Satovsky Asset Management

Investment Bank/Securities Brokerage - New York, NY, US

Satovsky Asset Management Employees
Jonathan Satovsky

Founder & Chief Behavioral Coach

Contact Jonathan Satovsky

Frank Torrone

Wealth Strategist

Contact Frank Torrone

Alicia Viloria

Head Of Operations

Contact Alicia Viloria

Jason Blumstein

Head of Investments and Business Operations

Contact Jason Blumstein

Jason CFA

Head of Investments and Business Operations

Contact Jason CFA

Christine L.

Head of Private Wealth, CCO

Contact Christine L.

Avi Berg

Chief Investment Officer

Contact Avi Berg

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Satovsky Asset Management Senior Management
Jonathan Satovsky

Founder & Chief Behavioral Coach

Contact Jonathan Satovsky

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Satovsky Asset Management Details

Satovsky Asset Management (SAM) was established as an independent boutique wealth management firm in 2007 to align mindfulness with financial wealth advisory through investor education, long-term portfolio solutions and a deep commitment to meaningful relationships.Our holistic approach brings together behavioral coaching, financial planning, and investment management to develop investor habits and strategies for long-term abundance and peace of mind.

Satovsky Asset Management logo, Satovsky Asset Management contact details
Website: satovsky.com
Employees: 20 - 49
HQ: 212-584-1900
Location: New York, NY, US
Revenue: 1 - 2.5 Million
Investment Management Financial Planning
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