Stacey Braun Associates

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Stacey Braun Associates — overview

Assets Under Management

Type

Wealth Manager

Location

New York, NY, US

Alternative Asset Classes

-

About

Stacey Braun Associates is a US-based wealth manager and registered investment advisor. It is an investment advisory firm that offers discretionary and non-discretionary asset management services. Its services include portfolio management, financial planning, investment management, wealth management, retirement, tax, insurance, estate, education seminars, and workshop planning services. It gives investment advisory services to individuals, pension and profit-sharing plans, corporations and trusts, welfare, employee stock ownership plans, insurance trusts, foundations, annuity, apprenticeship and retraining, education, severance, unemployment, benefits, and operating funds.

Stacey Braun Associates - known decision makers (6)

Contact NamePositionLocationEmailTelephoneAsset Class
Co-Director of Financial Planning, Portfolio Manager, Certified Financial Planner & Member of the Investment CommitteeNew York, USGEN
Executive Vice President, Co-Director of Financial Planning, Portfolio Manager & Member of the Investment CommitteeNew York, USGEN
Executive Vice President, Portfolio Manager, Head of Equity Research & Member of the Investment CommitteeNew York, USGEN
President, Portfolio Manager & Member of the Investment CommitteeNew York, USGEN
Vice President & Head TraderNew York, USGEN

Showing 5 of 6 known decision makers Stacey Braun Associates

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