Eugene Peysakh, Cepa Email and Phone Number
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My mission is to help my clients build wealth and achieve financial security in attaining their short, medium, and long-term LIFE goals. Given my prior experience, my team and I use a very quantitative process in assisting you and your business when building your financial plan, analyzing your investments, making informed decisions, and attaining both cost and tax-efficiency. Much of our time is spent educating clients on available strategies to help optimize resources, growth wealth, and manage risk. Together, we implement comprehensive financial plans to organize your finances and achieve your LIFE goals.As one of the Managing Partners at Brix Partners, with my expertise in tax strategies and investing, I help growing businesses reduce their taxes owed gaining more financial freedom using our unique approach to financial planning.Have you found yourself having these feelings:❌Lacking financial knowledge but no trusted professional to guide you?❌Stressed out that your current accountant does not have the right tax strategies for your unique needs?❌Confused on how and where to invest in today's markets?Perhaps you never had the chance to find a trusted professional in the Financial Planning space.Perhaps you are too busy to get the chance to sit down and think about these important aspects of your business that may go overlooked.My team and I at Brix Partners can help you with things like:✔ Setting up a strategy to help you achieve financial freedom on your terms.✔ Pay less in taxes with appropriate tax strategies for you and your business✔ Gain knowledge for investment portfolio options for you and your businessTo learn more about what we do, please shoot me an email or contact me at the phone number below:✉ eugene@brixpartners.comM: (917) 540-3843 www.brixpartners.comFinancial Planning | Tax Strategies | Investments | InsuranceI am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. member SIPC. www.sipc.org. Brix Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. Domiciled in NY, CA Insurance License #0I81363.
Brix Partners
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Managing PartnerBrix Partners Jan 2022 - PresentNew York, New York, Us➤ WHAT WE DO:It is often easy to blur the lines between your business goals and your personal goals for you and your family. Working with our team at Brix Partners, we are knowledgeable in the strategies you need to put in place to grow, protect, and evolve your business and in personal financial planning, and can help you be successful on both fronts.➤ HOW WE DO IT:Our team reviews your current holdings and how they are allocated across the various types of accounts available to you. We develop a strategy to position you to better manage the impact of taxes on your long-term financial plan.Here are some of the areas you should address as a business owner:✔ Paying less in taxes for your unique business✔ Investing money more easily for future events like retirement and more✔ Grow your net worth for your financial comfort today as well as future generations. ➤ WHAT MAKES US DIFFERENT:We take the time to really understand you – your current financial situation, your time horizons, your plans for your future and the future of the people and things you love.We take that knowledge and develop guidance that solves problems, capitalizes on opportunities, and prepares you for a long and happy life.✔ Want To Learn More?:✉ eugene@brixpartners.comwww.brixpartners.comFinancial Planning | Tax Strategies | Investments | Insurance
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Financial Planner | Investment Advisor RepresentativeBarnum Financial Group Jan 2018 - PresentShelton, Connecticut, Us -
Financial AdvisorNorthwestern Mutual Dec 2013 - Jan 2018Milwaukee, Wi, Us -
AnalystTraxis Partners May 2013 - Nov 2013Traxis Partners LP is an employee owned hedge fund sponsor. The firm provides its services to high net worth individuals, pooled investment vehicles, charitable organizations, corporations, and pension and profit sharing plans. It also manages client focused portfolios. The firm invests in the public equity and fixed income markets across the globe. It typically invests in value stocks of companies. The firm employs a combination of fundamental and quantitative analysis to make its investments. It uses a combination of internal and external research to make its investments. The firm was founded in 2003 and is based in Greenwich, Connecticut. Traxis Partners LP operates as a subsidiary of Traxis Management Holdings LP. -
AnalystTraxis Partners Sep 2012 - Nov 2012
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Medical Technology Equity Research AssociateStifel Financial Corp. Feb 2010 - Feb 2012St. Louis, Mo, Us -
Research Associate / Jr. AnalystSivik Global Healthcare Apr 2007 - Dec 2008Long/Short Healthcare Hedge Fund, investment management. Generated millions of dollars in profits for the firm through my investment recommendations, both long and short, inside and outside of my sub-specialization in the animal health niche Performed valuation analyses using discounted cash flow, comparable peer group, sum-of-the-parts, and precedent transactions models Researched and built financial models utilizing key business drivers after conducting detailed financial statement analysis Interviewed company management teams through one-on-one meetings at investor events and conference calls Created proprietary research through conversations with doctors, customers, competitors and distributors Analyzed and recommended investment opportunities in publicly-traded companies, supporting two senior analysts:1. Healthcare Services: Managed care, hospitals, distributors, seniors facilities, retail pharmacies, pharmacy benefit managers (PBMs), healthcare information technology (HCIT), life sciences instrumentation and consumables, contract research organization (CROs), dialysis providers and reference laboratories2. Medical Technology: Orthopedics, cardiology, diagnostics, plasma, ophthalmology, hospital supplies and aesthetics
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Investment Banking AnalystCowen And Company Dec 2003 - Jun 2006New York, Ny, UsHealthcare Investment Banking. Completed 18 transactions, including 16 financings raising over $1 billion (IPOs, Secondary offerings, PIPEs, Registered Directs, Private Placements, Convertible Bonds) and two M&A deals for $114 million of transaction consideration Performed valuations utilizing precedent transactions, comparable companies and discounted cash flow (DCF) analyses Participated in buy-side and sell-side mergers & acquisitions transaction engagements– Prepared pro forma merger models of potential business combinations– Aided in preparation of fairness opinions and prepared Board of Directors presentations Participated in corporate finance transaction engagements– Created private placement memorandums for distribution to potential investors– Conducted due diligence with principal investigators, accountants, business collaboration partners and customers Participated in drafting of U.S. Securities and Exchange Commission (SEC) filings (S-1, S-3, S-4, 424b prospectuses) Shared responsibility for training 18 individuals including associates, analysts, summer associates and analysts -
Financial AnalystBates May 2001 - Aug 2002København Ø, Hovedstaden, Dk -
Web Application DeveloperMarketinginfo.Com Jul 2000 - Feb 2001
Eugene Peysakh, Cepa Education Details
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Uva Mcintire School Of CommerceManagement Information Systems -
John Jay High School
Frequently Asked Questions about Eugene Peysakh, Cepa
What company does Eugene Peysakh, Cepa work for?
Eugene Peysakh, Cepa works for Brix Partners
What is Eugene Peysakh, Cepa's role at the current company?
Eugene Peysakh, Cepa's current role is We provide comprehensive financial planning across multiple disciplines using our unique Wealth Empowerment process. Our goal is to hand control of their finances back to our clients.More Info: BrixPartners.com.
What is Eugene Peysakh, Cepa's email address?
Eugene Peysakh, Cepa's email address is eu****@****mfg.com
What is Eugene Peysakh, Cepa's direct phone number?
Eugene Peysakh, Cepa's direct phone number is +141427*****
What schools did Eugene Peysakh, Cepa attend?
Eugene Peysakh, Cepa attended Uva Mcintire School Of Commerce, John Jay High School.
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