Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.

Investment Management

Offit Capital

Offit Capital's headquarters in New York, NY, United States

Ned Offit

Pamela Berkowitz

Roshni Amin

Christina Stirling

Cindy Yuen

Will Dixon

Todd Petzel

Kevin Mistretta

The Leadership Team at Offit Capital is responsible for setting the strategic vision and direction of the firm, ensuring alignment with clients' long-term financial goals. Comprising experienced executives and investment professionals, the team oversees investment strategies, fosters client relationships, and drives organizational growth while maintaining high standards of service and performance in customized investment management.

Leadership Team

This department focuses on building and maintaining strategic relationships with partners to drive mutual growth and collaboration.

Partnership Management

This department focuses on collecting, processing, and interpreting data to provide insights that inform decision-making.

Data Analysis

This department focuses on various support and collaborative functions within the organization.

Group

This department oversees organizational operations and manages human resource functions to support workforce strategy and development.

Operations and Human Resources

This department manages and oversees the day-to-day operational functions of the organization.

Offit Capital

Org chart

Teams

Leadership Team

Partnership Management

Data Analysis

Group

Operations and Human Resources

Operations Department

Offices

Offit Capital

Org chart

Teams

Leadership Team

Partnership Management

Data Analysis

Group

Operations and Human Resources

Operations Department

Offices

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