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2 advisors near New York, NY
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Kathleen R
CFP®, Series 63, Series 65
New York, NY
Drucker Wealth
Kathleen Ritchie is a CFP® with 24 years of industry experience. She is currently with Drucker Wealth and Purshe Kaplan Sterling Investments, having previously worked at Hornor Townsend & Kent Inc for 16 years. Kathleen serves as a board member for the 155 East 49th Street Cooperative, where she is involved in treasury functions. Drucker Wealth serves individual and high-net-worth clients, including pre-retirement professionals, mid-career technology and medical workers, and small business owners. The firm offers comprehensive financial planning, tax and estate planning, equity-compensation advice, and discretionary investment management using a mix of fundamental, technical, tactical, and behavioral approaches.
Gideon D
CFP®, Series 66
New York, NY
Drucker Wealth
Gideon Drucker is a CFP® with 12 years of industry experience, currently serving at Drucker Wealth in New York, NY. His prior experience includes roles at Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also the author of the financial book *How To Avoid Henry Syndrome*. Drucker Wealth serves individual and high-net-worth clients such as pre-retirement professionals, mid-career technology and medical workers, and small business owners. The firm offers comprehensive financial planning, tax and estate planning, equity-compensation advice, and discretionary investment management using a blend of fundamental, technical, tactical, and behavioral approaches.
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2 advisors near New York, NY
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