Rafael Svelti

Vice President, Private Wealth Advisor at Clarfeld Financial Advisors, Inc. - Tarrytown, NY, US

Rafael Svelti's Colleagues at Clarfeld Financial Advisors, Inc.
Kurt Villon

Business Support Manager

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Matthew Smith

Investment Manager, Vice President

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Heather Furdyna

Wealth Management Advisor, Vice President

Contact Heather Furdyna

Sonja Andrea-Andrianopoulos

Vice President of Wealth Management

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Peter Horn

Vice President

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Joan Bozek

Chief Fiduciary Officer and Director of Trust Services

Contact Joan Bozek

Michael Cornacchioli

Head of Investment Strategy

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Rafael Svelti's Contact Details
Email (Verified)
***@clarfeld.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
914-846-0100
Location
Greater Boston
Company
Clarfeld Financial Advisors, Inc.
Rafael Svelti's Company Details
Clarfeld Financial Advisors, Inc. logo, Clarfeld Financial Advisors, Inc. contact details

Clarfeld Financial Advisors, Inc.

Tarrytown, NY, US • 250 - 499 Employees
Financial Services

Clarfeld is a leading wealth management firm and multi-family office and offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. Clarfeld can coordinate and manage all your family's wealth and financial affairs using our customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles. In January 2019, Clarfeld joined Citizens Bank resulting in the addition of banking, lending and mortgages to its broad array of high-end financial solutions. Clarfeld remains large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client's unique circumstances.Clarfeld Financial Advisors has been ranked as one of the "Top 40 Independent RIA Firms" by Barron's, a Financial Times "300 Top RIA", and Clarfeld founder and CEO, Rob Clarfeld, has been individually recognized by Forbes' "America's Top Wealth Advisors" as New York's top ranked Independent Wealth Advisor.See Important Disclosure: https://www.clarfeld.com/disclosure/ For more information, contact us at wealth@clarfeld.com, call 914-846-0100 or visit our website, www.clarfeld.com.

Wealth Management Investment Management Financial Planning Tax Planning and Preparation Multi Family Office Services Estate and Trust Planning Retirement Planning Divorce Planning Cross Border Estate & Tax Planning Cross Border Estate & Tax Planning Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about Clarfeld Financial Advisors, Inc.
Frequently Asked Questions about Rafael Svelti
Rafael Svelti currently works for Clarfeld Financial Advisors, Inc..
Rafael Svelti's role at Clarfeld Financial Advisors, Inc. is Vice President, Private Wealth Advisor.
Rafael Svelti's email address is ***@clarfeld.com. To view Rafael Svelti's full email address, please signup to ConnectPlex.
Rafael Svelti works in the Financial Services industry.
Rafael Svelti's colleagues at Clarfeld Financial Advisors, Inc. are Kurt Villon, Matthew Smith, Heather Furdyna, Sonja Andrea-Andrianopoulos, Peter Horn, Joan Bozek, Michael Cornacchioli and others.
Rafael Svelti's phone number is 914-846-0100
See more information about Rafael Svelti