Zachary Hunter Gering
Portfolio Manager-Equities at Wealthspire Advisors LLC
Profile
Mr. Zachary H.
Gering is a Managing Director at Wealthspire Advisors LLC.
He serves as an Advisor and Managing Director of the firm.
Mr. Gering works with clients to develop, implement and oversee solutions that integrate investment, cash flow, insurance, tax and estate planning into a comprehensive strategy.
He enjoys helping clients plan for and work through their unique financial situations.
He is also responsible for the design and oversight of the New York office’s Associate Program.
Mr. Gering previously worked as a Senior Analyst at Citco Fund Services, Hedge Fund Administration Group and a Staff Accountant at RMSB&G.
He received his BS degree in Accounting and Finance from Syracuse University.
He is a Certified Financial Planner.
Zachary Hunter Gering active positions
Companies | Position | Start |
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Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Portfolio Manager-Equities | 2012-01-31 |
Training of Zachary Hunter Gering
Syracuse University | Undergraduate Degree |
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Private companies | 1 |
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Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-egistered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are wholly-owned by Wealthspire Holdings LLC and their ultimate parent is NFP Ultimate Holdings LLC. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Finance |
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