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

Todd Petzel

Pamela Berkowitz

Roshni Amin

Christina Stirling

Cindy Yuen

Kevin Mistretta

Will Dixon

The Client Operations team at Offit Capital is dedicated to ensuring seamless communication and service delivery between the firm and its clients. They manage client onboarding, reporting, and support, while also addressing client inquiries and operational needs. The team plays a crucial role in enhancing client satisfaction by providing a tailored and efficient experience that aligns with each client's unique investment goals.

Client Operations

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

The Investment Analysts team at Offit Capital is responsible for conducting in-depth research and analysis to support investment decisions tailored to clients' financial goals. They evaluate market trends, assess asset performance, and generate detailed reports to guide portfolio managers in optimizing investment strategies. Additionally, the team collaborates with operations and data analysts to ensure accurate reporting and efficient execution of investment initiatives.

Investment Analysts

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

Operations Department

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

Partnership Management

This department provides guidance and analysis to clients, ensuring their needs are met effectively.

Offit Capital

Org chart

Teams

Client Operations

Leadership Team

Investment Analysts

Operations Department

Partnership Management

Client Advisory

Offices

Offit Capital

Org chart

Teams

Client Operations

Leadership Team

Investment Analysts

Operations Department

Partnership Management

Client Advisory

Offices

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