Zachary Hunter Gering
Gestionnaire de Portefeuille-Actions chez Wealthspire Advisors LLC
Profil
Mr. Zachary H.
Gering is a Managing Director at Wealthspire Advisors LLC.
He serves as an Advisor and Managing Director of the firm.
Mr. Gering works with clients to develop, implement and oversee solutions that integrate investment, cash flow, insurance, tax and estate planning into a comprehensive strategy.
He enjoys helping clients plan for and work through their unique financial situations.
He is also responsible for the design and oversight of the New York office’s Associate Program.
Mr. Gering previously worked as a Senior Analyst at Citco Fund Services, Hedge Fund Administration Group and a Staff Accountant at RMSB&G.
He received his BS degree in Accounting and Finance from Syracuse University.
He is a Certified Financial Planner.
Postes actifs de Zachary Hunter Gering
Sociétés | Poste | Début |
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Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Gestionnaire de Portefeuille-Actions | 01/02/2012 |
Formation de Zachary Hunter Gering
Syracuse University | Undergraduate Degree |
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Entreprise privées | 1 |
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Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Finance |