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3 advisors near New York, NY
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Susan S
Series 63, Series 65
New York, NY
Manchester Capital Management LLC
Susan Sofronas is a financial advisor at Manchester Capital Management LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Geller Advisors LLC since 2010. Outside of her advisory role, she serves on the Board of Directors for Element Solutions Inc., a specialty chemicals company, where she contributes to strategic oversight. Manchester Capital Management provides advisory services to individuals, families, family offices, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and family office services, employing a strategic asset allocation process and managing private equity and venture capital pooled investment vehicles.
Frederick H
Series 65
New York, NY
Manchester Capital Management LLC
Frederick Hinkley is a financial advisor at Manchester Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Manchester Capital since 2017, following prior roles at Alta Core Consulting LLC and Netplus Capital LLC. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family office entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach centers on written Investment Policy Statements and strategic asset allocation, offering discretionary portfolio management, family office services, private real estate acquisition, and management, as well as managing private limited partnerships across various investment sectors.
Miroslava M
Series 65
New York, NY
Manchester Capital Management LLC
Miroslava Martinez is a financial advisor at Manchester Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Merrill and Bank of America. Manchester Capital Management provides advisory services to individuals, families, family offices, pension and profit-sharing plans, trusts, estates, charitable organizations, and related entities. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, including private equity and venture capital funds.
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3 advisors near New York, NY
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