Treasury Partners
Treasury Partners is a team of 29 investment professionals who deliver a broad array of conservative wealth and cash management services to private clients, family offices, foundations, endowments, and corporations. Services also include an online Money Market Portal and retirement plan consulting. Treasury Partners operates on a fully transparent, open architecture platform. Richard Saperstein, Treasury Partners Chief Investment Officer, is widely acknowledged for his financial expertise, and has ranked in the top tier on Barron’s annual listing of “Top 100 Financial Advisors” every year since the rankings began in 2004. Treasury Partners is registered with HighTower Securities, LLC, member FINRA, MSRB and SIPC & HighTower Advisors, LLC a registered investment advisor the SEC.
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Verified contacts
31
available on Kipplo
LinkedIn employees
39
11 to 50 range
Open roles
—
no listings
Distinct roles
20
indexed titles
Tech stack
1
tools in use
Monthly traffic
266
organic / mo
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Decision-makers and verified team members
31 contacts with verified email or phone · masked until revealed.
- DB
Daniel Beniak
Fixed Income Portfolio Manager (Executive Director) · Finance & Accounting
EmailPhone - DB
Daniel Bilewich
Director · General Business & Management
EmailPhone - BJ
Brendan Jones
Executive Director Senior Portfolio Manager · Other
EmailPhone - AV
Amanda Vann
Marketing Communications Associate · Advertising & Marketing
EmailPhone - SB
Steven B. Feit
Private Wealth Management, Corporate Cash Management, Corporate Retirement Services · Finance & Accounting
EmailPhone - DZ
David Zoll
Managing Director, Partner · General Business & Management
EmailPhone - JK
Jerry Klein
Managing Director Corporate Cash Management, Treasury Services, Money Market Portal · Other
EmailPhone - JW
Justin Winters
Managing Director Financial Advisor · Other
EmailPhone - AL
Andy Lin
Associate Director · General Business & Management
EmailPhone
Showing 9 of 31 verified contacts
Top roles at Treasury Partners
20 distinct titles indexed · top 10 shown.
- 3associate
- 3associate director
- 2director
- 2senior associate
- 1admin
- 1chief investment officer & founder
- 1client services intern
- 1director of private client services
- 1director, institutional cash management
- 1examination in treasury
- +10more titles
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