Wealth Managers

Need help managing your investment portfolio? Discover wealth managers that have been recommended by your network on LinkedIn. Connect with credentialed wealth managers, who can help you analyze your asset situation and offer you financial advice.

Michael Sabatino, CFP®

Title

VP, Managing Director of Financial Planning and Education at McGraw-Hill Federal Credit Union

Demographic info

Financial Services | Greater New York City Area

Past:

Financial Advisor at Raymond James & Associates, Wealth Manager Apprenticeship at Modera Wealth Management, Investment Strategist at Citi Smith Barney

Education:

Certified Financial Planner Board of Standards, Inc., University of Richmond, The Pingry School
Julian Pasley-Smith

Title

--

Demographic info

Financial Services | Greater Philadelphia Area
John Swanson

Title

MBS Source

Demographic info

Capital Markets | Greater Seattle Area

Current:

Strategic Alliances at MBS Source

Past:

Consultant at Portfolio Review, Portfolio Manager at Safeco, Director, Trading and Alliances at BondHub Inc.

Education:

Davidson College
Jaime Hansen

Title

Financial Advisor

Demographic info

Financial Services | Greater Minneapolis-St. Paul Area

Current:

Financial Advisor at Morgan Stanley Smith Barney

Past:

Women in Business Committee Member at Woman's Club of Minneapolis, Planned Giving Committee Chair at Lyngblomsten Foundation, Financial Consultant at U.S. Bancorp Investments & Insurance, Inc., Financial Advisor at Thrivent Financial for Lutherans, Sr. Business Analyst - Investments/Mutual Funds at Thrivent Financial for Lutherans

Education:

Bemidji State University, Kelleher High school
Thomas A Cowen

Title

Principal and President Cowen Financial Services

Demographic info

Financial Services | Greater New York City Area

Current:

Registered Representative at Lincoln Financial Securities Inc (member SIPC), Investment Advisor Representative at Level Four Advisory Services, LLC, Chartered Life Underwriter (CLU) at Level Four Insurance Services LLC

Past:

Registered Representative and Financial Advisor at Securities America, Inc. Member FINRA/SIPC, Financial Advisor at Prudential Financial

Education:

College for Financial Planning, The American College, Rutgers, The State University of New Jersey-New Brunswick
patrick rotondo

Title

Private wealth manager at LPL Financial

Demographic info

Financial Services | Greater Philadelphia Area

Current:

Private Wealth Manager at LPL, Private wealth manager at LPL Financial

Past:

Municipals at Commerce Capital Markets, accounting at Delaware Investments

Education:

Philadelphia University
Clifford Caplan

Title

wealth manager at Neponset Valley Financial Partners

Demographic info

Financial Services | Greater Boston Area

Current:

Wealth Manager at Neponset Valley Financial Partners

Education:

Boston Universiity, The University of Connecticut School of Business
Mike Blumenfeld

Title

--

Demographic info

Investment Management | Greater Atlanta Area
Bill Breen

Title

private wealth manager

Demographic info

Financial Services | Greater Chicago Area

Current:

vp, investment, wealth manager at Merrill Lynch, independent trader and floor broker at Chicago Mercantile Exchange, vice president, regional sales manager at A G Becker

Education:

University of Notre Dame
Jim Kuitu

Title

Experienced wealth manager with focus on business succession strategies for the owner and key employees.

Demographic info

Financial Services | Greater Minneapolis-St. Paul Area

Current:

Wealth Manager at Kuitu Financial Services, Inc. (Self-employed)

Education:

Gustavus Adolphus College
gregory clark

Title

entrepreneur

Demographic info

Insurance | Raleigh-Durham, North Carolina Area

Current:

owner/founder at Dent Experts

Past:

Founder at Dent Experts International
Mike Rabbitt

Title

wealth manager at Creative Planning Inc.

Demographic info

Financial Services | Greater Denver Area

Current:

wealth manager at Creative Planning Inc.

Past:

Investment Consultant at TD Ameritrade
David Joffe

Title

wealth manager at GR-Capital Asset Management

Demographic info

Financial Services | Orange County, California Area

Current:

wealth manager at GR-Capital Asset Management
Shaz Waraich

Title

--

Demographic info

Financial Services | Greater New York City Area
Cristina Moore

Title

international wealth manager; senior vice president at Merrill Lynch

Demographic info

Financial Services | Houston, Texas Area

Current:

international wealth manager; senior vice president at Merrill Lynch
james rutherford

Title

wealth manager at jp turner and company

Demographic info

Financial Services | Albany, New York Area

Current:

wealth manager at jp turner and company

Past:

energy trader at rudolf wolf
Elizabeth Lee

Title

wealth manager at smith barney

Demographic info

Financial Services | Greater New York City Area

Current:

wealth manager at smith barney

Education:

Harvard University Graduate School of Education
george sidor

Title

wealth manager at Morgan Stanley Smith Barney

Demographic info

Financial Services | Daytona Beach, Florida Area

Current:

wealth manager at Morgan Stanley Smith Barney
David Cohen

Title

sr wealth manager at MorganStanley SmithBarney LLC

Demographic info

Financial Services | Greater New York City Area

Current:

sr wealth manager at MorganStanley SmithBarney LLC
Kevin Konovitch

Title

--

Demographic info

Financial Services | Greater New York City Area