MANAGING DIRECTOR, PRINCIPAL, CHIEF INVESTMENT OFFICER
Richard Saperstein is the managing director, principal, and chief investment officer (CIO) of Treasury Partners, a New York City-based investment team of financial advisors, corporate wealth managers, and private wealth managers.
As an experienced financial advisor in New York, Mr. Saperstein plays a pivotal role in developing and ensuring both the sound financial strategy and high-touch client service that serve as the foundation of Treasury Partners.
By providing direct access to clients and maintaining deep involvement in all investment decisions related to them, Mr. Saperstein and his team provide customized solutions that consistently prioritize the individual needs of clients.
Mr. Saperstein leads a team of 30 wealth management and investment professionals who deliver a broad array of cash, wealth, and asset management services to high net worth individuals and corporate clients.
At the helm of a group of dedicated fiduciary financial advisors, Mr. Saperstein and his team are committed to providing objective and unconflicted advice. Their fiduciary commitmentl obligates them to act only solely in the best interests of their clients.
Key areas where Treasury Partners provides guidance, information, and support include, but are not limited to:
Mr. Saperstein began his career in 1982 at EF Hutton and joined Oppenheimer & Co. in 1987. In 2003, he and his team moved to Bear Stearns. After J.P. Morgan acquired Bear Stearns in 2009, Mr. Saperstein and his team became affiliated with Hightower Advisors and launched Treasury Partners.
In 2025, Mr. Saperstein ranked 4th on the Barron's annual list of America’s “Top 100 Financial Advisors” and 2nd in New York State on Barron's list of “Top 1200 Financial Advisors.” He has ranked in the highest tier of these lists every year since its 2004 inception and is a member of Barron's “Advisors Hall of Fame.”
Mr. Saperstein frequently shares his perspectives on the financial markets in such media as The Economist, The Wall Street Journal, Barron's, and Forbes. He appears regularly on CNBC’s “Halftime Report” and “Closing Bell” and is a guest on Bloomberg Television. Find recent appearances by Mr. Saperstein below.
Mr. Saperstein earned his MBA at New York University’s Stern School of Business, where he currently advises the Michael Price Student Investment Fund.
He is conversant in Italian and is an avid extreme skier and fly fisherman.
Ready to discuss private wealth management, corporate wealth management, or corporate retirement plan oversight and management with Mr. Saperstein and his team of experienced financial professionals?
Fill out the contact form to schedule a complimentary, no-obligation consultation.
