A complete list of active advisors currently associated with Tribeca Investment Inc.

Warmer can help you find a great advisor at Tribeca Investment Inc. or one who fits your needs even better.

The firm provides discretionary investment management and related advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. It manages roughly $19 million on behalf of about 50 clients and delivers account-level portfolio management rather than pooled private-fund products. Portfolios are tailored to each client's risk tolerance and are primarily allocated among equities, fixed income, mutual funds and ETFs under a generally long-term investment philosophy with ongoing rebalancing. The firm uses proprietary technical-analysis model screens, manager evaluation and both strategic and tactical asset-allocation tools, and conducts at least quarterly account reviews. Distinctive features include sole ownership by a single principal and an affiliation with a broker-dealer, with supervised persons offering commission-based brokerage and other financial-product sales in separate capacities and the principal devoting part-time hours to broker-dealer activities—arrangements that can give rise to conflicts to be managed. The firm commonly charges asset-based (percentage-of-AUM) advisory fees, receives administrative and technology support from its recommended custodian (including trading and account tools), and does not act as a private-fund adviser or accept proxy-voting authority.

To learn more about the advisors currently working at Tribeca Investment Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Steven Qian	Chestnut Hill, MA	10

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