Traust Sollus Wealth Management
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
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
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
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
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
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
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
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
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
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
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
Prudential Financial July 2011 - Present
Traust Sollus Wealth Management February 2010 - September 2010
Education
Rutgers University-New Brunswick 2007 — 2011
Bachelor of Science, Finance
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