OneSeven is a different kind of financial firm. In the world of wealth management, where unique experiences are few and far between, our group came together to leave a meaningful mark. Our independent financial advisors strive to deliver true value by looking beyond the balance sheet to provide holistic, customized solutions to each client. Through each and every relationship, we strive to better understand what drives you – your interests, long-term goals, and aspirations for the future, and then we become sounding boards for your ambitions, challenges, concerns and successes, so that we may connect your money to what really matters.


OneSeven

Todd Resnick

Stuart Gertman

Bruce Greenwald

Adam H. Blumenthal

John K. Carey

Betsey Saffar

Brian Bunker

This department provides expert financial advice and guidance to clients to help them achieve their financial goals.

Financial Services

This department focuses on providing personalized financial advice and investment strategies to high-net-worth individuals.

Wealth Management

This department oversees adherence to regulations and internal policies to ensure ethical and legal conduct within the organization.

Compliance Department

This department provides strategic direction and oversight for the organization.

Executive Leadership

This department oversees asset allocation and financial strategies to optimize investment performance.

OneSeven

Org chart

Board & advisors

Teams

Financial Services

Wealth Management

Compliance Department

Executive Leadership

Investment Management

Offices

OneSeven

Org chart

Board & advisors

Teams

Financial Services

Wealth Management

Compliance Department

Executive Leadership

Investment Management

Offices

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