
▀ CEO, Santoren Wealth Management. 2008 average return for all clients +38.3% (S&P500 -38.5%). santoren.com
Greater New York City Area

▀ CEO, Santoren Wealth Management. 2008 average return for all clients +38.3% (S&P500 -38.5%). santoren.com
Greater New York City Area
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.
Business models. Series 7 and 66 licenses. Advanced Technical Analyst.
Languages: English, Polish, French, Russian
(Financial Services industry)
August 2006 — Present (3 years 4 months)
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
(Financial Services industry)
2008 — 2009 (1 year )
Angen provides Financial Senior Executive talent and services to startups, entrepreneurial firms and businesses.
(Financial Services industry)
2005 — 2006 (1 year )
Financial Advisor at the Investment Bank on Wall Street.
(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.
(Marketing and Advertising industry)
January 1999 — 2002 (3 years )
Alternative advertising for Financial Services companies.
(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
MFA , Graphic Design , 1981 — 1985
Academy of Fine Arts in Warsaw
BS , Theoretical Mathematics , 1977 — 1980
Investing, technical analysis, alternative energy (wind, solar, wave, geo), private pilot, alpine ski racer, ocean sailor (captain), inventor.
NASD Series 7, 66 licenses, NY state Inspector of Elections
Summa Cum Laudae MFA degree