Craig Michael Fasano
Gestionnaire de Portefeuille-Actions chez Wealthspire Advisors LLC
Profil
Mr. Craig M.
Fasano is a Managing Director at Wealthspire Advisors LLC.
Mr. Fasano has over 20 years of experience in the wealth management industry.
He joined the firm in 2003 as an advisor working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive financial/investment strategy.
Before joining the firm, Mr. Fasano was at U.S.
Trust Company in the Wealth Consulting Group, advising high net-worth families and corporate executives in all aspects of wealth management.
He received a BA in Political Science from Rutgers College and earned his JD from New York Law School.
Postes actifs de Craig Michael Fasano
| Sociétés | Poste | Début |
|---|---|---|
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Gestionnaire de Portefeuille-Actions | 01/04/2003 |
Formation de Craig Michael Fasano
| Rutgers State University of New Jersey | Undergraduate Degree |
| New York University School of Law | Graduate Degree |
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Finance |
