formerly Prospect.
Company Information
Website
Employee count
47
Industry
Financial Services
Headquarter
New York, New York, United States
Emily Green
Head of Wealth Management | Advisor
Sylvia S. Kwan, CFA, CAIA
CEO and Chief Investment Officer
Cameron Rogers, CFA
Private Wealth Advisor
David Rossien
Vice President Operations
Daneen Mays
Quality Assurance Engineer II