HM

Henry Monaco

Client Services Associate at Rockit Solutions, LLC

Henry Monaco, MS, has accumulated extensive experience in the finance and wealth management sectors. Currently serving as a Client Services Associate at Fi-Tek Wealth Solutions since May 2021, Henry previously completed a Financial Analyst Internship at Asterion Wealth Advisory Group, where recognition of gaps in wealth management projects enhanced risk control and customer relationship management. As a Fundamental Analyst and Morningstar Liaison for the Iona College Endowment Fund, Henry conducted comprehensive industry analysis and developed a discounted cash flow model. Earlier experience includes serving as a Summer Financial Analyst at Ditch Plains Capital Management, where analysis of clinical phase trial data aided in identifying investment opportunities in the Pharma industry. Henry holds a Master’s degree in Finance with a focus on Equity Research from Iona University, complemented by a Bachelor’s degree from the same institution.

Location

Mahopac, United States

Links

Previous companies


Org chart

This person is not in the org chart


Teams


Offices


Rockit Solutions, LLC

Rockit Solutions, LLC is a provider of an outsourced data aggregation & reporting solution to family offices, investment advisors, trust companies & other institutions


Employees

51-200

Links