Background & History In 2001, our Financial Planning Division was created in response to a need for objective programs that would help the employees and union members of our institutional clients better comprehend their personal finances and help them attain their financial goals. A founding concept was that these services would be offered in. STACEY BRAUN ASSOCIATES, INC. 377 Broadway New York, NY 10013 212 226-7707This brochure provides information about the qualifications and business practices of Stacey Braun Associates, Inc. If you have any questions about the contents of this brochure, please contact us at 212 226-7707 or info@. The.
Head Planners Gerard McGahran, CFP®, EA Mr. McGahran has been with Stacey Braun Associates, Inc. since 2001. Prior to joining the firm, he worked for a major insurance company and a regional accounting firm as an accountant, financial planner and portfolio manager$1.Mr. McGahran graduated from Glassboro State College in 1986 with a Bachelors of. Stacey Braun has a proven Investment Team with an average of eighteen years of experience per Portfolio Manager. Key Personnel. Stacy Braun is a member of the firm's Healthcare Sector and specializes in Board, CEO, CFO and other senior-level executive searches. She advises clients from all segments of the life sciences industry, including diagnostics, medical devices, pharmaceuticals, tools/instrumentation and inter-connecting industry segments. Stacey Braun Associates, federally registered in 1975, is a Registered Investment Advisor RIA in 7 states with a licensed staff of 9 advisors. Stacey Braun Associates manages $2.9 billion and provides investment advisory services for 898 clients 1:100 advisor/client ratio. This firm does not h.
Track the AUM, funds, and holdings for Stacey Braun Associates Inc over time. View the latest funds and 13F holdings. Compare against similar firms. Stacey Braun Associates, Inc. is a New York Domestic Business Corporation filed on March 25, 1975. The company's filing status is listed as Active and its File Number is 365712. The Registered Agent on file for this company is Stacey Braun Associates, Inc. and is. Douglas H Wexler is VP/Managing Dir/Portfolio Mgr at Stacey Braun & Associates Inc. See Douglas H Wexler's compensation, career history, education, & memberships. 22/11/2019 · Learn about working at Stacey Braun Associates Inc. Join LinkedIn today for free. See who you know at Stacey Braun Associates Inc, leverage your professional network, and get hired.
Added: KB Home. Braun Stacey Associates Inc added to a holding in KB Home by 20.43%. The purchase prices were between $25.27 and $34, with an estimated average price of $27.97. The stock is now traded at around $35.60. The impact to a portfolio due to this purchase was 0.19%. Martin H Wexler is President/CEO/Portfolio Mgr at Stacey Braun & Associates Inc. See Martin H Wexler's compensation, career history, education, & memberships. Stacey Braun Associates Inc 401K Profit Sharing Plan Trust is a defined contribution plan with a profit-sharing component and 401k feature. Stacey Braun Associates Inc 401K Profit Sharing Plan Trust currently has fewer than 100 active participants and over $2.9M in plan assets. Get directions, reviews and information for Stacey Braun Associates Inc in New York, NY. Stacey Braun Associates Inc 377 Broadway New York NY 10013. Reviews 212 226-7707 Website. Menu & Reservations Make Reservations. Order Online Tickets Tickets See. 25/04/2019 · New Purchase: KB Home. Braun Stacey Associates Inc initiated holding in KB Home. The purchase prices were between $19.1 and $24.74, with an estimated average price of $22.09. The stock is now traded at around $25.56. The impact to a portfolio due to this purchase was 0.45%.
25/07/2019 · New York, NY, based Investment company Braun Stacey Associates Inc Current Portfolio buys Teleflex Inc, Dow Inc, Broadcom Inc, The Wendy's Co, KB Home, sells Advance Auto Parts Inc, Mylan NV, PTC Inc, Neurocrine Biosciences Inc, Altria Group Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company. STACEY BRAUN ASSOCIATES INC is an SEC Registered Investment Adviser RIA. The firm is based in NEW YORK NY UNITED STATES. As of the firm's last SEC filing on March 25, 2019, the firm has 16 employees and has $2.88 Billion in Regulatory Assets Under Management RAUM. View Form ADVs for this SEC registered investment adviser and thousands more. Stacey Braun Associates Inc is in the Investment Advisory Service business. View competitors, revenue, employees, website and phone number. Melbourne Newell is Head Trader at Stacey Braun Associates, Inc. View Melbourne Newell’s professional profile on Relationship Science, the database of decision makers. STACEY BRAUN ASSOCIATES INC CRD 105056 is an SEC-Registered Investment Advisor RIA, headquartered in New York, NY. The SEC approved the firm to operate as an RIA in Aug 1975. In Mar 2019, the firm reported total Regulatory Assets Under Management RAUM of $2.9 Billion, with discretion over 98% of those assets. Pooled.
Douglas Harry Wexler is Managing Director at Stacey Braun Associates, Inc. View Douglas Harry Wexler’s professional profile on Relationship Science, the database of decision makers. Paul W Wexler is VP/Head:Equity/Portfolio Mgr at Stacey Braun Assoc Inc. See Paul W Wexler's compensation, career history, education, & memberships. View Debbie Lattanzi’s profile on LinkedIn, the world's largest professional community. Office Manager at Stacey Braun Associates, Inc. View profile View profile badges View similar profiles. Rich Strano. Rich Strano Director of Operations at TRA Insurance Solutions. Yolanda Mason Henderson, ACS.
"Stacey & Associates provided part time, temporary help on market-specific proposals during a staff member's extended leave of absence. They hit the ground running as an adjunct member of our staff working within our processes and software immediately. Stacey Braun Associates, Inc. Profit Sharing Plan is a defined contribution plan with a profit-sharing component. Stacey Braun Associates, Inc. Profit Sharing Plan currently has fewer than 100 active participants and over $9.2M in plan assets. STBIUS31 is the swift code for Primary Office of STACEY BRAUN ASSOCIATES, INC. Bank in NEW YORK,NY United States. Since this swift code belongs to a primary office of the bank, it can have an optional branch code "".
Assistant Portfolio Manager at Stacey Braun Associates Inc. Fordham Gabelli School of Business. View profile View profile badges Get a job like Gary’s. San Francisco jobs in Jamaica, NY. 49,619 open jobs. Internship jobs in New York, NY. 68,460 open jobs. Work At Home jobs in Bridgeport, CT. 135,763 open jobs. Python jobs in Yonkers, NY.
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