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Jeremiah T

Pittsford, NY

Ashford Advisors, LLC

Jeremiah Thisse is a financial advisor at Ashford Advisors, LLC with 4 years of industry experience. He has been with Ashford Advisors since 2001. Ashford Advisors serves high net worth individuals, charitable organizations, and closely held corporations through its Ashford Advisory Program, offering financial planning, portfolio management, third-party manager search and monitoring, and consulting on hedge fund, venture capital, and private equity investments. The firm focuses on discretionary and non-discretionary separately managed accounts with an emphasis on asset allocation and manager selection.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Trust structures (GRAT, IDGT, revocable) Medicare planning Founder/Business Owner Executive
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Patrick M

Series 65

Pittsford, NY

Ashford Advisors, LLC

Patrick Martin is a financial advisor at Ashford Advisors, LLC in Pittsford, NY, holding a Series 65 designation with four years of industry experience. He has been with Ashford Advisors since 2001. Ashford Advisors serves high net worth individuals, charitable organizations, and closely held corporations, offering financial planning, portfolio management, third-party manager search and monitoring, and consulting on hedge fund, venture capital, and private equity investments. The firm emphasizes asset allocation and manager selection, using a range of securities and providing quarterly reporting, with a focus on clients meeting a minimum family relationship of $10 million.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Trust structures (GRAT, IDGT, revocable) Medicare planning Founder/Business Owner Executive
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