Cross Border Wealth Overview
Contact top employees from
Cross Border Wealth
Summary
We are overseas wealth management specialists. Cross Border Wealth is a US-based investment advisory firm that provides specialized cross-border wealth management solutions for US-connected individual...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Expatriates in the USA, Americans Overseas, Foreign Nationals, Non-Resident Aliens, UK Pensions, US Pensions, International Pension Solutions, Cross Border Financial Planning
Founded
2017
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from
Cross Border Wealth
Eric Glassbrenner
Senior Investment Advisor
Andoni Yturralde
Managing Partner & Accredited Investment Fiduciary®
Fabrice Mercier
Managing Partner
Lynyrd Salita
Systems Administrator
Arden Santos
Client Services Manager
Richard Rebong
International Investment Associate
Mark Urbano
Client Services Associate - US Pensions
Nick Netzer
International Financial Advisor
Francis Ian Delector
Senior Associate Advisor
Angela Castillo
Client Services Associate
Andrew Scibetta
International Financial Advisor
Annloise Paula
Art Director
Aris Marquez
Head of Marketing
Hedel Turallo
Client Services
Andrew McKay
Financial Advisor
Lynyrd Salita
System Administrator
