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TOP 30 Building an equity portfolio in New York, NY
7 results found
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Equity Playground
Equity Playground is a vibrant and inclusive park located on 88th Avenue in the heart of New York City, United States. This community space is dedicated to promoting equity and unity among all individuals, regardless of background or ability. With colorful playground equipment, open green spaces, and interactive learning stations, Equity Playground provides a safe and welcoming environment for families and children to come together and enjoy the outdoors. Whether you're looking to relax in the sun, socialize with neighbors, or engage in fun recreational activities, Equity Playground is the perfect place for all to come and play.
Veris Wealth Partners
Veris Wealth Partners is a finance institution located at 17 State Street in New York, New York, United States. Research has shown that sustainable and impact wealth management strategies can perform just as well, if not better, than traditional strategies. Veris offers a unique approach to wealth management, helping clients achieve both financial goals and impact investing objectives. With an experienced and diverse team, Veris provides objective and unbiased wealth management tailored to individual objectives. The institution is committed to building authentic relationships and providing outstanding service, leading to client referrals. Veris also conducts up-to-date research in impact investing, with recent reports focusing on climate justice, diversity, equity, and inclusion. They work with individuals, families, foundations, and endowments to align investment portfolios with values and missions. Veris has been recognized as one of the top impact companies by Real Leaders. CEO Stephanie Cohn Rupp has been interviewed on topics such as sustainable investing and trends among millennial and Gen Z investors.
Merrill Lynch Financial Advisor Kevin J Halpin
Merrill Lynch Financial Advisor Kevin J Halpin is a Vice President and Senior Financial Advisor located at 75 Rockefeller Plaza in New York, New York. With over 25 years of experience in the financial services industry, Kevin focuses on total wealth management and offers strategy-based solutions for personal and business finances based on clients' individual needs and goals. As a Portfolio Manager, Kevin uses his expertise in individual equity selection and modern portfolio theory to help clients of all financial backgrounds. He works closely with clients' other advisors to address short and long-term goals, providing personalized advice and specialized investment services. Kevin and his wife Julia, who also works at Merrill, have a combined length of service of over 50 years. At Merrill Lynch Wealth Management, Kevin believes in building personalized plans centered on clients' goals and priorities, helping them achieve financial success and pursue what matters most to them. With access to the investment insights of Merrill and banking solutions from Bank of America, Kevin works with clients to develop an approach designed to address their financial needs and help them achieve their goals. Through regular meetings and reviews, Kevin helps clients stay on track and adapt their financial approach to reflect changes in their lives and the market. Kevin is registered to do business in multiple states across the United States, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
Merrill Lynch Financial Advisor Julio C. Franco
Merrill Lynch Financial Advisor Julio C. Franco is located at 75 Rockefeller Plaza in New York, New York, United States. Julio is a Senior Vice President and an International Wealth Advisor with over 30 years of industry experience. He is a qualified Portfolio Manager who can help clients pursue their financial objectives by building and managing personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Julio focuses on transactional based clients, particularly in active trading strategies in equities, options, fixed income, and foreign currencies. He also manages a proprietary Global Thematic Equity portfolio and various Merrill model portfolios. Julio holds industry designations such as CFA®, FRM®, and CAIA®, and is a member of various financial associations. He has a Master of Science in Financial Risk Management and a BA in Economics and Finance. Fluent in Spanish, Julio resides in Greenwich, Connecticut. Merrill Personal Wealth Analysis™ is offered to help clients build a personalized financial plan centered on their goals and priorities. As a Merrill Lynch Wealth Management Advisor, Julio focuses on understanding each client's unique needs and provides personalized investment strategies and comprehensive financial solutions. Working with Julio means having access to the investment insights of Merrill and the banking solutions of Bank of America. He believes in placing the investor at the center of the planning process and aims to help clients navigate through financial transitions and decisions. By regularly reviewing and adjusting financial approaches, Julio helps clients stay on track to achieve their goals. Whether planning for retirement, saving for a home, or funding education, Julio works with clients to develop a customized approach that addresses their financial needs. With a focus on getting to know each client personally, Julio creates a financial strategy that reflects their personality and priorities. The ultimate goal is to help clients achieve their financial goals and live their best financial life.
Merrill Lynch Financial Advisor Matthew Murphy
Merrill Lynch Financial Advisor Matthew Murphy is a finance institution located at 114 West 47th Street, New York, New York, United States. Matthew Murphy is an experienced financial advisor with a strong passion for portfolio management and asset allocation. He leverages his extensive knowledge of financial markets to design and implement customized investment management strategies for businesses and endowments. With a focus on maximizing returns, Matthew utilizes a mix of equity, government and corporate debt, and private investments. In collaboration with a dedicated banking team, Matthew offers comprehensive credit solutions to support business growth, operational needs, and international expansion. From credit lines to trade services, his collaborative approach delivers tailored financial solutions to meet the unique requirements of each business.
Merrill Lynch Financial Advisor Christopher M Walters
Merrill Lynch Financial Advisor Christopher M Walters is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. Christopher M Walters has been recognized in Forbes' "America’s Top Wealth Management Teams High Net Worth" in 2022, 2023, and 2024, as well as in Forbes' "Top Next-Generation Wealth Advisors Best-in-State" in 2023. Supported by the global resources of Merrill, Christopher M Walters' team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Christopher M Walters helps individuals, families, and family offices advance a more thoughtful, cohesive, and purposeful approach to their wealth. With over 15 years of industry experience, Christopher is skilled in helping clients align their objectives with their unique risk tolerance, tax circumstances, and timeframes. He offers a creative and analytical approach grounded in a steadfast commitment to client well-being.
Rogers Lynn
Rogers Lynn is a health, pharmacy, and store institution located at 113 Holland Avenue, Albany, New York, United States. As an official website of the United States government, Rogers Lynn provides a secure platform for Veterans and survivors to access care and benefits related to toxic exposures. The institution is dedicated to building equity and ending harassment for underserved populations. Veterans can apply for VA health care, file disability compensation claims, manage GI Bill benefits, and access vocational rehabilitation services. Additionally, Rogers Lynn offers support for Veteran-owned small businesses, monthly payments for eligible Veterans and survivors, and VA-backed home loans for those with service-connected disabilities. Veterans, service members, and families can also explore life insurance options, burial planning services, and apply for printed Veteran ID cards. Eligibility for benefits during service, as a spouse, dependent, or survivor, is also outlined on the website.
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