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Career history of Patrick Moran
Former positions of Patrick Moran
Companies | Position | Start | End |
---|---|---|---|
Silvercrest Asset Management Group LLC
![]() Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Corporate Officer/Principal | 2006-03-31 | 2006-03-31 |
EisnerLubin LLP | Corporate Officer/Principal | - | - |
Constellation Wealth Advisors LLC
![]() Constellation Wealth Advisors LLC Investment ManagersFinance Founded in 2007 by Paul Tramontano and Jon Goldstein, Constellation Wealth Advisors LLC is an independent multi-family investment office and registered investment advisor headquartered in New York City. The firm is also registered as a securities broker-dealer with the SEC, the MSRB and the NFA and is registered with FINRA. | Portfolio Manager-Equities | 2011-01-17 | - |
Corporate Officer/Principal | 2009-12-13 | 2011-01-17 |
Training of Patrick Moran
Baruch College | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Constellation Wealth Advisors LLC
![]() Constellation Wealth Advisors LLC Investment ManagersFinance Founded in 2007 by Paul Tramontano and Jon Goldstein, Constellation Wealth Advisors LLC is an independent multi-family investment office and registered investment advisor headquartered in New York City. The firm is also registered as a securities broker-dealer with the SEC, the MSRB and the NFA and is registered with FINRA. | Finance |
EisnerLubin LLP | Commercial Services |
Silvercrest Asset Management Group LLC
![]() Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Finance |
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