Larry Weissman
Membre du Comité d'Investissement chez Cerity Partners LLC
Profil
Mr. Lawrence B.
Weissman, CFA MBA, is a Partner at Cerity Partners LLC.
He has over thirty years of experience in the financial services industry with responsibility for providing integrated financial strategies and solutions to businesses, foundations, and high-net-worth individuals.
He is a member of our Investment Committee.
Prior to joining Cerity Partners, he was a Managing Director and the Head of Deutsche Bank Private Wealth Management’s U.S.
Investment Advisory Group.
He was also a member of the Private Wealth Management Global and U.S.
Investment Committees, responsible for investment strategy, asset allocation, and manager review for investment assets in client portfolios.
Prior to joining Deutsche Bank, he held various portfolio management positions at other financial institutions including Citibank, Neuberger and Berman and TIAA-CREF, and has served on and chaired a number of college endowment and foundation investment committees.
Mr. Weissman received his undergraduate degree from Cornell University and an MBA from The Trustees of Columbia University in The City of New York.
Postes actifs de Larry Weissman
Sociétés | Poste | Début |
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Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Membre du Comité d'Investissement | 01/08/2014 |
Anciens postes connus de Larry Weissman
Sociétés | Poste | Fin |
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Smith Barney Asset Management | Gestionnaire de Portefeuille-Actions | 30/11/2005 |
Formation de Larry Weissman
Cornell University | Undergraduate Degree |
The Trustees of Columbia University in The City of New York | Masters Business Admin |
Expériences
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Relations au 1er degré
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Sociétés liées
Entreprise privées | 2 |
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Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
Smith Barney Asset Management | Finance |