Prosperian Wealth Management Information
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Prosperian Wealth Management
Summary
We provide individuals and families with thoughtful, smart and rigorous financial services and wealth management. Our holistic approach, candor and diligence puts your financial world into sharp focus...Show more
Organization Website | prosperianwealth.com |
Social Links |  |
Phone Number | +1-914-288-8987 |
Industries | |
Headquarters Location | 120 Broadway, New York, NY, 10271 US |
Employees Size | 10-50 employees |
Specialties | Trust & Estate, Wealth Planning Coordination, Life Insurance, Disability Income Insurance, Retirement Planning, Wealth Management, Investment Management |
Founded | 2010 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Prosperian Wealth Management shows a diverse range of experience levels:
4% have been with the company for less than 1 year9% for 1–2 years9% for 3–4 years13% for 5–7 years13% for 8–10 years52% have over 11 years of service at Prosperian Wealth ManagementDiscover More
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Prosperian Wealth Management
Giana Imami
Administrative Assistant-Investments
Jason Marsella
Financial Advisor Intern
Jacob Halpern
Associate
Diego Ndikumasabo
Associate
Samuel Pifko
Financial Associate
Chet Schwartz
Partner
Miles Gendron
Financial Representative
Ian Knechtle
Financial Representative, Associate
Matthew McCloskey
Associate
Tyler Wilmot
Financial Advisor
Benjamin Hartman
Associate
Lorenzo Garcia
Client Onboarding Associate
Ben Nichols
Partner, Director of Investments
Katie Koch
Associate
Natalie Brickson
Financial Advisor
Carl LaRosa
Associate
Thomas VanBelle
Financial Advisor
Thomas Garner
Financial Associate
Bryce Gomez
Associate
Emilio Fernandez
Associate
Dylan Peters
Investment Associate
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FAQ
Prosperian Wealth Management operates in the Finance industries. More details can be found on the official website: prosperianwealth.com.
The headquarters of Prosperian Wealth Management are located in New York, United States.
You can contact Prosperian Wealth Management by phone at +1-914-288-8987.
Prosperian Wealth Management currently employs 10-50 people.
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