Vice President of Investments, CERTIFIED FINANCIAL PLANNER™ professional at 1879 Advisors - White Plains, NY, US
Investment Consultant, CERTIFIED FINANCIAL PLANNER™ professional
1879 Advisors has generations of experience providing investors and their families with institutional-quality portfolio management and innovative wealth planning strategies to preserve and grow their assets.Rather than relying on the stock-picking prowess of one individual who could be wearing a lot of hats at other firms, our clients receive the collective experience of the entire firm and our full-time staff of securities analysts; most with CFA designations or working towards them. Our team truly delivers institutional quality investment management to our individual investors.Member FINRA, Member SIPC