IHT Wealth Management Management Team
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IHT Wealth Management
Summary
IHT Wealth Management has been in the industry for 12 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 76. To connect with IHT Wealth Management employee register on SignalHire.
Organization Website | ihtwealthmanagement.com |
Phone Number | (855) 295-2828 |
Industries | |
Headquarters Location | 123 N Wacker Dr, Chicago, Illinois, 60606 US |
Employees Size | 100-200 employees |
Specialties | Investment Management, Tailored Customized Portfolios, Financial Planning, Objective Investment Advice, Retirement Planning, Retirement Analysis, Investment Advice, Charitable Giving, Risk Management, ESG Investing, Legacy Planning, Estate Planning, Wills, Trusts, Private Equity, Alternative Investments, Tax Aware Investing, Financial Advising, Multi-Generational Family Planning, Insurance, Real Estate Investing, Structured Products |
Founded | 2014 |
Employees Turnover 1 quarter 2026
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Length of Employment
Employee tenure at IHT Wealth Management shows a diverse range of experience levels:
5% have been with the company for less than 1 year10% for 1–2 years10% for 3–4 years20% for 5–7 years25% for 8–10 years30% have over 11 years of service at IHT Wealth ManagementDiscover More
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IHT Wealth Management
Cathy Stevens
Senior Vice President
Chad Sewell CFP®
Senior Vice President
Michael Masalehdani
Vice President Financial Advisor & Portfolio Manager
Felipe Medina CFP®
Senior Vice President Financial Advisor
Richard Rohlfing
Financial Advisor, Senior Vice President
Ryan Peeler
Certified Financial Planner
Karim Poonawala CFP MBA
Wealth Manager
John Rossitto
LPL Registered Principal
Randy Powell
Wealth Advisor
Nicholas Yi
Financial Analyst
Barret Roosa
Financial Advisor
Dave Bakker
Senior Wealth Advisor
Brian Gaffney
Wealth Manager
Amanda Psujek
Executive Assistant
Adrien Brand
Financial Advisor
Ed Vinette
Financial Advisor
J Chris Sexton
Financial Advisor
Sam Rouman
Senior Wealth Advisor
Steven Dudash
Chief Executive Officer
Michael Mauro IV
Financial Advisor
Darla Douglas
Director of Compliance
Lindsey Michel
OSJ and Compliance Officer
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FAQ
IHT Wealth Management operates in the Finance industries. More details can be found on the official website: ihtwealthmanagement.com.
The headquarters of IHT Wealth Management are located in Chicago, United States.
You can contact IHT Wealth Management by phone at (855) 295-2828.
IHT Wealth Management currently employs 100-200 people.
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