Sal CFA

Executive Director at Treasury Partners - New York, NY, US

Sal CFA's Colleagues at Treasury Partners
Harrison CFP

Associate Director

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Sarah CFP

Associate Director

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Lilly Lynham

Associate Treasury Partners

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Harris Cohen

Associate

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Justin Winters

Managing Director / Financial Advisor

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Sonam Lama

Associate

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Daniel Saad

Executive Director

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Sal CFA's Contact Details
Email (Verified)
***@treasurypartners.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
917-286-2770
Location
Company
Treasury Partners
Sal CFA's Company Details
Treasury Partners logo, Treasury Partners contact details

Treasury Partners

New York, NY, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

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.

Private Wealth Management Corporate Cash Management Money Market Portal 401(k) Plan Consulting Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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Frequently Asked Questions about Sal CFA
Sal CFA currently works for Treasury Partners.
Sal CFA's role at Treasury Partners is Executive Director.
Sal CFA's email address is ***@treasurypartners.com. To view Sal CFA's full email address, please signup to ConnectPlex.
Sal CFA works in the Investment Management industry.
Sal CFA's colleagues at Treasury Partners are Harrison CFP, Sarah CFP, Lilly Lynham, Harris Cohen, Justin Winters, Sonam Lama, Daniel Saad and others.
Sal CFA's phone number is 917-286-2770
See more information about Sal CFA