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3 advisors near New York, NY
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Peter K
Series 66
New York, NY
Overbrook Management Corporation
Peter Kunze is a financial advisor at Overbrook Management Corporation in New York, NY, holding a Series 66 designation with three years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Overbrook Management Corporation provides discretionary investment management to high-net-worth individuals and institutional clients, managing both separately managed accounts and private funds with an emphasis on bottom-up fundamental research and risk management. The firm also offers family office and administrative services and is notable for its role as a private fund sponsor and manager.
Wade G
Series 65
New York, NY
Overbrook Management Corporation
Wade Goehle is a financial advisor at Overbrook Management Corporation in New York, NY, holding a Series 65 designation. He has been with Overbrook since 2019 and previously worked at KPMG from 2016 to 2019. Overbrook Management Corporation provides discretionary investment management to high-net-worth individuals and institutional clients, managing both separately managed accounts and private funds. The firm focuses on bottom-up fundamental research and risk management across public equities, fixed income, and alternative investments, and serves as a private fund sponsor and manager.
Andrew M
Series 63, Series 65
New York, NY
Overbrook Management Corporation
Andrew Mindnich is a financial advisor at Overbrook Management Corporation in New York, NY, holding Series 63 and Series 65 licenses. He has experience working at JPMorgan Securities and Merrill, with a total of approximately nine years in the industry. Overbrook Management Corporation provides discretionary investment management to high-net-worth individuals and institutional clients, offering family office services and managing several private funds. The firm’s investment approach centers on bottom-up fundamental research and risk management, with portfolios across equities, fixed income, and alternative investments.
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3 advisors near New York, NY
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