Cantor Fitzgerald Wealth Partners

Industry: Company

Description

Parent 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

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Cantor Fitzgerald Wealth Partners Employees

Employee
Years
Job
Industry
Gregory Walker, CFA Gregory Walker, CFA West Palm Beach, Florida Area Details
Gregory Walker, CFA's Cantor Fitzgerald Wealth Partners Experience October 2014 - August 2015
Job Financial & Investments Leader
Industry Investment Management
Experience
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

Alex Papson Alex Papson Greater Pittsburgh Area Details
Alex Papson's Cantor Fitzgerald Wealth Partners Experience June 2015 - Present
Job Client Service Representative at CFWP / Partner & Marketing Specialist at O2 Inc.
Industry Financial Services
Experience
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

Bob Serhus Bob Serhus Greater New York City Area Details
Bob Serhus's Cantor Fitzgerald Wealth Partners Experience April 2014 - Present
Job Chief Investment Officer at Cantor Fitzgerald Wealth Partners
Industry Investment Management
Experience
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

Zachary Jacobs Zachary Jacobs New York, New York Details
Zachary Jacobs's Cantor Fitzgerald Wealth Partners Experience September 2014 - Present
Job Research Analyst Cantor Fitzgerald Wealth Partners
Industry Financial Services
Experience
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

Scott Hotham Scott Hotham Charlotte, North Carolina Details
Scott Hotham's Cantor Fitzgerald Wealth Partners Experience June 2014 - Present
Job Executive VicePresident and Head of US Private Wealth Management Sales at Cantor Fitzgerald Wealth Partners
Industry Financial Services
Experience
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

Narasimhan Iyengar Narasimhan Iyengar Lansing, Michigan Details
Narasimhan Iyengar's Cantor Fitzgerald Wealth Partners Experience May 2015 - September 2015
Job Student at University of Michigan
Industry
Experience
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

Annie Stiles, CFP, ChFC, CRPC Annie Stiles, CFP, ChFC, CRPC Greater New York City Area Details
Annie Stiles, CFP, ChFC, CRPC's Cantor Fitzgerald Wealth Partners Experience July 2012 - Present
Job Vice President of Financial Planning Cantor Fitzgerald Wealth Partners
Industry Financial Services
Experience
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

Richard R. Applegate Richard R. Applegate Pittsburgh, Pennsylvania Details
Richard R. Applegate's Cantor Fitzgerald Wealth Partners Experience
Job Partner at Cantor Fitzgerald Wealth Partners
Industry Financial Services
Experience
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

Banani Das Banani Das New York, New York Details
Banani Das's Cantor Fitzgerald Wealth Partners Experience October 2014 - Present
Job Managing Director, Head of Operations at Cantor Fitzgerald Wealth Partners
Industry Financial Services
Experience
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

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