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2 advisors near New York, NY
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Robert R
CFA®
New York, NY
Brave Eagle Wealth Management
Robert Ruggirello is a CFA® charterholder with 10 years at Brave Eagle Wealth Management and 20 years of prior service with the FDNY. He has four years of industry experience as a financial advisor. Brave Eagle Wealth Management serves individual investors, including high-net-worth clients, and small businesses by providing wealth management, financial planning, portfolio management, and business and tax consulting. The firm combines active management with modern portfolio theory and a core-and-satellite approach, incorporating human capital analysis and derivative strategies as part of its investment process.
Peter T
CFP®
New York, NY
Brave Eagle Wealth Management
Peter Thomann is a CFP® professional with four years of experience at Brave Eagle Wealth Management in New York, NY. He is also the president and owner of Thomann Tax, Inc., a tax preparation business he has operated since 2005. Brave Eagle Wealth Management serves individual investors, including high-net-worth clients, and small businesses by providing comprehensive wealth management, financial planning, and business and tax consulting. The firm combines active management and modern portfolio theory with tax-aware strategies and incorporates derivatives in portfolio implementation, alongside educational workshops and integrated services beyond standard investing.
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2 advisors near New York, NY
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