Senior Managing Director
CurrentComprehensive financial and estate planning professional
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@optonline.net
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3 phones found area 212 and 800
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LinkedIn matched
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Christopher Colombo is listed as Senior Managing Director at Peapack Private Wealth Management, based in Morganville, New Jersey, United States. AeroLeads shows a work email signal at optonline.net, phone signal with area code 212, 800, and a matched LinkedIn profile for Christopher Colombo.
Christopher Colombo previously worked as Wealth Structuring Specialist at Merrill Lynch and Relationship Manager at Bessemer Trust. Christopher Colombo holds Bs, Accounting from Wake Forest University.
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Extensive experience in providing HNW/UHNW individuals wealth structuring advice & guidance in conjunction with client centers of influence to provide holistic estate and income tax solutions. Brings a sophisticated understanding of wealth protection and transfer capabilities to dicussions in adivsing families, individual trustees and nonprofit organizations. Primary focus on meeting complex wealth management needs including, but not limited to:Development of prudent investment management strategies, Trust and estate legacy tax planning, Fiduciary administration advice; Philanthropic planning strategies; and, Personal lending needs. Specialties: Estate planning; Retirement planning; Philanthropic planning; Institutional Philanthropy
Listed skills include Estate Planning, Retirement Planning, Wealth Management Services, Wealth Management, and 26 others.
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Bedminster, Nj
Comprehensive financial and estate planning professional
New York, Ny
Responsible for all planning; execution and sale of trust planning and services in NYC and LI for clients and prospects of ML Financial Advisors. Practice areas include: wealth structuring & asset protection; fiduciary investing; financial, legacy and philanthropic planning. Engage with Advisors on portfolio management within the construct of the trust and estate plan execution including spending and investment policies. Assure that the delivery of service to current clients is accomplished at highest levels of excellence without exception.
New York, Ny
Responsible for the administration of client relationships including but not limited to construction of client portfolios and structuring of client wealth to achieve financial, estate and investment planning goals for UHNW families.
Greater New York City Area
Worked with variety of professionals on audit and consulting engagements focusing on policies, procedures and processes in the financial services and banking industries and advising on the efficiency and propriety of those functions.
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Christopher Colombo works for Peapack Private Wealth Management.
Christopher Colombo is listed as Senior Managing Director at Peapack Private Wealth Management.
AeroLeads has found 1 work email signal at @optonline.net for Christopher Colombo at Peapack Private Wealth Management.
AeroLeads has found 3 phone signal(s) with area code 212, 800 for Christopher Colombo at Peapack Private Wealth Management.
Christopher Colombo is based in Morganville, New Jersey, United States while working with Peapack Private Wealth Management.
Christopher Colombo has worked for Peapack Private Wealth Management, Merrill Lynch, Bessemer Trust, and Arthur Andersen & Co..
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Christopher Colombo holds Bs, Accounting from Wake Forest University.
Christopher Colombo is listed with skills including Estate Planning, Retirement Planning, Wealth Management Services, Wealth Management, Series 7, Alternative Investments, Series 63, and Asset Allocation.
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