Profil
Mr. Scott A.
Wertheim is Vice President & Financial Advisor at CapFinancial Partners LLC.
Prior to joining CapFinancial Partners May 2007, Mr. Wertheim served as vice president at Wall Street Access and as a marketing associate at retirement system group.
Scott has worked in the industry since 1994.
Mr. Wertheim received his Bachelor of Science degree from Union College.
Anciens postes connus de Scott A. Wertheim
| Sociétés | Poste | Fin |
|---|---|---|
Wall Street Access LLC
 Wall Street Access LLC Investment Banks/BrokersFinance Founded in 1981, Wall Street Access, formerly Wall Street Clearing Corp., is a broker/dealer headquartered in New York City. The firm is a subsidiary of Wall Street Access Corp.. They offer a full array of investment services to corporations, hedge funds, pension funds, trust banks, investment advisors, money managers, mutual funds and high net-worth individuals. They focus on healthcare, mergers & acquisitions, oil & gas, electricity, natural gas, machinery/agribusiness, small-cap equities and special situations sectors. The firm's merger arbitrage research platform enables investors to track both historic and real-time deal information. Wall Street Access offers best-in-class execution through their fixed-income trading platform that creates aggressive, two-sided markets on a large inventory of fixed-income securities. The firm also provides their clients with traditional sales coverage. They provide execution services for investment grade corporate bonds, U.S. Treasuries and U.S. Agencies to a network of over 2,000 global customers. Wall Street Access' approach creates both market transparency and liquidity in a marketplace that has historically not been served with these essentials. The firm seeks to provide best-in-class trade execution and generation of trading ideas. They actively assess and manage risk while executing innovative transactions in a fast-paced and constantly changing global market. Wall Street Access provides superior service, expertise and speedy execution in equities, options, bonds and currencies. The firm seeks to achieve superior execution through electronic connectivity to multiple exchanges combined with their access to significant pools of liquidity. Wall Street Access is an agent, managing trading volumes and finding liquidity in a discrete manner for their institutional clients. The firm's Prime Brokerage division serves small and medium sized hedge fund clients. Wall Street Access maintains a large institutional equity and options desk, as well as a 35-person fixed-income desk. The firm acts as an introducing broker to Goldman Sachs Execution & Clearing LP. , L.P., so your investors can be confident their assets are safe and secure at a leading custodian. Wall Street Access is a member of NYSE, ISE and NASDAQ OMX, as well as other exchanges. | Corporate Officer/Principal | 30/04/2007 |
Retirement System Group, Inc.
 Retirement System Group, Inc. Investment Banks/BrokersFinance Retirement System Group, Inc. provides retirement benefit services. Its services include actuarial, account management, employee communication, recordkeeping, plan design and administration, investment management, and trust services. The company was founded in 1941 and is headquartered in Lake Success, NY. | Corporate Officer/Principal | 30/04/2007 |
Formation de Scott A. Wertheim
| Union College (New York) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wall Street Access LLC
Wall Street Access LLC Investment Banks/BrokersFinance Founded in 1981, Wall Street Access, formerly Wall Street Clearing Corp., is a broker/dealer headquartered in New York City. The firm is a subsidiary of Wall Street Access Corp.. They offer a full array of investment services to corporations, hedge funds, pension funds, trust banks, investment advisors, money managers, mutual funds and high net-worth individuals. They focus on healthcare, mergers & acquisitions, oil & gas, electricity, natural gas, machinery/agribusiness, small-cap equities and special situations sectors. The firm's merger arbitrage research platform enables investors to track both historic and real-time deal information. Wall Street Access offers best-in-class execution through their fixed-income trading platform that creates aggressive, two-sided markets on a large inventory of fixed-income securities. The firm also provides their clients with traditional sales coverage. They provide execution services for investment grade corporate bonds, U.S. Treasuries and U.S. Agencies to a network of over 2,000 global customers. Wall Street Access' approach creates both market transparency and liquidity in a marketplace that has historically not been served with these essentials. The firm seeks to provide best-in-class trade execution and generation of trading ideas. They actively assess and manage risk while executing innovative transactions in a fast-paced and constantly changing global market. Wall Street Access provides superior service, expertise and speedy execution in equities, options, bonds and currencies. The firm seeks to achieve superior execution through electronic connectivity to multiple exchanges combined with their access to significant pools of liquidity. Wall Street Access is an agent, managing trading volumes and finding liquidity in a discrete manner for their institutional clients. The firm's Prime Brokerage division serves small and medium sized hedge fund clients. Wall Street Access maintains a large institutional equity and options desk, as well as a 35-person fixed-income desk. The firm acts as an introducing broker to Goldman Sachs Execution & Clearing LP. , L.P., so your investors can be confident their assets are safe and secure at a leading custodian. Wall Street Access is a member of NYSE, ISE and NASDAQ OMX, as well as other exchanges. | Finance |
Retirement System Group, Inc.
Retirement System Group, Inc. Investment Banks/BrokersFinance Retirement System Group, Inc. provides retirement benefit services. Its services include actuarial, account management, employee communication, recordkeeping, plan design and administration, investment management, and trust services. The company was founded in 1941 and is headquartered in Lake Success, NY. | Finance |