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Inverness Counsel

19 people · 0 jobs
‌

Inverness Counsel is a wealth management firm that offers advice to its clients to meet both their short-term and long-term goals.

Industries

Business Intelligence, Consulting

Headquarters

New York, United States

Employees

11-50

Links


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Philip S. Lawrence
President & CEO
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Henry P. Renard
EVP
Patrick Schneider
Operations Manager
Michael C. Ajello, Jr.
Portfolio Manager & Security Analyst

Board & advisors

Ana Lopez
Wealth Advisor

Teams

+3

Leadership Team

7 people · 0 jobs

Finance and Investment Team

3 people · 0 jobs

PP

Operations Team

4 people · 0 jobs

Financial Analysis Team

3 people · 0 jobs


Offices

  • HQ

    4 people · 0 jobs

    RI

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