New York, NY Office

Alexandre Chasseriaud is a financial advisor with Transatlantique Private Wealth LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at BNP Paribas, Credit Suisse Securities (USA) LLC, and Spark Labs Inc. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, and trusts, with a focus on French expatriates in the U.S. and U.S. persons holding euro-denominated assets. The firm’s investment process combines macroeconomic and thematic research from affiliated European teams with fundamental and technical analysis to construct and monitor portfolios.

William Levesque is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Fleet Fleet, JackRabbit, Bank of The West - BNP Paribas, and ISTEC Business School. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams.

Cesar Flotat is a Series 65-licensed financial advisor with Transatlantique Private Wealth LLC in New York, NY. He has one year of industry experience, including previous roles at Banque Transatlantique and Deloitte. His background also includes work in education and travel. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, and trusts, with a focus on French expatriates in the U.S. and U.S. persons holding euro-denominated assets. The firm’s investment process combines macroeconomic and thematic research from affiliated European teams with fundamental and technical analysis to construct and monitor portfolios.

Jerome Khaski is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with 10 years of industry experience. He has been with Transatlantique Private Wealth since 2015. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm employs a customized asset allocation approach informed by European research teams and combines macroeconomic, fundamental, and technical analysis to manage portfolios.

Louiza Ferrara is a CFA® charterholder with six years of experience in the financial advisory industry. She has been with Transatlantique Private Wealth LLC since 2020, following nine years at Fourpoints Asset Management, Inc. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and similar entities, focusing on French expatriates in the U.S. and U.S. persons holding euro-denominated assets. The firm’s investment process is suitability-driven and incorporates macroeconomic and thematic research from affiliated European teams, combining fundamental and technical analysis to manage portfolios.

Hugo Gozlan is a financial advisor with Transatlantique Private Wealth LLC, holding a Series 65 designation and two years of industry experience. His work history includes multiple roles at Banque Transatlantique and involvement with PSL University. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams and a structure enabling cross-border custody and European trade execution.

Xavier Volatier is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 credential and bringing eight years of industry experience. He has worked at Transatlantique Private Wealth since 2017 and previously spent eight years at CIC LB. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams and cross-border custody and execution capabilities.

Thomas Wopat Moreau is a financial advisor at Transatlantique Private Wealth LLC in New York, NY, holding a Series 65 designation with five years of industry experience. He previously worked at FOURPOINTS Asset Management, Inc. for six years before joining Transatlantique Private Wealth in 2020. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical analysis, supported by affiliated European research teams and a structure that facilitates cross-border custody and European trade execution.