Treasury Partners
Investment Bank/Securities Brokerage - New York, NY, US
Treasury Partners Employees
Jerry Klein
Managing Director | Corporate Cash Management, Treasury Services, Money Market Portal
Steven Feit
Private Wealth Management, Corporate Cash Management, Corporate Retirement Services
Treasury Partners Senior Management
Jerry Klein
Managing Director | Corporate Cash Management, Treasury Services, Money Market Portal
David D'Amico
Managing Director / Partner | Private Wealth Advisor, Intergenerational Wealth Transfer
Treasury Partners Details
Treasury Partners is a team of 27 investment professionals who deliver a broad array of conservative wealth and cash management services to private clients, family offices, foundations, endowments, and corporations. Services also include an online Money Market Portal and retirement plan consulting. Treasury Partners operates on a fully transparent, open architecture platform. Richard Saperstein, Treasury Partners Chief Investment Officer, is widely acknowledged for his financial expertise, and has ranked in the top tier on Barron's annual listing of "America's Top 100 Financial Advisors" every year since the rankings began in 2004. Treasury Partners is registered with HighTower Securities, LLC, member FINRA, MSRB and SIPC & HighTower Advisors, LLC a registered investment advisor the SEC.
Treasury Partners Technologies
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Microsoft Office 365
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Amazon AWS