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2 advisors near New York, NY
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Charles S
Series 63, Series 65
Englewood, NJ
Zorea Capital LP
Charles Salvador is a financial advisor at Zorea Capital LP with Series 63 and Series 65 credentials. He has prior experience at Andover Capital Partners LLC, First Metro Investment Corporation, LVH Global, and The Commercialiser. Zorea Capital LP provides discretionary and non-discretionary portfolio management and investment advice to individual and family clients, managing approximately $50 million across a small client base. The firm employs a fundamental, research-intensive, long-term, value-oriented investment approach focused on a concentrated set of core holdings and uses leverage, derivatives, and limited short positions or options for downside protection.
Simon B
Series 63, Series 65
Englewoood, NJ
Zorea Capital LP
Simon Bennaim is a financial advisor at Zorea Capital LP with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Kize Capital LP and Axa XL, as well as a period of full-time education. He also provides consulting services to other unaffiliated investment managers on a limited basis. Zorea Capital LP offers discretionary and non-discretionary portfolio management and investment advice primarily to individual and family clients, managing approximately $50 million. The firm employs a fundamental, research-intensive, long-term, value-oriented approach focused on a concentrated portfolio of core holdings, utilizing leverage, derivatives, and limited short positions for risk management.
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2 advisors near New York, NY
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