▀ CEO, Santoren Wealth Management. 2008 average return for all clients +38.3% (S&P500 -38.5%). santoren.com
Greater New York City Area
- Current
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- CEO, Founder at Santoren Inc.
- Past
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- Co-founder, Managing Partner at Angen Advisors LLC.
- Financial Advisor at McGinn Smith & Co. Inc.
- Financial Advisor at UBS
- CEO, Founder at MugToGo Inc.
- CEO, Founder, Creative Director at Abacus Graphics Ltd.
- Education
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- Akademia Sztuk Pieknych w Warszawie
- Uniwersytet Warszawski
- Connections
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500+
connections
- Industry
- Investment Management
- Websites
Tomas Leszczynski (1,100+)’s Summary
General business experience
Owner of Registered Investment Advisory firm with broad experience in money management and creation of financial plans and models. Former broker at UBS and on Wall Street.
Tomas Leszczynski (1,100+)’s Specialties:
Business models. Series 7 and 66 licenses. Advanced Technical Analyst.
Languages: English, Polish, French, Russian
Tomas Leszczynski (1,100+)’s Experience
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CEO, Founder
Santoren Inc.
(Financial Services industry)
August 2006 — Present (3 years)
Santoren is a Registered Investment Advisory firm providing investment services to private clients. I am responsible for all trading decisions and operations at the company.
In 2008 I achieved a positive return of 38.3% for an average of all accounts under my management (after all fees), as compared to a negative return of S&P500 of 38.5%.
Past performance is no guarantee of future results. Investing involves risk, including the risk of loss of principal.
The services include portfolio management, estate planning, and business development services.
I hold series 7 and series 66 registrations.
Santoren.com -
Co-founder, Managing Partner
Angen Advisors LLC.
(Financial Services industry)
2008 — 2009 (1 year)
Angen provides Financial Senior Executive talent and services to startups, entrepreneurial firms and businesses.
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Financial Advisor
McGinn Smith & Co. Inc.
(Financial Services industry)
2005 — 2006 (1 year)
Financial Advisor at the Investment Bank on Wall Street.
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Financial Advisor
UBS
(Public Company; 10,001 or more employees; UBS; Banking industry)
2003 — 2005 (2 years)
Managed accounts of high net worth investors at a private client group located at the headquarters of UBS in New York.
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CEO, Founder
MugToGo Inc.
(Marketing and Advertising industry)
January 1999 — 2002 (3 years)
Alternative advertising for Financial Services companies.
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CEO, Founder, Creative Director
Abacus Graphics Ltd.
(Marketing and Advertising industry)
1984 — 1998 (14 years)
Founded one of the first computer graphics companies in New York.
Directed all operations, including the management of 12+ crew.
Developed large client accounts, including: American Express, Chase, Seagrams, Random House, Fodor's, Pfizer
Tomas Leszczynski (1,100+)’s Education
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Akademia Sztuk Pieknych w Warszawie
MFA , Graphic Design , 1981 — 1985
Academy of Fine Arts in Warsaw
- Activities and Societies:
- Head of the Alpine Ski Team
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Uniwersytet Warszawski
BS , Theoretical Mathematics , 1977 — 1980
- Activities and Societies:
- University of Warsaw
Additional Information
Tomas Leszczynski (1,100+)’s Websites:
Tomas Leszczynski (1,100+)’s Interests:
Investing, technical analysis, alternative energy (wind, solar, wave, geo), private pilot, alpine ski racer, ocean sailor (captain), inventor.
Tomas Leszczynski (1,100+)’s Honors:
Summa Cum Laudae MFA degree
Tomas Leszczynski (1,100+)’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
