Satovsky Asset Management
Satovsky Asset Management

Satovsky Asset Management Management Team

Contact top employees from Satovsky Asset Management

Summary

Satovsky Asset Management is a private company that has been in the industry for 18 years. The company currently specializes in the Financial Services area. The position of the Chairman & CEO is occupied by Jonathan Satovsky. Its headquarters is located at New York, New York, USA. The number of employees ranges from 25 to 100. The annual revenue of Satovsky Asset Management varies between 5.0M and 25M. Total funding of the company - $150K. To connect with Satovsky Asset Management employee register on SignalHire.

Industries

Financial Services

Headquarters Location

Employees Size

10-50 employees

Specialties

Investment Management, Financial Planning, Behavioral Coaching, Financial Mindfulness, Wealth Management, Estate Planning, Investor Education, Investor Habits

SIC Code

7380, 8742

DMA Code

New York Metropolitan Area

Founded

2007

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

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Organization Website

Social Links

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Phone Number

212.584.1900

Employees Turnover 2 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Ex-employees switched to
Length of Employment
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Employee tenure at Satovsky Asset Management shows a diverse range of experience levels:
5% have been with the company for less than 1 year19% for 1–2 years14% for 3–4 years14% for 5–7 years19% for 8–10 years29% have over 11 years of service at Satovsky Asset Management
Ex-employees positions
In Company
In New Company
Contact top employees from Satovsky Asset Management
Frank Torrone
Senior Wealth Strategist
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Jonathan Satovsky
Founder & Chief Behavioral Coach
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Sherri Lancaster
Client Service Manager
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Christine Lucero
Head of Private Wealth, CCO
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Benjamin Kinsella
Associate Wealth Strategist
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Luisa Fernanda
Business and Marketing Coordinator
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Cade McNaughton
Client Services
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Bo Lan
Investment Analyst
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