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 Service Provider Directory
SEARCH RESULTS: 24 Wealth Management
Lenox Advisors, Inc.
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Tom Carstens
Partner
530 5th Avenue
11th Floor
New York NY 10036 USA
212-536-8700
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Specialty: With a long history of having hedge funds as clients, Lenox Advisors has developed a unique niche within that industry. Whether its designing cutting-edge benefits packages, establishing customized Executive Carve-Out Programs or installing non-qualified Deferred Compensation plans, hedge funds look to Lenox across the spectrum of corporate services. On the personal front, senior executives and PMs at hedge funds also hire Lenox to be their personal CFO. The Lenox CFO™, the firms proprietary platform for streamlining the financial planning process, enables Lenox to coordinate those clients financial affairs, eliminating the need for multiple advisors.
Email: Click here
Wealth Management/Offshore US & North America
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The Lipper HedgeWorld Expo 2006 Fund Services Expo was a success. We thank our sponsors and attendees for their participation.
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VP Bank (BVI) Limited
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Peter Reichenstein
3076 Sir Francis Drake's Highway
PO Box 3463
Road Town, Tortola British Virgin Islands
(284) 494-1100
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Specialty: Private Bank and Trust Group based in Europe, but with a full Bank, Trust and Mutual Fund Administrator License in the BVI. Parent Bank, Verwaltungs-und Privat Bank AG, established in 1956, is listed on the Zurich SE; parent Trust Company, Allgeimeines Treuunternehmen established in 1929. Services include establishment and administration of hedge funds, paying bank and custodian services, investor services into hedge funds. Please visit our web sites at www.vpbankbvi.com and www.atubvi.com
Email: Click here
Wealth Management/Offshore
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Affinity Wealth Mgmt Gregory J. Griffiths CEO
Sydney NA +61293750109
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Ascent Wealth Advisors Walter de Milly Managing Member
Key West FL (305)517-7761
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Blue Marble Capital Management Limited Trevor Giles Managing Director
Nelson BC 250-825-4430
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CCEO Capital Management Daniel Bruno CEO
Grand Cayman NA +81 505 809 7973
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CIBC Oppenheimer Andrew A. Garcia
New York NY (212) 667-4117
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Financial Resource Network Mark van Gelderen Manager
Jerusalem NA +972 2622 3065, or USA: (631) 415 0139
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Huntington Investments David Huntington Pesident
Laguna Beach CA 949.973.2605
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Merrill Lynch Eve Ellis Certified Financial Planner
New York NY 212-415-8171
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Merrill Lynch Michael G. Lockhart Senior Vice President CIMA, CFM
Smithtown NY 631-361-3206 or 866-260-6253
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Mount Yale Investment Consulting Group Peter KIRN Associate Director
Denver CO (303) 382-2857
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PAINT Management Co. (Cayman) Chris Ainsworth
George Town (345) 946-2487
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Quant Trading, LLC Dejan Trajkovski Managing Member
Bitola, Macedonia NA 13474873216
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Raymond James Financial Serv. Bill Kaufman
Woodmere NY 800-878-3312
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RGM Enterprises LLC Linda Livolsi
Las Vegas NV 1-877-316-3955
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Royal Berg Gary Berg
Princeton NJ 609-243-9795
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Scottish Annuity & Life Steven A. Helland
Hamilton 441-295-1227
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Spruce Private Investors, LLC John C. Bailey
Darien CT (203) 656-8401
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Taipan Wealth Advisors Krista Ward
Minneapolis MN 763-862-3556
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