Direct booking
Book time directly with this advisor, no back-and-forth required
4 advisors near New York, NY
Based on your filters
Nels W
Series 66
New York, NY
Maytech Global Investments
Nels Wangensteen is a financial advisor at Maytech Global Investments with 10 years of industry experience. He holds a Series 66 designation and previously worked at Integre Asset Management. Since 2017, Wangensteen has served as a trustee for The Panaphil Foundation, a charitable organization. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors. The firm employs a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses across global markets.
Ye Y
Series 63
New York, NY
Maytech Global Investments
Ye Yin is a financial advisor at Maytech Global Investments in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Maytech Global Investments since 2016 and previously worked at Maytech Capital Management from 2014 to 2017. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, along with model portfolios and sub-advisory services. The firm focuses on a research-intensive Global Growth strategy targeting technology-enabled, scalable businesses worldwide and sponsors the Global Innovation Fund, which concentrates on technology, healthcare, and consumer sectors.
John G
CFA®, Series 63
New York, NY
Maytech Global Investments
John Gross is a CFA® charterholder with 19 years of industry experience. He is currently a financial advisor at MayTech Global Investments, where he has worked since 2024. Prior to joining MayTech, he spent 13 years at Polen Capital Management and BNY Mellon Distributors LLC. MayTech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, along with model portfolios and sub-advisory services. The firm employs a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses across global markets.
Walter K
Series 63, Series 65
New York, NY
Maytech Global Investments
Walter Kelley is a financial advisor at Maytech Global Investments with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookmont Capital Management and J.P. Morgan Securities. Outside of his advisory role, he is an equity owner in Payment Approved Technologies. Maytech Global Investments provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional investors, employing a research-intensive Global Growth strategy focused on technology-enabled, scalable businesses worldwide. The firm also sponsors the Global Innovation Fund and offers model portfolios and sub-advisory services to institutional clients.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
4 advisors near New York, NY
Based on your filters