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

Business Intelligence

Consulting

Investment Management

Inverness Counsel

Inverness Counsel's headquarters in New York, NY, United States

Philip S. Lawrence

Robert B. Deans III

Patrick Schneider

Henry P. Renard

Ana Lopez

The Leadership Team at Inverness Counsel is responsible for setting the strategic direction of the firm, ensuring compliance with regulatory standards, and fostering a collaborative culture that aligns with the company's mission of guiding clients toward their financial goals. This team combines expertise in investment management, compliance, human resources, and client relations to deliver exceptional service and drive organizational growth.

Leadership Team

The Finance and Investment Team at Inverness Counsel is responsible for managing client portfolios and ensuring alignment with their financial goals. This team conducts thorough market analysis, develops tailored investment strategies, and provides ongoing support and guidance to clients, helping them to navigate their financial futures effectively.

Finance and Investment Team

The Operations Team at Inverness Counsel plays a vital role in ensuring the firm's processes run smoothly and efficiently. They are responsible for managing administrative tasks, overseeing document management, and analyzing operational workflows to enhance service delivery. By coordinating internal activities and supporting client interactions, the team ensures that the firm's wealth management services align effectively with client goals.

Operations Team

The Financial Analysis Team at Inverness Counsel is responsible for conducting in-depth research and analysis of investment opportunities to optimize client portfolios. By evaluating market trends and individual securities, the team works to provide tailored investment recommendations that align with clients' financial objectives, ensuring both growth and risk management in their wealth strategies.

Inverness Counsel

Org chart

Board & advisors

Teams

Leadership Team

Finance and Investment Team

Operations Team

Financial Analysis Team

Offices

Inverness Counsel

Org chart

Board & advisors

Teams

Leadership Team

Finance and Investment Team

Operations Team

Financial Analysis Team

Offices

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