New Vernon Wealth Management

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New Vernon Wealth Management — overview

Assets Under Management

Type

Wealth Manager

Location

Highland Park, IL, US

Alternative Asset Classes

PEVCREINFHFPDNR

About

Established in 1972, New Vernon Wealth Management is an Illinois-based wealth manager. It provides investment advisory services to its clients on a discretionary basis. The services it provides include portfolio management, retirement planning, investment planning, and family office services. The services are offered to individuals, high-net-worth individuals, families, trusts, charitable organizations, corporations and other business entities.

New Vernon Wealth Management - known decision makers (3)

Contact NamePositionLocationEmailTelephoneAsset Class
Principal & Chief Investment OfficerHighland Park, USHFNR
Founder & Chairman, Investment Committtee Highland Park, USHFNR
Portfolio ManagerHighland Park, USHFNR

Showing 3 of 3 known decision makers New Vernon Wealth Management

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