Profil
Mr. Michael Price, CFA MBA, is a Vice President of Investments at Wealthspire Advisors LLC.
He joined the firm in 2009 and is a member of the investments team.
His responsibilities include managing the firm’s trading operations, research on current and prospective investments, portfolio analysis, and asset allocation.
Prior to joining the investment team, Mr. Price, worked in the billing and finance department.
He obtained BS in Business Administration from SUNY Buffalo State and and an MBA from The Lubin School of Business at Pace University.
Postes actifs de Michael Price
| 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. | Analyst-Equity | 01/10/2013 |
Formation de Michael Price
| State University of New York at Buffalo | Undergraduate Degree |
| Lubin School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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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 |