Cross Border Wealth Information
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Cross Border Wealth
Summary
Cross Border Wealth is a U.S.-based global investment advisory firm specializing in cross-border financial planning for U.S.-connected global individuals. Headquartered in New York, with offices acros...Show more
Organization Website | crossborder-wealth.com |
Social Links |    |
Industries | |
Headquarters Location | 12 E 49th St, New York, 10017 US |
Employees Size | 10-50 employees |
Specialties | Cross-Border Financial Planning, SEC-Registered Fiduciary, FATCA & FBAR Compliance, PFIC Risk Mitigation, UK-U.S. Pension Integration, SIPP & QROPS Rollovers, U.S. Citizens & Green Card Holders Abroad, Foreign Nationals with U.S. Assets Abroad, Overseas Wealth Management, Jurisdictional Risk Management |
Founded | 2017 |
Employees Turnover 1 quarter 2026
Length of Employment
Employee tenure at Cross Border Wealth shows a diverse range of experience levels:
8% have been with the company for less than 1 year17% for 1–2 years17% for 3–4 years42% for 5–7 years17% for 8–10 yearsDiscover More
Contact top employees from
Cross Border Wealth
Aris Marquez
Head of Marketing
Andrew McKay
Financial Advisor
Aristotle Onassis Gatmaitan
Client Services Associate
Eric Glassbrenner
Senior Investment Advisor
Andoni Yturralde
Managing Partner & Accredited Investment Fiduciary®
Fabrice Mercier
Managing Partner
Skot Jones
International Investment Advisor
Lynyrd Salita
Systems Administrator
Arden Santos
Client Services Manager
Richard Rebong
International Investment Associate
Mark Urbano
Client Services Associate - US Pensions
Francis Ian Delector
Senior Associate Advisor
Angela Castillo
Client Services Associate
Andrew Scibetta
International Financial Advisor
Annloise Paula
Art Director
Hedel Turallo
Client Services
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FAQ
Cross Border Wealth operates in the Finance industries. More details can be found on the official website: crossborder-wealth.com.
The headquarters of Cross Border Wealth are located in New York, United States.
Cross Border Wealth currently employs 10-50 people.
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