Solist Wealth Management
Solist Wealth Management is a SEC registered investment advisor boutique. We work with individuals, families and institutions and offer: private banking, multi-custody investment management, tax and estate advisory, family office reporting, governance, and bill pay.
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Verified contacts
5
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JB
Jonathan Bouchlas
Managing Director · General Business & Management
EmailPhone - MR
Michael Rosenbach
Founder & CEO · General Business & Management
EmailPhone - IS
Isabelle Sering
Private Banking & Investments Associate · Finance & Accounting
EmailPhone - LG
Lucas Gobea
Commercial & Personal Lines Producer · Finance & Accounting
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Solist Wealth Management
4 distinct titles indexed · top 4 shown.
- 1commercial & personal lines producer
- 1founder & ceo
- 1managing director
- 1private banking & investments associate
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