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Financial Planners in New York , NY

SHARLEEN BHOOP

J.P. MORGAN SECURITIES LLC
Fiducary

158 WEST 14TH STREET, NEW YORK, NY, 10011

Phone: NA

sharleen.bhoop@jpmorgan.com

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ELIZABETH DOOLEY

CITY NATIONAL ROCHDALE
Fiducary

570 LEXINGTON AVE., NEW YORK, NY, 10022

Phone: NA

elizabeth.dooley@cnr.com

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LORI GUST

J.P. MORGAN SECURITIES LLC
Fiducary

383 MADISON AVENUE, NEW YORK, NY, 10179

Phone: (302)-282-2005

lori.gust@jpmorgan.com

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ALEJANDRO LOZANO

J.P. MORGAN SECURITIES LLC
Fiducary

277 Park Avenue, NEW YORK, NY, 10172

Phone: NA

alejandro.lozano@jpmorgan.com

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BRYAN VANAS

OPPENHEIMER & CO. INC.
Fiducary

85 BROAD STREET, NEW YORK, NY, 10004

Phone: NA

bryan.vanas@opco.com

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BRIAN PETROV

EAGLE STRATEGIES LLC
Fiducary

51 MADISON AVENUE, NEW YORK, NY, 10010

Phone: NA

bpetrov@eaglestrategies.com

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JEFFREY BERNSTEIN

COWEN PRIME SERVICES LLC
Fiducary

1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105

Phone: NA

jeffrey.bernstein@cowenprimeservices.com

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EVAN STEINBERG

MORGAN STANLEY
Fiducary

1290 AVENUE OF THE AMERICAS, NEW YORK, NY, 10104

Phone: NA

evan.steinberg@morganstanley.com

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ONE PENN PLAZA, NEW YORK, NY, 10119

Phone: NA

stephney.gordon@morganstanley.com

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Mickey Tolchiner

Riverside Risk Advisors LLC
Fiducary

304 W 91ST ST, NEW YORK, NY, 10024

Phone: (212)-799-0251

Tolch123@gmail.com

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Hernandez, Carlos

United States Department of the Treasury
Fiducary

340 Madison Ave, NEW YORK, NY, 10173

Phone: (212)-790-4047

carlos.hernandez@occ.treas.gov

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Steven Ko

Burgundy Asset Management
Fiducary

521 5TH AVE # 1804, NEW YORK, NY, 10175

Phone: (212)-292-4301

steven.ko@ubs.com

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247 CENTRE ST # 5L, NEW YORK, NY, 10013

Phone: (212)-228-1328

Boris@betterment.com

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Renate Grau

Grau, Renate
Fiducary

114 St. Marks Place #2, NEW YORK, NY, 10009

Phone: (212)-375-8690

rmgrau@hotmail.com

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Alexander Jachmich

Steadfast Financial LP
Fiducary

767 5TH AVE, NEW YORK, NY, 10153

Phone: (212)-223-5610

alex@janapartners.com

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345 E 93rd St Apt 23f, NEW YORK, NY, 10128

Phone: (212)-426-8950

iyk1@cornell.edu

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Dreyer, John

Brown Brothers Harriman...
Fiducary

140 E Broadway, NEW YORK, NY, 10002

Phone: (212)-483-1818

john.dreyer@bbh.com

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Powell, William

Hyperion Brookfield Ass...
Fiducary

200 Vesey St, NEW YORK, NY, 10285

Phone: (212)-549-8400

wpowell@crystalriverreit.com

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Kahan, Jacob

John Hancock Financial ...
Fiducary

420 Lexington Ave Fl 15, NEW YORK, NY, 10170

Phone: (718)-436-9500

jkahan@jhnetwork.com

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Burden, Maria

CastleRock Management, LLC
Fiducary

101 Park Ave Fl 23, NEW YORK, NY, 10178

Phone: (212)-251-3300

mlb@castlerockpartners.com

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Deng, Eddie

Bloomberg L.P.
Fiducary

731 Lenox Ave, NEW YORK, NY, 10039

Phone: (212)-318-2000

eydeng@bloomberg.net

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Raynor, Daniel

The Argentum Group
Fiducary

11 East 26th Street 19th Fl Ste 1900, NEW YORK, NY, 10028

Phone: (212)-949-6262

draynor@argentumgroup.com

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Cohen, Neal

Cobe Capital
Fiducary

PO Box 4552, NEW YORK, NY, 10163

Phone: (212)-338-0235

ncohen@cobecapital.com

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Diamond, Robert

Neuberger Berman
Fiducary

605 Third Avenue 36th Floor, NEW YORK, NY, 10158

Phone: (212)-412-4000

rdiamond@nb.com

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Halsey, Jane

Halsey and Co
Fiducary

74 E 79th St Apt 1C, NEW YORK, NY, 10075

Phone: (212)-717-9760

jhalsey@roundtableforum.com

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Corapi, NA

ING Investment Manageme...
Fiducary

5780 Powers Ferry Rd Northwest, NEW YORK, NY, 30327

Phone: (646)-424-6000

christopher.corapi@inginvestment.com

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Uftring, Peter

DWS Investments Service...
Fiducary

345 Park Ave, NEW YORK, NY, 10154

Phone: (212)-469-5000

peter.uftring@dws.com

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2949 E Elvira Rd Ste 101, NEW YORK, NY, 85756

Phone: (520)-806-7600

christopherdavis@davisfunds.com

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Long, Angela

E*TRADE Financial Corporation
Fiducary

135 E 75th St, NEW YORK, NY, 10021

Phone: (646)-521-4300

angela.long@etrade.com

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Brown, Martyn

Fidelity (FMR Corp)
Fiducary

274 Main St, NEW YORK, NY, 10214

Phone: (212)-832-6661

martyn.brown@fmr.com

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Harold Weiser

Rockmore Capital
Fiducary

150 E 58TH ST # 2800, NEW YORK, NY, 10155

Phone: (212)-258-2300

heweiser1@aol.com

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Richard Capone

UBS FINANCIAL SVC
Fiducary

299 PARK AVE, NEW YORK, NY, 10292

Phone: (212)-821-7000

capone@ubs.com

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Kenneth Betz

Tinari Economics
Fiducary

112 W 34th St # 18, NEW YORK, NY, 10120

Phone: (212)-201-0938

k.betz@tinarieconomics.com

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David Scharf

Esplanade Capital Llc
Fiducary

551 5th Ave, NEW YORK, NY, 10176

Phone: (212)-601-2788

d.scharf@esplanadecap.com

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Kal Warda

King Financial Corp
Fiducary

Po Box 7713, NEW YORK, NY, 10116

Phone: (212)-268-0100

k.warda@kingfinancialcorp.com

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Jane Ezersky

Claremont Search Advisors Llc
Fiducary

25 Claremont Ave, NEW YORK, NY, 10027

Phone: (212)-866-3600

j.ezersky@claremontsearch.com

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James Lee

LEE WORLD INDUSTRIES LLC
Fiducary

250 W 57TH ST # 1931, NEW YORK, NY, 10107

Phone: (212)-265-8866

lee@leeworld.com

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Hornig, Andy

M.O.S. Networks
Fiducary

PO BOX 7246, NEW YORK, NY, 10150

Phone: (212)-655-4444

andyh@metrooptical.com

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Clarence Nathan

Union Settlement
Fiducary

210 E 115TH ST, NEW YORK, NY, 10029

Phone: (212)-828-6172

can1@mindspring.com

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SHARLEEN BHOOP

J.P. MORGAN SECURITIES LLC

158 WEST 14TH STREET, NEW YORK, NY, 10011

1

sharleen.bhoop@jpmorgan.com

ELIZABETH DOOLEY

CITY NATIONAL ROCHDALE

570 LEXINGTON AVE., NEW YORK, NY, 10022

2

elizabeth.dooley@cnr.com

LORI GUST

J.P. MORGAN SECURITIES LLC

383 MADISON AVENUE, NEW YORK, NY, 10179

Phone: (302)-282-2005

3

lori.gust@jpmorgan.com

ALEJANDRO LOZANO

J.P. MORGAN SECURITIES LLC

277 Park Avenue, NEW YORK, NY, 10172

4

alejandro.lozano@jpmorgan.com

BRYAN VANAS

OPPENHEIMER & CO. INC.

85 BROAD STREET, NEW YORK, NY, 10004

5

bryan.vanas@opco.com

BRIAN PETROV

EAGLE STRATEGIES LLC

51 MADISON AVENUE, NEW YORK, NY, 10010

6

bpetrov@eaglestrategies.com

JEFFREY BERNSTEIN

COWEN PRIME SERVICES LLC

1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105

7

jeffrey.bernstein@cowenprimeservices.com

EVAN STEINBERG

MORGAN STANLEY

1290 AVENUE OF THE AMERICAS, NEW YORK, NY, 10104

8

evan.steinberg@morganstanley.com

Mickey Tolchiner

Riverside Risk Advisors LLC

304 W 91ST ST, NEW YORK, NY, 10024

Phone: (212)-799-0251

10

Tolch123@gmail.com

Hernandez, Carlos

United States Department of the Treasury

340 Madison Ave, NEW YORK, NY, 10173

Phone: (212)-790-4047

11

carlos.hernandez@occ.treas.gov

Steven Ko

Burgundy Asset Management

521 5TH AVE # 1804, NEW YORK, NY, 10175

Phone: (212)-292-4301

12

steven.ko@ubs.com

Boris Khentov

Betterment

247 CENTRE ST # 5L, NEW YORK, NY, 10013

Phone: (212)-228-1328

13

Boris@betterment.com

Renate Grau

Grau, Renate

114 St. Marks Place #2, NEW YORK, NY, 10009

Phone: (212)-375-8690

14

rmgrau@hotmail.com

Alexander Jachmich

Steadfast Financial LP

767 5TH AVE, NEW YORK, NY, 10153

Phone: (212)-223-5610

15

alex@janapartners.com

Ingrid Kuo

Ingrid Kuo

345 E 93rd St Apt 23f, NEW YORK, NY, 10128

Phone: (212)-426-8950

16

iyk1@cornell.edu

Dreyer, John

Brown Brothers Harriman...

140 E Broadway, NEW YORK, NY, 10002

Phone: (212)-483-1818

17

john.dreyer@bbh.com

Powell, William

Hyperion Brookfield Ass...

200 Vesey St, NEW YORK, NY, 10285

Phone: (212)-549-8400

18

wpowell@crystalriverreit.com

Kahan, Jacob

John Hancock Financial ...

420 Lexington Ave Fl 15, NEW YORK, NY, 10170

Phone: (718)-436-9500

19

jkahan@jhnetwork.com

Burden, Maria

CastleRock Management, LLC

101 Park Ave Fl 23, NEW YORK, NY, 10178

Phone: (212)-251-3300

20

mlb@castlerockpartners.com

Deng, Eddie

Bloomberg L.P.

731 Lenox Ave, NEW YORK, NY, 10039

Phone: (212)-318-2000

21

eydeng@bloomberg.net

Raynor, Daniel

The Argentum Group

11 East 26th Street 19th Fl Ste 1900, NEW YORK, NY, 10028

Phone: (212)-949-6262

22

draynor@argentumgroup.com

Cohen, Neal

Cobe Capital

PO Box 4552, NEW YORK, NY, 10163

Phone: (212)-338-0235

23

ncohen@cobecapital.com

Diamond, Robert

Neuberger Berman

605 Third Avenue 36th Floor, NEW YORK, NY, 10158

Phone: (212)-412-4000

24

rdiamond@nb.com

Halsey, Jane

Halsey and Co

74 E 79th St Apt 1C, NEW YORK, NY, 10075

Phone: (212)-717-9760

25

jhalsey@roundtableforum.com

Corapi,

ING Investment Manageme...

5780 Powers Ferry Rd Northwest, NEW YORK, NY, 30327

Phone: (646)-424-6000

26

christopher.corapi@inginvestment.com

Uftring, Peter

DWS Investments Service...

345 Park Ave, NEW YORK, NY, 10154

Phone: (212)-469-5000

27

peter.uftring@dws.com

2949 E Elvira Rd Ste 101, NEW YORK, NY, 85756

Phone: (520)-806-7600

28

christopherdavis@davisfunds.com

Long, Angela

E*TRADE Financial Corporation

135 E 75th St, NEW YORK, NY, 10021

Phone: (646)-521-4300

29

angela.long@etrade.com

Brown, Martyn

Fidelity (FMR Corp)

274 Main St, NEW YORK, NY, 10214

Phone: (212)-832-6661

30

martyn.brown@fmr.com

Harold Weiser

Rockmore Capital

150 E 58TH ST # 2800, NEW YORK, NY, 10155

Phone: (212)-258-2300

31

heweiser1@aol.com

Richard Capone

UBS FINANCIAL SVC

299 PARK AVE, NEW YORK, NY, 10292

Phone: (212)-821-7000

32

capone@ubs.com

Kenneth Betz

Tinari Economics

112 W 34th St # 18, NEW YORK, NY, 10120

Phone: (212)-201-0938

33

k.betz@tinarieconomics.com

David Scharf

Esplanade Capital Llc

551 5th Ave, NEW YORK, NY, 10176

Phone: (212)-601-2788

34

d.scharf@esplanadecap.com

Kal Warda

King Financial Corp

Po Box 7713, NEW YORK, NY, 10116

Phone: (212)-268-0100

35

k.warda@kingfinancialcorp.com

Jane Ezersky

Claremont Search Advisors Llc

25 Claremont Ave, NEW YORK, NY, 10027

Phone: (212)-866-3600

36

j.ezersky@claremontsearch.com

James Lee

LEE WORLD INDUSTRIES LLC

250 W 57TH ST # 1931, NEW YORK, NY, 10107

Phone: (212)-265-8866

37

lee@leeworld.com

Hornig, Andy

M.O.S. Networks

PO BOX 7246, NEW YORK, NY, 10150

Phone: (212)-655-4444

38

andyh@metrooptical.com

Clarence Nathan

Union Settlement

210 E 115TH ST, NEW YORK, NY, 10029

Phone: (212)-828-6172

39

can1@mindspring.com

SHARLEEN BHOOP

J.P. MORGAN SECURITIES LLC

158 WEST 14TH STREET, NEW YORK, NY, 10011

1

sharleen.bhoop@jpmorgan.com

ELIZABETH DOOLEY

CITY NATIONAL ROCHDALE

570 LEXINGTON AVE., NEW YORK, NY, 10022

2

elizabeth.dooley@cnr.com

LORI GUST

J.P. MORGAN SECURITIES LLC

383 MADISON AVENUE, NEW YORK, NY, 10179

Phone: (302)-282-2005

3

lori.gust@jpmorgan.com

ALEJANDRO LOZANO

J.P. MORGAN SECURITIES LLC

277 Park Avenue, NEW YORK, NY, 10172

4

alejandro.lozano@jpmorgan.com

BRYAN VANAS

OPPENHEIMER & CO. INC.

85 BROAD STREET, NEW YORK, NY, 10004

5

bryan.vanas@opco.com

BRIAN PETROV

EAGLE STRATEGIES LLC

51 MADISON AVENUE, NEW YORK, NY, 10010

6

bpetrov@eaglestrategies.com

JEFFREY BERNSTEIN

COWEN PRIME SERVICES LLC

1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105

7

jeffrey.bernstein@cowenprimeservices.com

EVAN STEINBERG

MORGAN STANLEY

1290 AVENUE OF THE AMERICAS, NEW YORK, NY, 10104

8

evan.steinberg@morganstanley.com

Mickey Tolchiner

Riverside Risk Advisors LLC

304 W 91ST ST, NEW YORK, NY, 10024

Phone: (212)-799-0251

10

Tolch123@gmail.com

Hernandez, Carlos

United States Department of the Treasury

340 Madison Ave, NEW YORK, NY, 10173

Phone: (212)-790-4047

11

carlos.hernandez@occ.treas.gov

Steven Ko

Burgundy Asset Management

521 5TH AVE # 1804, NEW YORK, NY, 10175

Phone: (212)-292-4301

12

steven.ko@ubs.com

Boris Khentov

Betterment

247 CENTRE ST # 5L, NEW YORK, NY, 10013

Phone: (212)-228-1328

13

Boris@betterment.com

Renate Grau

Grau, Renate

114 St. Marks Place #2, NEW YORK, NY, 10009

Phone: (212)-375-8690

14

rmgrau@hotmail.com

Alexander Jachmich

Steadfast Financial LP

767 5TH AVE, NEW YORK, NY, 10153

Phone: (212)-223-5610

15

alex@janapartners.com

Ingrid Kuo

Ingrid Kuo

345 E 93rd St Apt 23f, NEW YORK, NY, 10128

Phone: (212)-426-8950

16

iyk1@cornell.edu

Dreyer, John

Brown Brothers Harriman...

140 E Broadway, NEW YORK, NY, 10002

Phone: (212)-483-1818

17

john.dreyer@bbh.com

Powell, William

Hyperion Brookfield Ass...

200 Vesey St, NEW YORK, NY, 10285

Phone: (212)-549-8400

18

wpowell@crystalriverreit.com

Kahan, Jacob

John Hancock Financial ...

420 Lexington Ave Fl 15, NEW YORK, NY, 10170

Phone: (718)-436-9500

19

jkahan@jhnetwork.com

Burden, Maria

CastleRock Management, LLC

101 Park Ave Fl 23, NEW YORK, NY, 10178

Phone: (212)-251-3300

20

mlb@castlerockpartners.com

Deng, Eddie

Bloomberg L.P.

731 Lenox Ave, NEW YORK, NY, 10039

Phone: (212)-318-2000

21

eydeng@bloomberg.net

Raynor, Daniel

The Argentum Group

11 East 26th Street 19th Fl Ste 1900, NEW YORK, NY, 10028

Phone: (212)-949-6262

22

draynor@argentumgroup.com

Cohen, Neal

Cobe Capital

PO Box 4552, NEW YORK, NY, 10163

Phone: (212)-338-0235

23

ncohen@cobecapital.com

Diamond, Robert

Neuberger Berman

605 Third Avenue 36th Floor, NEW YORK, NY, 10158

Phone: (212)-412-4000

24

rdiamond@nb.com

Halsey, Jane

Halsey and Co

74 E 79th St Apt 1C, NEW YORK, NY, 10075

Phone: (212)-717-9760

25

jhalsey@roundtableforum.com

Corapi,

ING Investment Manageme...

5780 Powers Ferry Rd Northwest, NEW YORK, NY, 30327

Phone: (646)-424-6000

26

christopher.corapi@inginvestment.com

Uftring, Peter

DWS Investments Service...

345 Park Ave, NEW YORK, NY, 10154

Phone: (212)-469-5000

27

peter.uftring@dws.com

2949 E Elvira Rd Ste 101, NEW YORK, NY, 85756

Phone: (520)-806-7600

28

christopherdavis@davisfunds.com

Long, Angela

E*TRADE Financial Corporation

135 E 75th St, NEW YORK, NY, 10021

Phone: (646)-521-4300

29

angela.long@etrade.com

Brown, Martyn

Fidelity (FMR Corp)

274 Main St, NEW YORK, NY, 10214

Phone: (212)-832-6661

30

martyn.brown@fmr.com

Harold Weiser

Rockmore Capital

150 E 58TH ST # 2800, NEW YORK, NY, 10155

Phone: (212)-258-2300

31

heweiser1@aol.com

Richard Capone

UBS FINANCIAL SVC

299 PARK AVE, NEW YORK, NY, 10292

Phone: (212)-821-7000

32

capone@ubs.com

Kenneth Betz

Tinari Economics

112 W 34th St # 18, NEW YORK, NY, 10120

Phone: (212)-201-0938

33

k.betz@tinarieconomics.com

David Scharf

Esplanade Capital Llc

551 5th Ave, NEW YORK, NY, 10176

Phone: (212)-601-2788

34

d.scharf@esplanadecap.com

Kal Warda

King Financial Corp

Po Box 7713, NEW YORK, NY, 10116

Phone: (212)-268-0100

35

k.warda@kingfinancialcorp.com

Jane Ezersky

Claremont Search Advisors Llc

25 Claremont Ave, NEW YORK, NY, 10027

Phone: (212)-866-3600

36

j.ezersky@claremontsearch.com

James Lee

LEE WORLD INDUSTRIES LLC

250 W 57TH ST # 1931, NEW YORK, NY, 10107

Phone: (212)-265-8866

37

lee@leeworld.com

Hornig, Andy

M.O.S. Networks

PO BOX 7246, NEW YORK, NY, 10150

Phone: (212)-655-4444

38

andyh@metrooptical.com

Clarence Nathan

Union Settlement

210 E 115TH ST, NEW YORK, NY, 10029

Phone: (212)-828-6172

39

can1@mindspring.com