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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

32 advisors near New York, NY

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Deven M

Series 66

New York, NY

Gilder Gagnon Howe & Co. LLC

Deven Markase is a financial advisor with Gilder Gagnon Howe & Co. LLC, holding a Series 66 credential and three years of industry experience. He has worked at Gilder Gagnon Howe since 2021 and previously held positions at Bank of America and Virginia Tech. Outside of finance, Deven is a self-employed DJ and music producer. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks and offers both wrap-fee programs for retirement accounts and commission-based services for non-retirement accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Cedric W

Series 63, Series 65

New York, NY

Gilder Gagnon Howe & Co. LLC

Cedric Welch is a financial advisor at Gilder Gagnon Howe & Co. LLC with five years of industry experience. He has been with Gilder Gagnon Howe since 2020, following two years as a self-employed consultant and twelve years at Black Coffee Channel, Inc. Outside of his advisory role, Welch is the President and CEO of Hip-Hoppreneur, Inc., a consulting firm specializing in executive coaching and business strategy, and serves as a panelist, curator, and facilitator for events at The Gathering Spot, a private members-only city club. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, and various types of plans and trusts. The firm employs an active, growth-oriented trading strategy focusing on stocks, combining fundamental and technical research, and offers both advisory and broker-dealer services.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Denis O

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

Denis O'kane II is a financial advisor at Gilder Gagnon Howe & Co. LLC with 16 years of industry experience. He has been with the firm since 2009 and holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks and combines fundamental and technical research in managing separate client accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Shaiza R

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

Shaiza Rizavi is a financial advisor at Gilder Gagnon Howe & Co. LLC with 28 years of industry experience. She has been with the firm since 1996. Rizavi serves on the boards of Columbia Business School and Vanderbilt University, and is involved with the Tamer Institute for Social Enterprise as well as the Beaverkill Valley Land Trust. She is also co-owner of a regenerative organic farm. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Karen L

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

Karen Legotte Langdon is a financial advisor at Gilder Gagnon Howe & Co. LLC with 33 years of industry experience. She has been with the firm since 1991 and holds a Series 63 designation. Outside of her advisory role, she serves as Treasurer and on the Finance and Executive Committees of Concerned Citizens Of Montauk, a nonprofit organization. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focusing primarily on stocks and combines fundamental and technical research to manage separate client accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Darnell W

Series 66

New York, NY

Gilder Gagnon Howe & Co. LLC

Darnell Wilson is a financial advisor at Gilder Gagnon Howe & Co. LLC with three years of industry experience. He holds a Series 66 designation and has worked at Gilder Gagnon Howe since 2021. Prior to his advisory career, he spent over a decade with Zogsports LLC. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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James D

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

James Deutsch is a financial advisor at Gilder Gagnon Howe & Co. LLC with 23 years of industry experience. He has been with the firm since 2000. Deutsch serves as a trustee on the investment committee for Trinity School and is a board member of the NYU Law Foundation, where he also participates on the investment committee. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, and retirement plans, focusing on an active, growth-oriented trading strategy primarily involving stocks. The firm manages both separately managed accounts and a bundled wrap-fee program for retirement accounts, combining fundamental and technical research.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Andrea G

Series 63, Series 66

New York, NY

Gilder Gagnon Howe & Co. LLC

Andrea Green is a financial advisor at Gilder Gagnon Howe & Co. LLC with nine years of industry experience. She has held positions at Charles Schwab Bank, Charles Schwab, and Fidelity Investments before joining Gilder Gagnon Howe in 2020. Andrea holds Series 63 and Series 66 licenses. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research, and offers both wrap-fee programs for retirement accounts and commission-based services for non-retirement accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Michael B

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

Michael Bermingham is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, with 12 years of industry experience. He has been with the firm since 2012 and holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm pursues capital appreciation through an active, growth-oriented trading strategy primarily focused on stocks, combining fundamental and technical research, and manages both retirement wrap-fee programs and transaction-based non-retirement accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Meredith L

Series 63, Series 65

New York, NY

Gilder Gagnon Howe & Co. LLC

Meredith Lipman is a financial advisor at Gilder Gagnon Howe & Co. LLC with Series 63 and Series 65 credentials. She has held positions at Morgan Stanley and various other organizations prior to joining her current firm. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, and retirement plans, using an active, growth-oriented trading strategy focused primarily on stocks. The firm operates both advisory and broker-dealer activities, offering separately managed accounts and a wrap-fee program for retirement accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Alexander D

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

Alexander Derbes is a financial advisor at Gilder Gagnon Howe & Co. LLC with 14 years of industry experience. He has been with Gilder Gagnon Howe since 2003. Outside of his advisory role, he provides occasional guidance to a healthcare data startup called Project Balmire. Gilder Gagnon Howe & Co. LLC offers discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research, and manages both retirement wrap-fee programs and transaction-based non-retirement accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Ying Z

Series 63, Series 65

New York, NY

Gilder Gagnon Howe & Co. LLC

Ying Zhang is a financial advisor at Gilder Gagnon Howe & Co. LLC with 12 years of industry experience. She holds Series 63 and Series 65 designations and has been with Gilder Gagnon Howe since 2015. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research while managing separate client accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Andrew C

Series 66

New York, NY

Gilder Gagnon Howe & Co. LLC

Andrew Chang is a financial advisor at Gilder Gagnon Howe & Co. LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at Capvision and Pulsafeeder. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research, and offers both advisory and broker-dealer services.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Arthur F

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

Arthur Ferreri is a financial advisor at Gilder Gagnon Howe & Co. LLC with 30 years of industry experience. He has been with the firm since 2000. Ferreri holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Lucy T

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

Lucy Tang is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 63 designation with 10 years of industry experience. She has been with Gilder Gagnon Howe & Co. LLC since 2011. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Mark B

Series 63, Series 65

New York, NY

Gilder Gagnon Howe & Co. LLC

Mark Boltres is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding Series 63 and Series 65 credentials with eight years of industry experience. He has been with Gilder Gagnon Howe since 2015. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm pursues capital appreciation through an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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James L

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

James Lamar is a financial advisor at Gilder Gagnon Howe & Co. LLC with 16 years of industry experience. He holds a Series 63 designation and has been with Gilder Gagnon Howe since 2011. Outside of his advisory role, he is a co-founder and advisor of AT4k, a healthcare diagnosis business, where he advises on operational execution. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management services to individuals, charitable organizations, corporations, and various retirement and non-retirement accounts. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research, and operates both advisory and broker-dealer activities.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Travis A

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

Travis Anderson is a financial advisor at Gilder Gagnon Howe & Co. LLC with 47 years of industry experience. He has been with Gilder Gagnon Howe since 1977. Anderson serves as a member of the board of trustees and chairman of the finance committee for the American Battlefield Trust, a charitable organization focused on preserving historic battlefields. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, and institutional clients. The firm employs an active, growth-oriented trading strategy primarily focused on stocks, combining fundamental and technical research across separately managed accounts and retirement wrap programs.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Arash G

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

Arash Ganjian is a financial advisor at Gilder Gagnon Howe & Co. LLC with 19 years of industry experience. He has been with the firm since 2004. Ganjian holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks and manages both wrap-fee retirement programs and transaction-based non-retirement accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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David H

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

David Howe is a financial advisor with Gilder Gagnon Howe & Co. LLC, holding a Series 63 designation and bringing 50 years of industry experience. He has been with the firm since 1978. Outside of finance, Howe is the founder and owner of 601Artspace, a private non-commercial exhibition space on the Lower East Side, and also operates David Howe Studio, where he maintains an active art practice. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, pension plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research with independently managed client accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Kimberly V

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

Kimberly Viggiano is a financial advisor at Gilder Gagnon Howe & Co. LLC with 21 years of industry experience. She has been with Gilder Gagnon Howe since 2009. Kimberly holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm focuses on active, growth-oriented trading primarily in stocks, combining fundamental and technical research while managing separate client accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Sanford B

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

Sanford Braun is a financial advisor at Gilder Gagnon Howe & Co. LLC with 28 years of industry experience. He has been with the firm since 1998 and holds a Series 63 designation. Braun serves as a board member for Touro College, a higher education institution, where he participates in board meetings and related tasks. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm pursues capital appreciation through an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Jamie S

Series 66

New York, NY

Gilder Gagnon Howe & Co. LLC

Jamie Sherr is a financial advisor at Gilder Gagnon Howe & Co. LLC with 32 years of industry experience. He holds a Series 66 designation and has previously worked at Facet Wealth, National Asset Management, and National Securities Corporation. He has been with Gilder Gagnon Howe since 2022. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm focuses on active, growth-oriented trading strategies primarily involving stocks, combining fundamental and technical research, and serves clients through separately managed accounts and a retirement wrap-fee program.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Charles L

Series 63, Series 66

New York, NY

Gilder Gagnon Howe & Co. LLC

Charles Levy is a financial advisor at Gilder Gagnon Howe & Co. LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at 12 West Capital Management for ten years. Outside of his advisory role, he is a passive investor and board member of Creekview Three, LLC, which operates franchises of the European Wax Center. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to individuals, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented trading strategy focused mainly on stocks, combining fundamental and technical research while managing separate client accounts independently.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Onelia R

Series 66

New York, NY

Gilder Gagnon Howe & Co. LLC

Onelia Rodriguez Cepin is a financial advisor with Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 66 designation and seven years of industry experience. She has worked at several notable firms, including UBS Financial Services, JPMorgan Chase Bank, and Morgan Stanley. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, and institutional clients. The firm employs an active, growth-oriented trading strategy focused primarily on stocks and manages both retirement wrap-fee programs and transaction-based non-retirement accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Matthew F

Series 66

New York, NY

Gilder Gagnon Howe & Co. LLC

Matthew Funaro is a financial advisor at Gilder Gagnon Howe & Co. LLC in New York, NY, holding a Series 66 designation with one year of industry experience. He has been with Gilder Gagnon Howe since 2019 and previously worked in roles outside the financial industry, including at Staples and Binghamton University. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research while managing accounts on both a wrap-fee and transaction basis.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Victoria R

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

Victoria Ross is a financial advisor at Gilder Gagnon Howe & Co. LLC with 22 years of industry experience. She has been with the firm since 2004 and holds the Series 63 designation. Based in New York, NY, Ross focuses on delivering portfolio management services through her firm. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy primarily focused on stocks, combining fundamental and technical research.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Yaroslav F

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

Yaroslav Faybishenko is a financial advisor at Gilder Gagnon Howe & Co. LLC with 20 years of industry experience. He has been with the firm since 2005 and holds a Series 63 designation. Outside of his advisory role, Faybishenko serves as a trustee on the Board of Trustees, Investment Committee, and Academic Affairs Committee at the Jewish Theological Seminary of America, a nonprofit academic and spiritual center in New York City. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks and combines fundamental and technical research across separately managed accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Michael M

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

Michael Mccormick is a financial advisor at Gilder Gagnon Howe & Co. LLC with 35 years of industry experience. He has been with the firm since 1991 and holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research, and manages both retirement wrap-fee programs and transaction-based non-retirement accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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John C

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

John Colton is a financial advisor at Gilder Gagnon Howe & Co. LLC with 41 years of industry experience. He has been with the firm since 1983. He holds the Series 63 designation. Gilder Gagnon Howe & Co. LLC is a registered investment adviser and broker-dealer that provides discretionary portfolio management to individuals, charitable organizations, corporations, pension and profit-sharing plans, trusts, and estates. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Hitesh S

Series 63

New York, NY

Gilder Gagnon Howe & Co. LLC

Hitesh Shah is a financial advisor at Gilder Gagnon Howe & Co. LLC with 24 years of industry experience. He has been with the firm since 1999 and holds a Series 63 designation. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management and brokerage services to a range of clients including individuals, charitable organizations, corporations, pension plans, and trusts. The firm employs an active, growth-oriented trading strategy focused primarily on stocks, combining fundamental and technical research.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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Cecilia H

Series 63, Series 66

New York, NY

Gilder Gagnon Howe & Co. LLC

Cecilia Hoang is a financial advisor at Gilder Gagnon Howe & Co. LLC with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Gilder Gagnon Howe since 2020. Prior to her advising career, she spent six years at Vassar College in various roles. Gilder Gagnon Howe & Co. LLC provides discretionary portfolio management to individuals, charitable organizations, corporations, and retirement plans. The firm employs an active, growth-oriented trading strategy focused primarily on stocks and combines fundamental and technical research to manage separate client accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management Retired
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