Thomas J Santucci, Cima®, Aif® Email and Phone Number
Thomas J Santucci, Cima®, Aif® work email
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Thomas J Santucci, Cima®, Aif® personal email
Thomas J Santucci, Cima®, Aif® phone numbers
As a wealth-management advisor and holder of the CIMA designation my experience in the field of financial planning has spanned over 16 years, having handled investment portfolios of various sizes. Designated as a Certified Investment Management Analyst (CIMA) and Accredited Investment Fiduciary (AIF). The CIMA designation represents successful completion of a rigorous academic program conducted in conjunction with the Wharton School of Business, as well as a high level of credibility, integrity and knowledge.Having served as a Financial Advisor with Smith Barney (now Morgan Stanley Wealth Management) then as Vice President of Investments with UBS Financial Services, I specialized in wealth management and retirement planning. Taking a hands-on, personal approach to investment management I work to develop a comprehensive strategy in order to provide the soundest investment decisions based on financial needs of each individual. By striving to connect with my clients on a personal level, it allows me to understand my client’s needs and goals and convert their dreams into actionable plans, helping them to navigate through all stages of their financial lives.
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PresidentGateway Investments LlcGarden City, Ny, Us
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Managing ExecutiveRoyal Alliance Associates Inc Sep 2005 - PresentSupervise and manage financial advisors affiliated with Royal Alliance Associates. -
PresidentGateway Investments Llc Aug 2004 - PresentGarden City, NyI established Gateway Investments in 2004 with the purpose of managing assets for individual investors to small and mid-sized businesses, as well as large corporations, non-profit organizations and family foundations. As a full service financial advisory firm, Gateway Investments is dedicated to assisting clients attain their financial goals through professional and comprehensive investment planning. Gateway is committed to providing excellent service and delivering objective… Show more I established Gateway Investments in 2004 with the purpose of managing assets for individual investors to small and mid-sized businesses, as well as large corporations, non-profit organizations and family foundations. As a full service financial advisory firm, Gateway Investments is dedicated to assisting clients attain their financial goals through professional and comprehensive investment planning. Gateway is committed to providing excellent service and delivering objective, independent and personalized financial advice. Our team of advisors are invested in what matters most – our clients financial security and independence. Show less
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Legislative CounselNew York State Assembly Jan 1986 - Dec 1996 -
Managing PartnerSantucci, Denkberg And Wasserstein Jan 1987 - Sep 1995
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AssociateShaw, Goldman, Licitra, Levine And Weinberg, P.C. Jan 1983 - Feb 1987
Thomas J Santucci, Cima®, Aif® Skills
Thomas J Santucci, Cima®, Aif® Education Details
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Government, Economics
Frequently Asked Questions about Thomas J Santucci, Cima®, Aif®
What company does Thomas J Santucci, Cima®, Aif® work for?
Thomas J Santucci, Cima®, Aif® works for Gateway Investments Llc
What is Thomas J Santucci, Cima®, Aif®'s role at the current company?
Thomas J Santucci, Cima®, Aif®'s current role is President.
What is Thomas J Santucci, Cima®, Aif®'s email address?
Thomas J Santucci, Cima®, Aif®'s email address is ts****@****nce.com
What is Thomas J Santucci, Cima®, Aif®'s direct phone number?
Thomas J Santucci, Cima®, Aif®'s direct phone number is +151624*****
What schools did Thomas J Santucci, Cima®, Aif® attend?
Thomas J Santucci, Cima®, Aif® attended Touro University Jacob D. Fuchsberg Law Center, St. John's University.
What skills is Thomas J Santucci, Cima®, Aif® known for?
Thomas J Santucci, Cima®, Aif® has skills like Assembly Language.
Who are Thomas J Santucci, Cima®, Aif®'s colleagues?
Thomas J Santucci, Cima®, Aif®'s colleagues are Lauren Casagrande, Jim Witter, Tom Mazzara, Michael Morreale, Matthew Crafa, Steven B. Denkberg, Esq., Gregg Reutter.
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