![Perry Arthur Neuman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Perry Arthur Neuman
Gestionnaire de Portefeuille-Actions chez
Hightower Advisors LLC
Profil
Mr. Perry A. Neuman is a Senior Director at HighTower Advisors LLC.
He focuses on liability and alternative asset management for Shaffer Wealth Management and has over 13 years of experience in the financial services industry.
Mr. Neuman was an Investment Officer at SunTrust Investment Services, Inc. He joined SunTrust from Merrill Lynch where he was a Registered Client Associate.
He holds a Bachelor of Science from the University of Kentucky and holds his Series 7 designation.
Postes actifs de Perry Arthur Neuman
| Sociétés | Poste | Début |
|---|---|---|
Hightower Advisors LLC
 Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Gestionnaire de Portefeuille-Actions | 01/05/2013 |
Anciens postes connus de Perry Arthur Neuman
| Sociétés | Poste | Fin |
|---|---|---|
Suntrust Investment Services, Inc. (Investment Adviser)
 Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services (STIS) generally believes that a diversified asset allocation strategy is the best approach to maximize clients' returns while minimizing risk across market cycles. The firm provides wealth accumulation services including financial planning, asset management consulting, mutual funds, annuities, educational planning and lending and financing solutions. They also offer wealth preservation services including estate planning, alternative investments and hedging and monetization strategies. The firm's wealth transition services include charitable giving, exchange funds and business succession planning. They offer corporate services including employee benefits, liquidity management, share repurchase programs and corporate lending. STIS' executive services include compensation plans, advisory services, restricted stock and trading plans. The firm also offers a variety of corporate growth strategies. | Corporate Officer/Principal | 31/12/2012 |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Formation de Perry Arthur Neuman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
75
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Suntrust Investment Services, Inc. (Investment Adviser)
Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services (STIS) generally believes that a diversified asset allocation strategy is the best approach to maximize clients' returns while minimizing risk across market cycles. The firm provides wealth accumulation services including financial planning, asset management consulting, mutual funds, annuities, educational planning and lending and financing solutions. They also offer wealth preservation services including estate planning, alternative investments and hedging and monetization strategies. The firm's wealth transition services include charitable giving, exchange funds and business succession planning. They offer corporate services including employee benefits, liquidity management, share repurchase programs and corporate lending. STIS' executive services include compensation plans, advisory services, restricted stock and trading plans. The firm also offers a variety of corporate growth strategies. | Finance |
University of Kentucky
 University of Kentucky Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
