Cantor Fitzgerald Wealth Partners
Industry: Company
DescriptionParent organization: Cantor Fitzgerald Subsidiaries: Capital Planning Advisory Group, FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportCantor Fitzgerald Wealth Partners, LLCWebsiteDirections Saved (0) Saved Save 1 Google review Financial planner in New York City, New York Address: 110 E 59th St, New York, NY 10022 Phone: (212) 938-5000Category: : : Hours: Place name: : : : Website: : Website: http://www.cantor.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cantor Fitzgerald Wealth Partners, LLC Posting publicly on the Web Write a review Reviews 1 Google review
Cantor Fitzgerald Wealth Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cantor Fitzgerald Wealth Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cantor Fitzgerald Wealth Partners Employees
Cantor Fitzgerald Wealth Partners October 2014 - August 2015
JP Morgan Private Bank April 2006 - October 2014
JP Morgan Private Bank October 1999 - April 2006
Northern Trust Bank of Florida November 1996 - October 1999
Jefferson Pilot Life Insurance, Inc. October 1993 - November 1996
North Carolina Trust Company August 1990 - October 1993
First Citizens Bank August 1988 - August 1990
US Army April 1980 - April 1986
Skills
Investments, Hedge Funds, Equity Trading, Investment Banking, Alternative Investments, High Net Worth..., Risk Management, Equities, Asset Management, Portfolio Management, Asset Allocation, Management, Investment Strategies, Private Equity, Securities, Capital Markets, Wealth Management, Finance, Mutual Funds, Fixed Income, Financial Analysis, Financial Modeling
Education
University of North Carolina at Greensboro 1991 — 1995
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Greensboro 1986 — 1988
Bachelor of Science (B.S.), Economics & Finance
Cantor Fitzgerald Wealth Partners June 2015 - Present
O2 Inc. January 2013 - Present
Cantor Fitzgerald Wealth Partners June 2014 - August 2014
Beitler Trucking May 2013 - July 2013
Labriola's Italian Market 2009 - 2011
Skills
Financial Accounting, Cost Accounting, Financial Analysis, Financial Planning, Microsoft Office, Time Management, Leadership, Public Speaking, Strategic Planning, Teamwork, Management, Finance, Customer Service, Social Networking, Social Media, Marketing, Social Media Marketing, Facebook, Microsoft Word, Microsoft Excel, Event Planning, Research, Team Leadership, Sales, Budgets, Communication, Public Relations, Accounting, PowerPoint
Education
Duquesne University Palumbo Donahue School of Business 2015 — 2017
Master of Business Administration (MBA), Finance and Financial Management Services
Gannon University 2011 — 2015
Bachelor of Science (BS), Accounting
Cantor Fitzgerald Wealth Partners April 2014 - Present
Serhus Capital Management February 2012 - March 2014
Attalus Capital 2006 - 2011
Julius Baer Investment Management 2001 - 2005
Alpha Investment Management 1998 - 2001
JP Morgan 1989 - 1995
Skills
Portfolio Management, Hedge Funds, Investments, Alternative Investments, Risk Management, Fund Of Funds, Trading, Fixed Income, Equities, Asset Allocation, Asset Management, Investment Strategies, Bloomberg, Derivatives, Investment Management, Institutional..., Structured Products, Equity Derivatives, Equity Research, ETFs, CRM, Management, Private Equity, Emerging Markets, Securities, Leadership, Bonds, Global Macro, Investment Banking, Financial Markets, High Yield, Options, Mutual Funds, Capital Markets, Wealth Management
Education
University of Florida - Warrington College Of Business 1985 — 1987
MBA, Finance
University of Florida 1981 — 1985
Bachelor of Science (BS), Management
Cantor Fitzgerald Wealth Partners September 2014 - Present
Cantor Fitzgerald June 2013 - August 2013
The Office of US Senator Ron Wyden January 2013 - April 2013
Scoggin Capital Management, LP II June 2012 - August 2012
Run To Honor June 2011 - August 2011
Global Security Institute June 2010 - July 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Research, Microsoft Word, Public Speaking, Management, Data Analysis, Analysis
Education
Haverford College 2010 — 2014
Bachelor's Degree, Political Science
Cantor Fitzgerald Wealth Partners June 2014 - Present
Merrill Lynch November 2011 - April 2013
Merrill Lynch April 2007 - November 2011
Merrill Lynch February 2006 - April 2007
Merrill Lynch February 2000 - February 2006
Skills
Managing and leading a..., Leading Organizational..., Recruiting, hiring and..., Leading..., Leadership Development, Leading multi-faceted..., Mentoring, Strategic Partnerships, Strategic Planning, Series 7, Series 63, Series 65, Series 8, Leadership
Education
University of Pittsburgh 1983 — 1987
BA Economics
MUSIC Matters September 2014 - Present
Cantor Fitzgerald Wealth Partners May 2015 - September 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
University of Michigan 2014 — 2018
Economics, Sophomore
Cantor Fitzgerald Wealth Partners July 2012 - Present
Raritan Valley Community College January 2004 - Present
Prestige Wealth Management Group June 2011 - July 2012
Merrill Lynch January 1980 - December 2010
Skills
Strategic Financial..., Wealth Management, Portfolio Management, Finance, Analysis, Retirement Planning, Financial Planners, Personal Finance, Financial Planning, Asset Allocation, Retirement, Asset Management, Financial Analysis
Education
The American College
Masters, Financial Services
Raritan Valley Community College
West Chester University
B.S. degree, Business Management
Cantor Fitzgerald Wealth Partners
Skills
Investments, Financial Analysis, Management, Portfolio Management, Finance, Risk Management, Equities, Mergers & Acquisitions, Capital Markets, Corporate Finance
Education
Robert Morris University
Master’s Degree, Taxation
American College
Chartered Financial Consultant
College of Financial Planning
Certified Financial Planner
American College
Chartered Life Underwriter
University of Pittsburgh
Bachelor’s Degree, Education
Cantor Fitzgerald Wealth Partners October 2014 - Present
Merrill Lynch March 2013 - October 2014
Merrill Lynch October 1995 - March 2013
Skills
Management, Project Management, Business Planning, Six Sigma, Strategy
Education
Rider University 2001 — 2003
MBA, Management
Richard Stockton College of New Jersey 1991 — 1995
BA, Finance