1879 Advisors
1879 Advisors has generations of experience providing investors and their families with institutional-quality portfolio management and innovative wealth planning strategies to preserve and grow their assets. Rather than relying on the stock-picking prowess of one individual who could be wearing a lot of hats at other firms, our clients receive the collective experience of the entire firm and our full-time staff of securities analysts; most with CFA designations or working towards them. Our team truly delivers institutional quality investment management to our individual investors. Member FINRA, Member SIPC
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Verified contacts
11
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- BC
Bryan Covert
Financial Advisor - Vice President · Finance & Accounting
EmailPhone - DJ
Daniel J. Oreilly
Associate Financial Advisor · Finance & Accounting
EmailPhone - JP
Jasmine Pacheco
Executive Assistant · General Business & Management
EmailPhone - LD
Lori Douglass
Investor Services Representative · Customer/Client Service
EmailPhone - JL
James Loehle
V P, Senior Financial Consultant · Other
EmailPhone
Showing 5 of 11 verified contacts
Top roles at 1879 Advisors
9 distinct titles indexed · top 9 shown.
- 2investor services representative
- 2senior investment consultant
- 1accounts payable specialist
- 1associate financial advisor
- 1client services associate
- 1executive assistant
- 1financial advisor
- 1financial advisor - vice president
- 1v p, senior financial consultant
Sign up to unlock all 11 contacts at 1879 Advisors
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Sign up to reveal 11 verified contacts at 1879 Advisors
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