Traust Sollus Wealth Management

Description

Address: 103 Carnegie Center #205, Princeton, NJ 08540 Hours: Closed ⋅ Opens 8AM Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (609) 779-6700: : Website: Category: : : Place name: : : Website: http://www.tswealth.com/ Category: Financial consultant 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. 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 Traust Sollus Posting publicly on the Web Write a review Reviews 2 Google reviews

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Traust Sollus Wealth Management Employees

Employee
Years
Job
Industry
Andrew Putterman Andrew Putterman Washington D.C. Metro Area Details
Andrew Putterman's Traust Sollus Wealth Management Experience January 2014 - Present
Job Key Strategic Advisor to Wealth Management Firms & Investor in Innovative Financial Technologies
Industry Financial Services
Experience
1812 Park, LLC   February 2014 - Present
Advizr   April 2015 - Present
B+ Institutional Services, LLC   June 2014 - Present
WBI  June 2014 - Present
The Princeton Private Equity Fund   October 2014 - Present
Waldron Wealth Management   April 2014 - Present
AdvicePeriod   January 2014 - Present
Lexington Wealth Management  December 2014 - Present
Traust Sollus Wealth Management   January 2014 - Present
Next Capital Management LLC  April 2014 - Present

Skills
Wealth Management, Investment Advisory, Investments, Investment Management, Portfolio Management, High Net Worth..., TAMP, Private Equity, Financial Advisory, Alternative Investments, Hedge Funds, Wealth, Investment Strategies, Due Diligence, Equities, Wealth Management..., Financial Planners, Mergers & Acquisitions, Securities, Business Planning, Consulting, Executive Management

Education
State University of New York at Binghamton   1978 — 1981
Bac, BS Accounting

Georgetown University

Gregory M. Healy Gregory M. Healy New York, New York Details
Gregory M. Healy's Traust Sollus Wealth Management Experience June 2007 - August 2014
Job Relationship Manager, Wealth Advisory at Glenmede
Industry Investment Management
Experience
Glenmede Trust Company  September 2014 - Present
Mythic Bridge   January 2015 - Present
Traust Sollus Wealth Management   June 2007 - August 2014
Starbucks Coffee Company  October 1997 - June 2007

Skills
Financial Planning, Tax Preparation, Registered Investment..., Portfolio Management, Insurance Planning, Wealth Management, Business Analysis, Tax Planning, Business Management, Comprehensive Wealth..., Series 65, Personal Financial..., Retirement Planning, Financial Analysis, Investments, Strategic Financial..., Investment Advisory, Financial Planners, Tax, Estate Planning, Financial Advisory, High Net Worth..., Management, Insurance, Wealth, Investment Management, Mutual Funds, Wealth Management..., Retirement, Finance, Investment Strategies, Asset Allocation, Asset Management, Financial Risk, 401k, Financial Services, Fixed Annuities, Alternative Investments, Equities, Hedge Funds, Personal Finance, Life Insurance, Bonds, Disability Insurance, Fixed Income, Long Term Care Insurance, Long-term Care, Private Banking

Education
Rutgers, The State University of New Jersey-New Brunswick   2004 — 2008
Bachelor of Science, Finance, Political Science

Charles Todd McConnell Charles Todd McConnell Greater New York City Area Details
Charles Todd McConnell's Traust Sollus Wealth Management Experience September 2014 - Present
Job Business Development at Traust Sollus Wealth Management
Industry Financial Services
Experience
Traust Sollus Wealth Management   September 2014 - Present
Peller Wealth Management   August 2012 - September 2014
10 West Capital   August 2011 - November 2013
MCBD LLC   January 2009 - March 2011
Northwestern Mutual  September 2007 - July 2008
Sandler O'Neill  July 2006 - July 2007
Morgan Stanley  May 2005 - August 2005

Skills
Finance, Financial Modeling, Securities, Equities, Sales, Alternative Investments, Microsoft Excel, Private Equity, Portfolio Management, Real Estate, Risk Management, Management, Wealth Management, Venture Capital, Investments, Business Development, Mutual Funds, Bloomberg, Asset Management, Financial Analysis, Hedge Funds, Series 63, Salesforce.com, Financial Planning

Education
Gettysburg College   2002 — 2006
Business, Management

Morristown Beard School   1998 — 2002

Harding Township

Anna K. Curry, CFP® Anna K. Curry, CFP® Charlotte, North Carolina Details
Anna K. Curry, CFP®'s Traust Sollus Wealth Management Experience February 2011 - December 2011
Job LPL Financial
Industry Financial Services
Experience
Foundation Source  May 2012 - July 2013
Traust Sollus Wealth Management   February 2011 - December 2011
Wilmington Trust Company  August 2006 - August 2010
Merrill Lynch  October 2003 - April 2006
Capgemini  1999 - 2003

Skills
Wealth Management, Financial Planning, Investment Advisory, Estate Planning

Education
Duke University   1995 — 1999
BA

Henry Morneault Henry Morneault Greater New York City Area Details
Henry Morneault's Traust Sollus Wealth Management Experience November 2009 - December 2010
Job President of TransBridge Consulting LLC
Industry Management Consulting
Experience
TransBridge Consulting LLC   December 2010 - Present
Traust Sollus Wealth Management   November 2009 - December 2010
Manchester Capital Management  January 2007 - December 2009
Fortigent  July 2005 - July 2006
Riggs Bank  April 2001 - May 2005
Bank Boston  November 1998 - April 2001
Allbritton Communications  January 1992 - November 1998
Chemical Bank  June 1979 - December 1991

Skills
Wealth Management, Asset Managment, Asset Allocation, Investment Advisory, Alternative Investments, Mutual Funds, Private Banking, Investment Management, Asset Management, Investments, Financial Services, Hedge Funds, Finance, Portfolio Management, Financial Advisory, Wealth

Education
Babson College   1972 — 1973
MBA, Management

Boston College   1968 — 1972
BS, Business

Richard Weyers Richard Weyers Greater New York City Area Details
Richard Weyers's Traust Sollus Wealth Management Experience August 2011 - Present
Job Chief Operating Officer & Chief Compliance Officer at Traust Sollus Wealth Management, LLC
Industry Financial Services
Experience
Traust Sollus Wealth Management   August 2011 - Present
Legg Mason Private Portfolio Group, LLC   August 2008 - July 2011
Geller & Company  August 2007 - February 2008
Nemco Brokerage  April 2006 - July 2007
Victory Capital Management  February 1994 - November 2005

Skills
Wealth Management, Strategic Planning, Due Diligence, Investments, Project Management, Strategic Financial..., Portfolio Management, Leadership, Financial Modeling, Forecasting, Management, Insurance, Mergers & Acquisitions, Financial Services, Investment Advisory, CRM, Alternative Investments, Hedge Funds, Mutual Funds, New Business Development, Equities, Securities, Finance, Investment Management, Fixed Income, Asset Management, Asset Allocation, Capital Markets, Series 7, Fund Of Funds, Trading, Series 63, Financial Markets, Private Equity, Investment Strategies

Education
New York University - Leonard N. Stern School of Business   1996 — 1999
Master of Business Administration, Finance and Financial Management Services

Fairleigh Dickinson University

John Silletto John Silletto Greater New York City Area Details
John Silletto's Traust Sollus Wealth Management Experience February 2008 - Present
Job Chief Investment Officer at Traust Sollus Wealth Management
Industry Investment Management
Experience
Traust Sollus Wealth Management   February 2008 - Present
Signal Capital Management   April 1996 - February 2007

Skills
Investment Advisory, Insurance, Wealth Management, Estate Planning, Investments, Wealth Management..., Wealth, Financial Planners, Financial Advisory, Asset Allocation, High Net Worth..., Alternative Investments, Strategic Financial..., Asset Management, Mutual Funds, Investment Strategies, Investment Management, Equities, Hedge Funds, ETFs

Education
Indiana University Bloomington
BS, Finance/Economics

Allison Moriarty Allison Moriarty Cresco, Pennsylvania Details
Allison Moriarty's Traust Sollus Wealth Management Experience April 2003 - Present
Job Portfolio Administrator at Traust Sollus Wealth Management
Industry Financial Services
Experience
Traust Sollus Wealth Management   April 2003 - Present
ESSA Bank & Trust  November 1999 - February 2005

Skills
Wealth Management, Estate Planning, Mutual Funds, Fixed Income, Equities, Securities, Portfolio Management, Asset Allocation, Hedge Funds, Alternative Investments, Investment Strategies, Bonds, Investment Management, Uniform Combined State..., Financial Planning, Investments, ETFs

Education
Northampton Community College   1997 — 1999
Associates, Office Adminsitration

Pocono Mountain High School   1991 — 1993
High School Diploma

Gregg Munn Gregg Munn Pennington, New Jersey Details
Gregg Munn's Traust Sollus Wealth Management Experience 2011 - December 2013
Job Certified Public Accountant at The GM CPA Group
Industry Accounting
Experience
The GM CPA Group   2014 - Present
Integrated Construction, LLC   January 2014 - 2014
Traust Sollus Wealth Management   2011 - December 2013
NCC Business Services  February 2010 - 2011

Skills
Microsoft Excel, Budgets, Microsoft Office, Bloomberg, PowerPoint, Microsoft Word, Strategic Financial..., Strategic Planning, Customer Service, Asset Management, Investments, Wealth Management, New Business Development, Credit, Risk Management, Portfolio Management, Financial Services, Call Centers, Market Research

Education
University of North Florida   2010 — 2011
Masters, Accounting

Florida State University - College of Business   2005 — 2008
Bachelors, Accounting, Finance

Brian Picariello, CPA/PFS, CFA Brian Picariello, CPA/PFS, CFA Greater New York City Area Details
Brian Picariello, CPA/PFS, CFA's Traust Sollus Wealth Management Experience October 2002 - Present
Job Executive Vice President, Traust Sollus Wealth Management, LLC
Industry Financial Services
Experience
Traust Sollus Wealth Management   October 2002 - Present
Merrill Lynch  September 1999 - September 2002
Arthur Andersen  July 1995 - August 1999

Skills
Strategic Financial..., Wealth Management, Retirement Planning, Series 7, Tax, Cash Flow, Investments, Financial Planners, Investment Advisory, Financial Advisory, Asset Management, Personal Finance, Estate Planning, Alternative Investments, Insurance, Wealth Management..., Finance, Retirement, Financial Risk, Portfolio Management, Asset Allocation, Mutual Funds, Investment Strategies, Wealth, Income Tax, High Net Worth..., Investment Management, Small Business, Financial Services, Fixed Annuities, 401k, Pensions, Securities, Hedge Funds, Equities, FINRA, Series 63, Life Insurance, CPA, Bonds, Long-term Care, Tax Preparation, Disability Insurance, Trust Services, Retirement Plan..., Fixed Income, Estate Tax Planning, Trusts, Term Life Insurance, Series 24

Education
Rutgers Business School   2000 — 2002
MBA, Finance

Albright College   1991 — 1995
BS, Accounting

Woodbridge High School   1987 — 1991

Claudia DeSantis Claudia DeSantis Trenton, New Jersey Details
Claudia DeSantis's Traust Sollus Wealth Management Experience February 2010 - September 2010
Job Accounting Specialist at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  July 2011 - Present
Traust Sollus Wealth Management   February 2010 - September 2010

Education
Rutgers University-New Brunswick   2007 — 2011
Bachelor of Science, Finance

Adriana Sibrizzi Adriana Sibrizzi Greater New York City Area Details
Adriana Sibrizzi's Traust Sollus Wealth Management Experience December 2014 - Present
Job Staff Accountant at Traust Sollus CPA's, LLC
Industry Higher Education
Experience
Traust Sollus Wealth Management   December 2014 - Present
SUNY Plattsburgh  August 2009 - May 2014
Barnum Financial Group, an Office of MetLife  July 2013 - August 2013
AARP  January 2013 - March 2013
Service Directions Inc.   May 2012 - August 2012

Skills
Accounting, QuickBooks, PowerPoint, Microsoft Word, Microsoft Excel, Time Management, Teamwork

Education
SUNY Plattsburgh   2009 — 2014
Bachelor's degree, Accounting

Somers High School   2005 — 2009
Advanced Regents Diploma