

Purshe Kaplan Sterling Investments (PKS) Information
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Purshe Kaplan Sterling Investments (P...
Summary
Purshe Kaplan Sterling Investments (PKS) is a private company that has been in the industry for 32 years. The company currently specializes in the Financial Services area. The position of the CEO is occupied by Peter J. Purcell. Its headquarters is located at Albany, New York, USA. The number of employees ranges from 25 to 100. The annual revenue of Purshe Kaplan Sterling Investments (PKS) varies between 5.0M and 25M. Total funding of the company - $1M. To connect with Purshe Kaplan Sterling Investments (PKS) employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
1000-5000 employees
SIC Code
6199
DMA Code
Capital District
Founded
1993
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Subsidiary
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Organization Website
Phone Number
+1 800 801 6851
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at Purshe Kaplan Sterling Investments (PKS) shows a diverse range of experience levels:
4% have been with the company for less than 1 year21% for 1–2 years15% for 3–4 years13% for 5–7 years4% for 8–10 years43% have over 11 years of service at Purshe Kaplan Sterling Investments (PKS)Ex-employees positions
In Company
In New Company
Contact top employees from
Purshe Kaplan Sterling Investments (P...
David Connors
Financial Advisor
Collin Price
Assistant Controller
Stephanie Ethe
Financial Advisor
Charlene Dodge
Information Technology Help Desk Support
Alexandra McDowall
Senior Compliance Officer
Louis Walsh
Director of Licensing & Contracting
Terry Baehner
Operations
Andre Correa
Senior Network Engineer
Stuart Reff
Senior Compliance Officer
Peter Kvam
Chief Compliance Officer
Andrew Ferraro
Regional Supervisor Branch Controls
Sarah Corbett
Administrative Assistant
Ryan Denisoff
Compliance Associate
Timothy Grey
Information Security Officer
Garret Quillen
Registered Representative
Ed Pirrone
IT Administration Support/Cyber Security
Brandon Barba
Regional Supervisor
Myles Birrittella
Securities Principal
Fran Harrison
Registered Investment Advisor
William Miller
CERTIFIED FINANCIAL PLANNER™ Professional with Purshe Kaplan Sterling Investments
Jarrid Wilkinson
Transition Consultant
Dave Valentino
Helpdesk Level II
Samantha Miller
System Support Administrator
Linda Petersen
Registered Sales Assistant
Ryan Barnett
Director of Trading
Colleen Maron
Regional Supervisor
Matthew Shannon
Senior Compliance Officer
Frank Dyer
Director of Relationship Management
Daniel ONeill
Sr. VP - Director of Transition Services