the aforementioned services, as well as…

22. Alliance Capital Management

Alliance Capital Management

1345 Avenue Of The Americas, New York, NY, 10105

From Business: Bernstein Global Wealth Management is one of the largest investment research companies in the world. It specializes in investment research and institutional asset management.…

YP
53 Years
in Business

23. Michael Tierney, Robertson Stephens

Michael Tierney, Robertson Stephens

810 7th Ave Ste 615, New York, NY, 10019

CLOSED NOW

From Business: Mike Tierney is a Principal and Managing Director at Robertson Stephens. Mike acts as an advisor to family offices and families considering one. His clients get the benefits of…

24. CVC Credit Partners

CVC Credit Partners

712 5th Ave, New York, NY, 10019

From Business: Founded in 2005, Apidos Capital Management provides investment opportunities in the leveraged loan asset class. The company s management team staff includes experienced credit…

25. Trimaran Capital Partners

Trimaran Capital Partners

1325 Avenue Of The Americas, New York, NY, 10019

CLOSED NOW

From Business: Trimaran Capital Partners is a privately held company that provides a range of private equity and debt investment management solutions for individuals and businesses. It…

26. blueDoor Capital Partners

blueDoor Capital Partners

115 E 57th St, New York, NY, 10022

From Business: Capital partners is a trusted leader in underwriting debt and capital for the middle market.

27. Lightyear Capital

Lightyear Capital

51 W 52nd St, New York, NY, 10019

From Business: Founded in 2000, Lightyear Capital is a private equity investment firm that provides buyout and growth capital to companies in the financial services industry. It offers asset…

28. Ladenburg Thalmann & Co

Ladenburg Thalmann & Co

640 5th Ave, New York, NY, 10019

CLOSED NOW

From Business: Ladenburg Thalmann is a full-service financial institution that serves a variety of institutional, corporate and individual clients. For individual investors, the company…

29. Baylis Emerging Markets

Baylis Emerging Markets

1271 Avenue Of The Americas Fl 4300, New York, NY, 10020

From Business: Specialist, Africa focused Private Equity investors

30. Rola Funding Corp

Rola Funding Corp

353 W 48th St, New York, NY, 10036

From Business: BUSINESS MANAGEMENT GROUP