
Treasury Partners
About
Treasury Partners is a team of 29 investment professionals who deliver a broad array of conservative wealth and cash management services to private clients, family offices, foundations, endowments, and corporations. Services also include an online Money Market Portal and retirement plan consulting. Treasury Partners operates on a fully transparent, open architecture platform. Richard Saperstein, Treasury Partners Chief Investment Officer, is widely acknowledged for his financial expertise, and has ranked in the top tier on Barron’s annual listing of “Top 100 Financial Advisors” every year since the rankings began in 2004. Treasury Partners is registered with HighTower Securities, LLC, member FINRA, MSRB and SIPC & HighTower Advisors, LLC a registered investment advisor the SEC.
US
New York, New York
10017
Privately Held
37
Financial Services
Private Wealth Management; Corporate Cash Management; Money Market Portal; 401(k) Plan Consulting; Financial Planning; Investment Management; Tax Aware Investment Management; Federally Insured Cash Accounts (FICA); Trust and Estate Planning; Family Office Services; Liquidity Event Planning; Retirement Planning; Environmental, Social, and Governance Investing Considerations; Foundation and Endowment Advisory Services; Philanthropic Advisory Services; High Net Worth Wealth Management
Top Decision Makers · 4
Senior Associate
Andrew Dorman
United States
******@***.com
Phone
(**) *** ****
Senior Associate
Owen G.
United States
******@***.com
Phone
(**) *** ****
Senior Director
Arielle Koganski, CFP®, RICP
United States
******@***.com
Phone
(**) *** ****
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