Ifam Capital
Our core team has spent decades together honing their investment skills and sharpening their critical thinking, serving individual and institutional clients at firms that include Smith Barney, Citigroup and UBS. As serial entrepreneurs, launching IFAM Capital – an independent financial advisory firm – was a natural next step for us. Together we have more than 100 years of collective investment experience. But we’re more than savvy wealth advisors – we’re also successful business owners, leaders and entrepreneurs who have walked in your shoes and understand your challenges. Which is why we created IFAM Capital. At IFAM Capital, we share a single-minded dedication to doing what’s best for our clients. To us that means focusing all of our experience and the vast resources of our firm around you. We are passionate about understanding your unique financial needs and protecting the lifestyle you have so carefully built. Many advisors spend more time running their businesses rather than servicing their clients. That’s not how we operate. Our commitment to providing highly personalized attention is one of the greatest advantages of working with us. To that end, we have dedicated portfolio managers for each client, separate operations directors and reporting personnel, as well as a separate Investment Committee. We’re dedicated to building long-term relationships and our clients have remained with us through booms and busts, bull and bear markets, in good times and bad. We think that speaks volumes about the quality financial advice and high-touch service we provide. See what clients-first consulting looks like. Give us a call or email us to get the conversation started. We’ll set up an appointment at your convenience to discuss what we can do to help you achieve all that you envision for yourself, your family, your business or institution. Phone - 866-910-9611 Email - info@ifamcapital.com
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Verified contacts
20
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
4
tools in use
Monthly traffic
60
organic / mo
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- EY
Erica Young
Director of Trading · General Business & Management
EmailPhone - CF
Casey Franken
Wealth Management Advisor · Finance & Accounting
EmailPhone - SK
Stefanie Kealoha
Operations and Compliance Associate · Operations
EmailPhone - AB
Alan Beugg
Partner · General Business & Management
EmailPhone - BS
Brian Sullivan
Principal Senior Wealth Manager · Other
EmailPhone - JG
Jeff Gordon
Partner · General Business & Management
EmailPhone - DG
Donald Graubart
Director · General Business & Management
EmailPhone - RB
Richard Basford
Director · General Business & Management
EmailPhone - HS
Haley Stramel
Vice President · General Business & Management
EmailPhone
Showing 9 of 20 verified contacts
Top roles at Ifam Capital
13 distinct titles indexed · top 10 shown.
- 4partner
- 3director
- 2estudante
- 1arapça
- 1consultor técnico
- 1director financial advior
- 1director of trading
- 1operations and compliance associate
- 1principal senior wealth manager
- 1professor
- +3more titles
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