Richard Saperstein is Managing Director, Principal, and Chief Investment Officer of Treasury Partners in New York, NY. He leads a team of 25 professionals who deliver a broad array of cash and wealth management services to corporate and private clients.
Richard has more than 35 years of experience on Wall Street. He spent 16 years at Oppenheimer & Co. before his team moved in 2003 to Bear Stearns, where they established and ran the Corporate Cash Management Group.
He and his team became affiliated with HighTower Advisors in 2009 and launched Treasury Partners.
Richard has ranked in the top tier on Barron’s annual listing of “America’s Top 100 Financial Advisors” every year since the survey was introduced in 2004. In 2018, he ranked 12th on that survey and tenth among “America’s Top 100 Independent Wealth Advisors”
In 2019, Barron’s ranked him fourth in New York State among the country’s “Top 1,200 Financial Advisors,” and Forbes named him fourth in New York City on its “Best Private Wealth Advisors” listing.
Richard earned his MBA at New York University’s Stern School of Business, where he currently advises the Michael Price Student Investment Fund. He is a member of the National Federation of Municipal Analysts, and of the Fundacao Dom Cabral International Advisory Council in Sao Paolo, Brazil.
Mr. Feit has been on Wall Street for more than 30 years, and was with UBS Financial Services prior to joining Treasury Partners in 2012. As our Chief Operating Officer, he oversees our client services, investment management, finance, compliance, and operations areas.
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 1997. 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’s Wealth Management's Alternative Investment Panal, which reviews various alternative investment strategies.
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’s Athletic Hall of Fame in recognition of his undergraduate achievements in basketball and tennis.
Mr. Bogner joined Treasury Partners in January 2011, after 11 years with Morgan Stanley Smith Barney in the Private Wealth Management division.
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. Klein is head of our Corporate Cash Management Group. In that capacity, he oversees the custom fixed income strategies we implement on behalf of clients electing to outsource responsibility for portfolio management, compliance monitoring, credit reporting, and liquidity management.
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.
After earning his law degree at Yeshiva University in 2004, Mr. Riemer was a practicing attorney with Mintz, Levin. He subsequently joined Jones Lang Lasalle, one of the country’s leading real estate firms.
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.
Mr. Winters began his career in the financial services industry in 2006, and was with the Private Wealth Management divisions of UBS and Sanford Bernstein prior to joining Treasury Partners in 2013.
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 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, son and daughter live in lower Manhattan.
David Zoll has more than 35 years of executive management and client advisory experience in the financial services industry. He joined Treasury Partners in 2019.
He began his career in 1983 with E.F. Hutton & Co. and joined PaineWebber & Co. in 1989. He remained with PaineWebber after UBS acquired the company in 2000.
In 2000, Mr. Zoll was promoted to lead The New York Metro Region, and in 2002, he was named Director of National Sales at UBS PaineWebber. He was appointed Head of Marketing Strategy and Development in 2005. Mr. Zoll was an Executive Vice President and a member of the UBS Wealth Management Executive Committee US and the UBS Global Management Board. He received the coveted UBS Global Chairman’s Award in recognition of his many significant contributions to the firm. Mr. Zoll was also a member of the Securities Industry Association Sales and Marketing Committee.
In 2007, Mr. Zoll founded the DZ Development Group, a company engaged in real estate development and related entrepreneurial enterprises. He is also the co-founder of Parentgiving.com, LLC.
Mr. Zoll joined Barclays Wealth in 2009 as a Director to provide customized wealth management and advisory services to high-net-worth investors and their families.
In 2012, Mr. Zoll joined Fieldpoint Private as a Managing Director and Senior Advisor, where he continued to provide comprehensive advice to high-net-worth private clients, foundations, pension plans and family offices.
Mr. Zoll holds the Series 7, 8, 15, 24, 63 and 65 licenses. He is a Magna Cum Laude, Phi Beta Kappa graduate of Clark University, where he earned a BA in Government.
Mr. Zoll and his wife, Lori, live in New York City. They have two grown children who have recently started their own careers. He is an avid Boston sports fan and coin collector.
Mr. Jones began his career in the financial services industry in 1997 with AIG International. He has been associated with David D’Amico and Steven Feit since 1998, and joined Richard Saperstein at CIBC Oppenheimer in 2002.
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.
Mr. Martone began his career in the financial services industry in 2002 with General Electric Asset Management, and was a fixed income corporate research analyst prior to joining Treasury Partners in 2009.
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.
Mr. Bilewich began his career in the financial services industry in 2007, and joined Treasury Partners in 2009 as a member of the Wealth Management Group.
His primary focus is on structuring customized asset allocations, which reflect his comprehensive analysis of a client’s current financial profile and objectives. He involves our clients’ accountants, attorneys, and other professional advisors in the planning and advisory process in pursuing comprehensive wealth management solutions.
Once the investment strategy is implemented, Mr. Bilewich monitors, evaluates, and refines the strategy as appropriate. He also plays an essential role in all aspects of client communications, trading, and outside manager selection.
Mr. Bilewich holds Series 7 and 66 securities licenses, and is a graduate of Iona College with a BA in Public Relations.
Mr. Saad began his career in 2008 with J.P. Morgan and joined Treasury Partners in 2009. He is a member of our Portfolio Management Group with primary responsibilities in the areas of portfolio analytics, research and reporting, investment due diligence, and third party manager analysis.
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.
Mr. Kim began his career in the financial services industry in 2005, and was a financial advisor with Citi Smith Barney prior to joining Treasury Partners in 2009.
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.
Ms. Thumen has more than 20 years experience on Wall Street.
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.
Mr. Beniak joined Treasury Partners in May 2015 as a municipal analyst with our Portfolio Management Group. He previously was a senior analyst with Public Financial Management, a financial advisor to state and local governments and other public sector institutions.
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 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.
Mr. Ferguson began his career on Wall Street in 1986 with Merrill Lunch and subsequently was with Paine Webber, Oppenheimer & Company, and JP Morgan/Bear Stearns.
Prior to joining Treasury Partners in 2018, he was a private consultant to brokers, bankers, hedge funds, registered investment advisors, and equity firms, which he advised on various operational, technological, asset management, risk management, regulatory, and compliance protocols.
Mr. Ferguson is head of our Private Client Services Group, which is responsible for providing administrative support on behalf of our high net worth clients. These services include preparation of account documents and related legal forms, disbursing funds, processing manager strategies, trades and performance reports, and assessing and addressing a range of compliance issues.
He holds Series 3, 4, 7, 8, 14, 23, and 63 securities licenses.
Mr. Ferguson is a graduate of Montclair State University, where he earned his Bachelor of Business Administration with a concentration in finance.
Ms. Pifer joined Treasury Partners in 2019 as a member of our Wealth Management team. Her core areas of focus are portfolio analytics, performance reporting, and delivering a customized and differentiated client experience.
Previously, she was an Associate Advisor at Fieldpoint Private in New York City, where she partnered with David Zoll, who led one of the firm’s most successful advisory practices.
Ms. Pifer began her career in financial services in 2007 as an Analyst in the Equity Sales and Trading division at Lehman Brothers. She later transitioned to Barclays Wealth during the 2008 merger.
At Barclays Wealth, she was part of Team Zoll, focused on servicing high-net-worth clients, private foundations and privately-held companies. Ms. Pifer was awarded the Barclays US Citizenship Award for spearheading philanthropic opportunities for the Barclays Wealth division. In 2012, she was also an appointed member of the firm’s Analyst Advisory Committee.
Ms. Pifer holds the Certified Financial Planner™ (CFP®) designation, as well as the Series 7 and 66 licenses.
She is a graduate of St. Lawrence University with a BA in Government. She enjoys playing tennis, is a New York sports fan, and lives in northern New Jersey with her husband, Randy, and their daughter.
Mr. Maizels serves as the Wealth Management Group’s financial planning analyst and is responsible for continuing to build our financial planning process. He employs a variety of tools in assessing clients’ and prospective clients’ financial profiles and supporting our advisors in developing customized, goals-based financial plans.
He is also 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.
Prior to joining Treasury Partners, Mr. Maizels was an Associate with ICG Advisors, a privately owned investment management-consulting firm headquartered in Los Angeles.
He holds Series 7 and 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER™.
Mr. Maizels is a Cum Laude graduate of Chapman University where he earned his B.S. degree in Business Administration with a dual emphasis in Finance and Entrepreneurship.
Ms. Falk joined Treasury Partners in 2013 as a member of our Wealth Management Group.
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.
As a college undergraduate, Mr. Wrona served internships with the Platinum Rapid Funding Group, Deloitte Tax, and Treasury Partners. He joined Treasury Partners as an Associate with the Corporate Cash Management Group in August 2017.
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 broad range of services he provides on behalf of our Portal clients, Mr. Wrona 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 our client meetings.
Mr. Wrona holds Series 7 and 66 securities licenses.
He is a graduate of the Jack F. Welch College of Business, Sacred Heart University, where he earned his Bachelor of Science Degree with a dual major in Finance and Accounting.
Prior to joining Treasury Partners in 2018, Ms. Long was a data operations associate with Flexport in New York City. She is a member of our Private Client and Corporate Retirement Plan Advisory Groups.
In addition to her administrative responsibilities within our wealth management platform, she supports our retirement plan consulting platform in the areas of new business development and in servicing our 401(k) defined contribution, defined benefit, and non-qualified deferred compensation plan clients.
Ms. Long is a graduate of the Michael F. Price College of Business at the University of Oklahoma, with a dual major in Finance and Energy Management.
Prior to joining Treasury Partners in 2018, Ms. Koganski was an investment analyst and Director of Client Services with Hyperion Wealth Advisors in New York City.
As a member of our Wealth Management Group, she assists in the delivery of a broad range of administrative services. These include implementing portfolio updates, disbursing funds, processing trades and wire transfers, monitoring manager strategies, and preparing performance and tax data reports.
Ms. Koganski holds Series 7 and 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER™. She is also a licensed Insurance Agent in Life and Disability Income.
Ms. Koganski is a graduate of Bentley University where she earned her Bachelor of Science in Economics and Finance and a Master of Science in Financial Planning.
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