Steven B Feit

Private Wealth Management, Corporate Cash Management, Corporate Retirement,Managing Director and Partner

Since 2012, Steven B Feit has been working in Treasury Partners located 4, 4. This professional is a qualified Private Wealth Management, Corporate Cash Management, Corporate Retirement,Managing Director and Partner with over 31 years of work experience. According to Steven's CV and work profile, Steven has worked at more than six places with numerous backgrounds and gained different skills. Steven attended school at the Boston University from 2019 to 2019. Steven B Feit has the following certificates: Series 7, Series 8, Series 63, Series 65, and Insurance Licensed. Steven B Feit can be found in New York, New York – where this expert is currently located. You can contact with Steven by searching for phone or email address or get full information by requesting access to Steven B Feit's details.
Name variants:
Stephen Feit
Last updated Jun 17, 2024

Contact Information

Last Update
Jun 22, 2022
Email
sf**@treasurypartners.com
Location
New York, NY

Workplace

Treasury Partners
Private Wealth Management, Corporate Cash Management, Corporate Retirement,Managing Director and Partner

New York, NY

Industry

Investment Management

Work History

Private Wealth Management, Corporate Cash Management, Corporate Retirement,Managing Director and Partner

New York, NY
TREASURY PARTNERS delivers conservative wealth management services to private investors, foundations and endowments, and comprehensive cash management services to corporations. Institutiona...
from Jan 1, 2012

Managing Director and Complex Director Private Wealth Management Services

Ubs
Private Wealth Management, Private Wealth Services and Investment Advice.
2000 — 2012

Senior Vice President and Branch Manager Private Wealth Management

Private Wealth Management, Private Wealth Services and Investment Advice.
1999 — 2000

Managing Director and Branch Manager Private Wealth Management Services

85 Broad St, New York, NY 10004
Private Wealth Management, Private Wealth Services and Investment Advice.
1983 — 1999

Financial Advisor, Private Wealth Management, Private Wealth Services and Investment Advice

New York, NY
Private Wealth Management, Private Wealth Services and Investment Advice.
1982 — 1983

Financial Advisor, Private Wealth Management, Private Wealth Services and Investment Advice

Private Wealth Management, Private Wealth Services and Investment Advice.
1981 — 1982

Education

2019 — 2019
1979 — 1981

Occupations

Executive
Chief Executive Officer
Partner
Counselor
Director
Corporate Executive
Chief Executive
Advisor
Operations Manager

Skills

Alternative Assets
Manager Selection
Asset Managment
Portfolio Management
Equities
Financial Analysis
Hedge Funds
Financial Modeling
Fixed Income
Risk Management
Strategic Planning
Wealth Management
Alternative Investments
Asset Allocation
Mutual Funds
Due Diligence
Trading
Corporate Finance
Strategic Financial Planning
Research
Investment Banking
Investment Advisory
Analysis
Equity Research
Marketing Strategy
Financial Markets
Finra
Wealth Management Services
Asset Management
Investments
Securities
Login