Treasury Partners
Investment Management
New York, United States
38 employees
- Employees
- 38
- Contacts
- 3
- Emails
- 3
- Phones
- 3
Treasury Partners Overview
- Headquarters
- New York, United States
- Phone Number
- Available in AeroLeads
- Website
- treasurypartners.com
- Industry
- Investment Management
- Employees
- 38
- Founded
- 1983
- Funding
- 29
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Treasury Partners
Treasury Partners is a team of 29 investment professionals who deliver a broad array of conservative wealth and cash management services to private clients, family offices, foundations, endowments, and corporations. Services also include an online Money Market Portal and retirement plan consulting. Treasury Partners operates on a fully transparent, open architecture platform. Richard Saperstein, Treasury Partners Chief Investment Officer, is widely acknowledged for his financial expertise, and has ranked in the top tier on Barron’s annual listing of “Top 100 Financial Advisors” every year since the rankings began in 2004. Treasury Partners is registered with HighTower Securities, LLC, member FINRA, MSRB and SIPC & HighTower Advisors, LLC a registered investment advisor the SEC.
Treasury Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Treasury Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Sean Rooney, Cfa | Director, Institutional Cash Management at Treasury Partners | New York, United States |
Email
Phone
|
| David Zoll | Managing Director, Partner at Treasury Partners | Ridgewood, New Jersey, United States |
Email
Phone
|
| Jerry Klein | Managing Director - Treasury Corporate Cash Management - Money Market Portal |
View
|
|
| Justin Winters, Cfa, Cfp® | Managing Director - Private Wealth & Corporate Cash Mgmt - High Net Worth Families - Entrepreneurs - Business Owners | New York, United States |
Email
Phone
|
Employees by Management Level
Director
9 profiles
Individual contributor
5 profiles
Associate / junior
3 profiles
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 5 | 5 | 1 |
| Executive | 2 | 2 | 2 |
| General | 1 | 1 | 1 |
| Marketing | 1 | 1 | 0 |
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