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Degrees
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BS/BA in Economics/Math, MBA in Finance, CFA Charterholder
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My Expert Service
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Financial planning is the cornerstone for building wealth over time and ensuring that your financial affairs are a source of strength, pride, and independence. For many individuals, financial planning and the discipline of saving is an after thought, despite the fact that planning for the accumulation and use of your financial assets should figure intimately in how your money is allocated between stocks, bonds, cash, and other investment assets. Although no plan is fool proof, an intelligently structure plan can greatly enhance the odds of achieving your objectives. Over the past seven years, I have done just that for a handful of high net worth clients by carefully learning each individual's unique circumstances, needs, and asset levels, and translating that into an actionable plan to help them move closer to achieving their goals.
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Experience & Qualifications
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Principal of New York Investment firm. Background includes building comprehensive financial plans, implementing investment strategies, and investment research. Prior to present position, I worked in Equity Research for several of the largest Wall Street firms.
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Available Modes Of Communication
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email/chat
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Contact
N. O. Sugref
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