Slk Private Wealth
SLK Private Wealth is a uniquely positioned independent financial advisory firm dedicated to partnering with successful people to build a sound path forward for their financial future. Led by Glen Strauss, Jonathan Lewis, and EJ Kahn, our team of wealth managers has nearly 150 years of collective experience, plus the in-depth training, needed to construct a personalized plan and portfolio that will totally reflect your specific situation. It is rare for an independent wealth management firm to offer the advantage of team members whose advanced accreditations include investment management and analytics, alternative investing, investor relations, accounting, and law – and can deliver this expertise with highly attentive service. Our goal is to provide you with a financial strategy that will allow you to enjoy more of what is most important in your life. We invite you to visit our new website to learn more about our firm and team. Reach out via LinkedIn or on our website to schedule an appointment to discuss how we can help you manage all of your financial affairs.
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Verified contacts
13
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
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no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- DF
Derek Finch
Chief Compliance Officer & Director of Operations · Operations
EmailPhone - HK
Hank Krakover
Partner- Portfolio Manager, Slk Private Wealth · Finance & Accounting
EmailPhone - AK
Armen Kesian
Senior Client Associate · Customer/Client Service
EmailPhone - RD
Razmig der-Tavitian
Chief Investment Officer, Managing Partner · Finance & Accounting
EmailPhone - AH
America Henriquez
Executive Assistant · General Business & Management
EmailPhone - ER
Evan Richardson
Client Associate · Customer/Client Service
EmailPhone - JM
Jack Marsopian
Client Administrator · Operations
EmailPhone - JK
Jennifer K.
Client Associate · Customer/Client Service
EmailPhone - MC
Michael Cocom
Client Services Associate · Customer/Client Service
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Slk Private Wealth
11 distinct titles indexed · top 10 shown.
- 2client associate
- 1chief compliance officer & director of operations
- 1chief investment officer, managing partner
- 1client administrator
- 1client services associate
- 1executive assistant
- 1founder, managing partner- slk private wealth
- 1investment operations & research analyst
- 1managing director
- 1partner- portfolio manager, slk private wealth
- +1more titles
Sign up to unlock all 13 contacts at Slk Private Wealth
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