Rzh Advisors
Founded in RZH Advisors is an SEC Registered Investment Advisor and is an independent, partner-owned, wealth management firm located in Stamford, CT. RZH provides comprehensive wealth management services to affluent individuals and multi-generational families. We empower you to be comfortable with your wealth, enjoy your wealth and be confident that your family is protected from the financial uncertainties of life. Our approach to financial planning and deep client interaction has allowed us to be very selective focusing on HNW individuals and families in transition, women on their own for the first time financially, retiring executives and management of trust assets. Specializing in complex financial situations, where diverse assets and family dynamics can be challenging, our firm has built a reputation for objectivity and care by crafting meaningful and effective planning solutions. Areas of expertise include; inter-generational comprehensive financial planning, cash flow planning and tax strategy, investment planning and management, risk management and planning, trust management, wealth preservation and transition. We appreciate your interest in RZH Advisors, LLC. Together, we can work to develop and execute a comprehensive financial strategy aligned with your financial goals. Please contact us at info@rzhadvisors.com or call 203.355.0880 to arrange a consultation.
7-day free trial · no credit card
Verified contacts
10
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
2
tools in use
Monthly traffic
34
organic / mo
Sign up free to see all 10 verified contacts at Rzh Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- JM
Jane Michener
Director of Operations · Operations
EmailPhone - AD
Austin Doebler
Portfolio Manager · Finance & Accounting
EmailPhone - BG
Breanna Gabriel
Financial Associate · Finance & Accounting
EmailPhone - IA
Ivy Alexander
Client Service Associate · Customer/Client Service
EmailPhone - CF
Candice Fallon
Client Services Associate · Other
EmailPhone - LR
Lauren Rowland
Principal · General Business & Management
EmailPhone - BM
Brendan McEwan
Senior Financial Advisor · Finance & Accounting
EmailPhone - SE
Susan Ecker
Client Services Manager · Customer/Client Service
EmailPhone - CZ
Carl Zuckerberg
Principal, Chief Investment Strategist · Finance & Accounting
EmailPhone
Showing 9 of 10 verified contacts
Top roles at Rzh Advisors
10 distinct titles indexed · top 10 shown.
- 1client service associate
- 1client services associate
- 1client services manager
- 1director of operations
- 1financial associate
- 1portfolio manager
- 1principal
- 1principal, chief investment strategist
- 1principal, chief operating officer & chief compliance officer
- 1senior financial advisor
Sign up to unlock all 10 contacts at Rzh Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 10 verified contacts at Rzh Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.