Craig Michael Fasano
Portfolio Manager-Aktien bei Wealthspire Advisors LLC
Profil
Mr. Craig M.
Fasano is a Managing Director at Wealthspire Advisors LLC.
Mr. Fasano has over 20 years of experience in the wealth management industry.
He joined the firm in 2003 as an advisor working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive financial/investment strategy.
Before joining the firm, Mr. Fasano was at U.S.
Trust Company in the Wealth Consulting Group, advising high net-worth families and corporate executives in all aspects of wealth management.
He received a BA in Political Science from Rutgers College and earned his JD from New York Law School.
Aktive Positionen von Craig Michael Fasano
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.04.2003 |
Ausbildung von Craig Michael Fasano
| Rutgers State University of New Jersey | Undergraduate Degree |
| New York University School of Law | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
