Nolan Menachemson, Cfa, Chsnc, Ea

Nolan Menachemson, Cfa, Chsnc, Ea Email and Phone Number

Financial Adviser @ 1847Financial
Stamford, CT, US
Nolan Menachemson, Cfa, Chsnc, Ea's Location
Stamford, Connecticut, United States, United States
Nolan Menachemson, Cfa, Chsnc, Ea's Contact Details

Nolan Menachemson, Cfa, Chsnc, Ea personal email

n/a
About Nolan Menachemson, Cfa, Chsnc, Ea

I focus on personalized investment portfolios, tax efficient investment strategies and retirement planning. I work extensively with physicians and with individuals with special needs and have personal experience dealing with the issues that these families face. This meaningful work helps these families achieve a stable financial future, and allows them more time to focus on their daily challenges. My other passion is cycling - the back roads of CT and NY State, Alps and Dolomites in Europe and the trails of South Africa. Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. While I appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of me, my services or the performance of your accounts.

Nolan Menachemson, Cfa, Chsnc, Ea's Current Company Details
1847Financial

1847Financial

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Financial Adviser
Stamford, CT, US
Nolan Menachemson, Cfa, Chsnc, Ea Work Experience Details
  • 1847Financial
    Financial Adviser
    1847Financial
    Stamford, Ct, Us
    View
  • American Strategic Advisors
    Financial Advisor
    American Strategic Advisors Dec 2021 - Present
    Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • 1847Financial
    Financial Adviser
    1847Financial Nov 2019 - Present
    Conshohocken, Pa, Us
    Life-based financial guidance and solutions for individuals, families and businesses:Personalized investment portfolios, tax efficient investment strategies and retirement planning* Working extensively with individuals with special needs and have personal experience dealing with the issues that these families face.*LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 161 Washington Street, Suite 700, Conshohocken, PA 19428. Phone: 610-771-1052. 2809711AL_DEC21
    View
  • Prime Financial Services
    Wealth Manager
    Prime Financial Services Feb 2017 - Nov 2019
    At Prime Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We have been providing financial guidance to physicians, hospital groups, corporations and families since 1956.We can help you address:•Investing principles and strategies*•Retirement investing and distribution strategies*•Estate conservation issues•Risk management analysis*LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 210 Park Avenue, Suite 101, Florham Park, NJ 07932, (973) 538-9100. Prime Financial Services is unaffiliated with HTK.
  • Icbc Standard Bank Plc
    Head Of Equity Sales
    Icbc Standard Bank Plc 2011 - 2016
    London, England, Gb
    Built and managed equity team of salesmen and sales traders for banks entry into US market.On-boarded key buy-side accounts, KYC, opened trading lines. Managed a portfolio of 35 accounts including global clients with multiple touch points. Created strategies to develop and expand existing customer votes, trading and revenues.Originated inward and outward corporate roadshows, investor trips, conferences and capital market’s transactions. Supervised team and ensured no regulatory or compliance breaches.
    View
  • Renaissance Capital
    Director
    Renaissance Capital 2010 - 2011
    Nicosia, Cy
    Equity sales coverage of US and Canadian Emerging Market InvestorsIntegrated acquisition of BJM (see below) South African business into Rencap Russia distribution platform
    View
  • Bjm Usa
    Md
    Bjm Usa 2000 - 2010
    Manage NY broker dealer including analysts, salesmen, sales traders and back office. Set and monitor budgets, sales targets, support service and remuneration.Supervise front office for regulatory and compliance. Research analyst and team leader in Industrial and Property sectors. Top rated analyst by South Africa Financial Mail survey of analysts.

Nolan Menachemson, Cfa, Chsnc, Ea Skills

Finra Financial Modeling Capital Markets Investment Banking Emerging Markets Valuation Bloomberg Supervisory Skills Sales Management Investor Relations Financial Analysis Regulatory Compliance Account Management Equities Licensing Financial Markets Equity Research

Nolan Menachemson, Cfa, Chsnc, Ea Education Details

  • University Of The Witwatersrand
    University Of The Witwatersrand
    Masters Property Finance
  • Hyde Park High School, South Africa
    Hyde Park High School, South Africa

Frequently Asked Questions about Nolan Menachemson, Cfa, Chsnc, Ea

What company does Nolan Menachemson, Cfa, Chsnc, Ea work for?

Nolan Menachemson, Cfa, Chsnc, Ea works for 1847financial

What is Nolan Menachemson, Cfa, Chsnc, Ea's role at the current company?

Nolan Menachemson, Cfa, Chsnc, Ea's current role is Financial Adviser.

What is Nolan Menachemson, Cfa, Chsnc, Ea's email address?

Nolan Menachemson, Cfa, Chsnc, Ea's email address is no****@****ank.com

What schools did Nolan Menachemson, Cfa, Chsnc, Ea attend?

Nolan Menachemson, Cfa, Chsnc, Ea attended University Of The Witwatersrand, Hyde Park High School, South Africa.

What skills is Nolan Menachemson, Cfa, Chsnc, Ea known for?

Nolan Menachemson, Cfa, Chsnc, Ea has skills like Finra, Financial Modeling, Capital Markets, Investment Banking, Emerging Markets, Valuation, Bloomberg, Supervisory Skills, Sales Management, Investor Relations, Financial Analysis, Regulatory Compliance.

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