Mr. Saperstein has more than 30 years experience on Wall Street. He is widely acknowledged for his investment acumen, and has ranked in the top tier on Barron’s annual survey of “America’s Top 100 Financial Advisors” every year since the survey was introduced in 2004.
In 2017, he ranked sixth on that survey, and fourth in New York State on Barron’s listing of the country’s “Top 1200 Financial Advisors.” In 2016, Barron’s ranked him fifth among “America’s Top 100 Independent Advisors.”
Mr. Saperstein frequently shares his perspectives on the financial markets in such media as The Economist, The Wall Street Journal, Barron’s, Forbes, Smart Money, AdvisorOne, Kiplinger’s, Financial Week, TheStreet.com, CNBC News, Money Media, Bloomberg, Fox Business News, and The New York Times.
He also has been invited to speak at conferences sponsored by various industry groups, including the Association for Financial Professionals, Tiburon Strategic Advisors, the Investment Management Network, and Index Universe.
Mr. Saperstein began his career in 1982 and joined Oppenheimer & Co. in 1987. In 2003, he and his team moved to Bear Stearns where they established and ran the Corporate Cash Management Group. After J. P. Morgan acquired Bear Stearns in 2009, Mr. Saperstein and his team became affiliated with HighTower Advisors and launched Treasury Partners as an independent Registered Investment Advisor Representative (IAR).
Mr. Saperstein earned his MBA at New York University’s Stern School of Business, where he currently lectures and is an advisor to the Michael Price Student Investment Fund. He is also a member of the Fundacao Dom Cabral International Advisory Council. This business school, which is based in Sao Paolo, Brazil, is dedicated to promoting excellence in executive education in Latin America and throughout the world.
Mr. Saperstein is conversant in Italian, and is an avid salt and freshwater fly fisherman.
Mr. Feit began his career in 1981 with J. B. Hanauer. He became a Financial Advisor in 1982 while with Merrill Lynch, and joined Oppenheimer & Company in 1983. He began his management career with Oppenheimer in 1988, and rose to the position of Managing Director/New York Branch Manager.
In 1999, after 16 years with Oppenheimer, he joined Paine Webber, where he served as Senior Vice President/New York Branch Manager prior to that firm's acquisition by UBS in 2000.
Mr. Feit remained with UBS and became a Managing Director in 2005. Over the course of his career with UBS, he held various senior management positions in New York and New Jersey.
In 2010, he was appointed Director of the firm's Florham Park, New Jersey Complex. In that capacity, he managed 70 Financial Advisors and more than 100 employees, and was responsible for overseeing $9+ billion in client assets.
Mr. Feit holds Series 7, 8, 63 and 65 securities licenses as well as an insurance license.
He is a Magna Cum Laude graduate of Boston University, where he earned his BS degree in Business Administration.
Mr. D’Amico is a member of our Portfolio Management Group. He is responsible for our proprietary investment portfolios, and oversees our private client communications and administrative services.
Mr. D’Amico began his career in 1986 with Oppenheimer & Company, where he was named a Senior Vice President in 1996. Oppenheimer sold its Private Client Division in 2003, and Mr. D’Amico joined Bear Stearns as a Managing Director.
When J. P. Morgan acquired Bear Stearns in 2008, he and the other members of Richard Saperstein’s team affiliated with HighTower Advisors, and Mr. D’Amico played an important role in the launch of Treasury Partners.
In addition to his other responsibilities, Mr. D’Amico is a member of HighTower Advisor’s Group Investment Solutions (GIS) By Choice Investment Committee, which identifies preferred manager and strategy characteristics for both traditional and alternative investments.
He holds Series 7, 8, 63 securities licenses, a Series 65 investment advisor license, and a FINRA Series 9/10 General Securities Sales Supervisor license.
Mr. D’Amico is a graduate of Hunter College with a BA in Economics and Finance. In 2001, he was inducted into the Hunter Athletic Hall of Fame in recognition of his undergraduate achievements in basketball and tennis.
He also directs our short term, fixed income trading operation and our proprietary money market portal.
Mr. Klein began his career in the financial services industry with Oppenheimer & Company in 1996, and was promoted to Director in 2000.
In 2003, he joined Bear Stearns where he assumed the title of Managing Director, and was a founding member of the Cash Management Group. He was also instrumental in the development of Bear Stearns’ online money market portal.
After JP Morgan acquired Bear Stearns in 2009, Mr. Klein affiliated with HighTower Advisors and played a major role in launching Treasury Partners.
He holds Series 7, 63, and 66 securities licenses. Over the 20+ years he has been on Wall Street, he has provided commentary for numerous financial publications, and been invited to present at the Association of Financial Professionals (AFP) annual conference.
Mr. Klein earned a BS in Finance from the State University of New York at Buffalo.
He is responsible for our corporate retirement plan advisory services, especially those relating to 401(k) defined contribution, defined benefit, and non-qualified deferred compensation plans. Mr. Bogner also consults in the areas of control/restricted stock, life insurance/annuities, and estate planning.
He is an adjunct lecturer with The Plan Sponsor University (TRAU) and speaks on subjects pertaining to reducing plan risks and costs. Most recently, he has lectured at New York University, Brooklyn Law School, and the University of Alabama at Huntsville.
Mr. Bogner also is frequently asked to share his perspectives on the retirement plan industry in such publications as Plan Sponsor Magazine and The New York Times.
Mr. Bogner is a Certified 401(k) Professional (C(k)P). He holds Series 7, 31, and 63 securities licenses, a Series 65 investment advisor license, and is life and health insurance licensed.
He is a graduate of Baruch College – The City University of New York, where he majored in Marketing.
Mr. Jones is Treasury Partners’ Senior Portfolio Manager and a member of the Portfolio Management Group. He implements and maintains our fixed income investment portfolios, and invests considerable time communicating with “the Street” and assessing developments within both the bond market and broader financial markets.
Mr. Jones shares his insights on both the fixed income and equities markets with the other members of the Portfolio Management Group during their weekly conference.
He also is the author of the Treasury Partners blog, and a frequent contributor to our Portfolio Tactics reports, which provide an overview of prevailing economic trends and how these trends are impacting our client portfolios.
Mr. Jones is a graduate of Connecticut College with a BA in History and a minor in Applied Microeconomics.
He is a member of our Portfolio Management Group. His responsibilities include performing top-down, macro due diligence and developing investment strategies across fixed income, equity, and ETF markets.
Mr. Martone holds a Series 7 and 63 securities licenses and he has earned the right to use the Chartered Financial Analyst designation.
He is a graduate of the University of Connecticut with a BS in Finance, and is currently pursuing his MBA.
He began his career as an investment advisor in 2009 with MetLife Securities, and was with Morgan Stanley Smith Barney and Sontag Advisory prior to joining Treasury Partners as a Director in 2014.
Mr. Riemer is a member of our Wealth Management Group, and advises high net worth individuals, families, trusts and estates on a broad range of issues, including investments, balance sheet considerations, and asset preservation.
He is the author of several financial planning and wealth management articles pertaining to members of the legal community. These articles have been published in Law360, a widely read online news service, which features legal news and analysis.
He holds a Series 65 Securities License, and is life and health insurance licensed. He is a retired member of the New York State Bar.
Mr. Riemer earned his Bachelor of Arts degree at the State University of New York at Albany.
He is a member of our Wealth Management Group and advises high net worth individuals, families, trusts, estates and various non-profits on a broad range of wealth management disciplines.
Mr. Winters is also responsible for producing our annual financial literacy seminars, which are designed to educate younger generations on topics ranging from “The Concept of Money” to “The Power of Investing.”
He is a CERTIFIED FINANCIAL PLANNER™ and has earned the right to use the Chartered Financial Analyst ® designation. He holds Series 3, 7, 63, 66 securities licenses, and is life and health insurance licensed.
Mr. Winters earned his BA at the University of Pennsylvania, and studied at the Hong Kong University of Science and Technology School of Business and Management.
He and his wife and son live in lower Manhattan.
In addition to his involvement in equity trading, his responsibilities include asset allocation structuring and implementation, ongoing portfolio monitoring, and client relations.
Mr. Bilewich holds Series 7 and 66 securities licenses.
He is a graduate of Iona College with a BA in Public Relations.
Mr. Saad conducts ongoing evaluations of the equity and fixed income portfolios strategies we manage internally, and monitors the investment managers we engage to run selected equity, fixed income, and alternative strategies.
He also is responsible for maintaining data integrity in our various reporting engines and for the accuracy of our client reports.
Mr. Saad holds Series 7 and 66 securities licenses, and has earned the right to use the Chartered Financial Analyst designation.
He is a 2008 graduate of the University of Notre Dame with a BBA in Finance and History.
She began her career in 1994 with the Private Client Division of Oppenheimer & Company, and was responsible for coordinating that firm’s branch office administrative operations throughout the United States and Europe.
Ms. Thumen has been associated with Richard Saperstein since 2004, and currently oversees a broad range of administrative services on behalf of the Treasury Partners team and our private and corporate clients.
He is a member of our Cash Management Group and is responsible for monitoring our online Money Market Portal, and for delivering a broad range of detailed account support to our corporate clients.
Mr. Kim also is responsible for conducting pre- and post-trade reviews on behalf of our Portfolio Management Group to ensure that client portfolios remain compliant with their investment policy guidelines.
He holds Series 7 and 63 securities licenses.
Mr. Kim is a graduate of Binghamton University with a BA in Political Science.
He analyzes municipal issuers' outstanding debt, and performs related quantitative analytics with the objective of identifying high quality credits with competitive pricing and yields.
Mr. Beniak also is responsible for tax-exempt trades in our discretionary fixed income portfolios, and otherwise assists in managing those strategies.
He holds a Series 7 securities license and has earned the right to use the Chartered Financial Advisor designation.
Mr. Beniak is a graduate of Yale University where he was a double major in Economics and Political Science. He is fluent in Polish.
He is the Senior Operations Associate within our Wealth Management Group, and oversees the broad range of administrative support services he and his associates provide to our private clients.
These services include account documentation preparation and assisting clients in processing the requisite forms, disbursing funds, addressing compliance protocols, and interacting with clients and third party vendors.
Mr. Ahouse also works with our Portfolio Management Group. In that capacity, he is engaged in balancing our discretionary portfolios when necessary to ensure they remain in conformity with our target allocations.
He is a CERTIFIED FINANCIAL PLANNER™ and holds Series 3, 7, and 66 Securities licenses and a FINRA Series 9/10 General Securities Sales Supervisor license. He also is life, accident, and health insurance licensed.
Mr. Ahouse earned his BS degree in Finance from Muhlenberg College where he was a four-year letterman in varsity football, and team captain in his senior year.
In addition to guiding new clients through the account opening process, her responsibilities include assisting clients, when necessary, in accessing their online reports and statements, as well as providing tax data, disbursing funds, and processing wire transfers.
She also assists in implementing updates to client portfolios, and prepares materials in advance of client and prospective client meetings.
Ms. Falk is a graduate of the University of Wisconsin, where she majored in Sociology with a concentration in Analysis and Research.
She also studied in Spain at the Universidad de Sevilla, and is conversant in Spanish.
Mr. Gianis is a member of our Corporate Cash Management Group. His responsibilities include executing Money Market Portal trades, processing wire transfers, and conducting online demonstrations of the Portal and its multilevel functionality.
In addition to a variety of services he delivers to our Portal clients, Mr. Gianis assists them in utilizing the Clearwater Analytics and Reporting System, and prepares accounting data, tax lot summaries, and portfolio holdings and other reports in advance of client meetings.
Mr. Gianis holds Series 6 and 7 securities licenses.
He earned his BA in economics at Bucknell University, and is an active member of the University’s Alumni Association and its Ambassador Program.
He is a member of our Wealth Management Group, and is responsible for delivering a broad range of client services, including operational support, custodial interactions, processing manager strategies, trades, cash and wire transfers, client-requested follow ups, document preparation, and performance reporting delivery.
Mr. Maizels holds Series 7 and 66 securities licenses, and was awarded a certificate in Personal Financial Planning from the University of California at Irvine. He is a candidate for designation as a CERTIFIED FINANCIAL PLANNER™.
Mr. Maizels is a Cum Laude graduate of Chapman University, where he earned his B.S. in Business Administration with a dual emphasis in Finance and Entrepreneurship.
She is a member of our Corporate Cash Management and Wealth Management Groups, and is responsible for administering our reporting systems.
Ms. Nestle is a graduate of the City University of New York with a BS in Economics, and of Pace University, where she earned her MBA in Finance.
He is a member of our Corporate Cash Management Group, and is responsible for processing the overnight Euro and Sterling money market fund trades placed via our online Money Market Portal.
Mr. Shlomovich also provides a broad range of administrative and operational services on behalf of our corporate clients.
He attended the College of Staten Island, CUNY.
In addition to holding our clients’ assets, Pershing also processes wire transfers, prices securities, provides audit confirmations, and issues trade confirmations and client statements.