With work experience over 22 years, this professional is currently working at Treasury Partners based in 4 as a Chief Investment Officer and Senior Portfolio Manager. Richard received his education from 1984 to 1988 at the Nyu Stern School of Business. this professional speaks fluently two languages: English and Italian. This expert lives in Interlaken, New York. To contact Richard, you can look for their phone or email or find exhaustive info by requesting access to the professional's further details on this webpage.
Name variants:
Dick Saperstein,
Rick Saperstein,
Ricky Saperstein,
Rich Saperstein,
Richie Saperstein
Last updated Jun 14, 2024
Contact Information
Last Update
Jul 10, 2022
Email
rs**@treasurypartners.net, rs**@treasurypartners.com
Location
Interlaken, NY
Company
Workplace
Chief Investment Officer and Senior Portfolio Manager
New York, NY
Industry
Investment Management
Colleagues
Work History
Chief Investment Officer and Senior Portfolio Manager
New York, NY
Mr. Saperstein has more than 30 years experience on Wall Street. He is widely acknowledged for his investment acumen, and has ranked in the top tier on Barron’s annual survey of “America’s T...
from May 1, 2009
Senior Managing Director | Private Wealth Management and Treasury Management
270 Park Ave, New York, NY 10010
Managed a highly successful team of financial advisors providing private wealth management and corporate cash management and treasury services.
Private Wealth Management
Corporate Cash Ma...
May 2003 — May 2009
Managing Director - Investments | Private Wealth Management
85 Broad St, New York, NY 10004
Directed a financial advisory team on all phases of private wealth management and money market management.
Private Wealth Management
Corporate Cash Management
Asset Allocation Planning
...
May 1, 1987 — May 1, 2003
Education
1984 — 1988
1977 — 1981
Occupations
Executive
Chief Investment Officer
Financial Broker
Portfolio Manager
Scientist
Economist
Counselor
Chief Executive Officer
Management Analysts
Investment Analyst
Financial Analyst
Advisor
Corporate Executive
Chief Executive
Skills
Private Wealth Management
Corporate Cash Management
Wealth Management Services
Offshore Funds
Investment Compliance
Compliance Monitoring
Cash Management
Asset Allocation
Fixed Income
Equities
Investment Strategies
Etfs
Asset Managment
Portfolio Management
Financial Modeling
Corporate Finance
Risk Management
Capital Markets
Wealth Management
Due Diligence
Financial Analysis
Strategic Financial Planning
Alternative Investments
Financial Markets
Financial Reporting
Securities
Derivatives
Asset Management
Finra
Estate Planning
Investment Advisory
Portfolio Optimization
Portfolio Performance Analysis
Retirement Plan Consulting
Treasury Management
Cash
Treasury Services
Multi Generational Wealth Transfer
Intergenerational Wealth Transfer
Venture Capital
Enterprise Risk Management
Market Risk
Fixed Income Strategies
Stock Trading
Money Market Funds
Money Management
Bond Markets
High Yield Bonds
Convertible Bonds
Government Bonds