Cross Border Wealth Information
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
Organization Website | crossborder-wealth.com |
Social Links |    |
Industries | |
Headquarters Location | 12 E 49th St, New York, 10017 US |
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 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Cross Border Wealth shows a diverse range of experience levels:
13% have been with the company for less than 1 year13% for 1–2 years33% for 3–4 years33% for 5–7 years7% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Cross Border Wealth
Aris Marquez
Head of Marketing
Andrew McKay
Financial Advisor
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
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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