Compass Asset Management Group

100 Stony Brook Ct NewburghNY12550
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Description

Since 2009 the company has been providing Business Management.
by dandb on August 18, 2015 from dandb

Information from the business

Highly skilled asset manager and financial planner with an established practice encompassing 23 years. Have served in various management/leadership roles with both regional and Fortune 500 companies. Strengths include technical market knowledge, financial & estate planning, prudent asset management & communications. Currently serve as President/Owner of a family office style, private wealth...
by localcom on April 30, 2015 from localcom
Compass Asset Management Group, LLC delivers tailored financial/estate planning solutions and investment management to discerning clients within the intimacy of an independent boutique firm. We work extensively with professionals, executives and entrepreneurs within the medical sciences, engineering, technology and education industries. Our clients receive comprehensive financial & estate...
by linkedin on May 04, 2014 from linkedin