Treasury Partners is a team of 29 investment professionals who deliver a broad array of conservative wealth and cash management services to private clients, family offices, foundations, endowments, and corporations. Services also include an online Money Market Portal and retirement plan consulting. 

Treasury Partners operates on a fully transparent, open architecture platform. 

Richard Saperstein, Treasury Partners Chief Investment Officer, is widely acknowledged for his financial expertise, and has ranked in the top tier on Barron’s annual listing of “Top 100 Financial Advisors” every year since the rankings began in 2004. 

Treasury Partners is registered with HighTower Securities, LLC, member FINRA, MSRB and SIPC & HighTower Advisors, LLC a registered investment advisor the SEC.

Treasury Partners

Richard Saperstein

This department focuses on cultivating leadership skills and strategies within the organization.

Leadership Development

This department focuses on managing and fostering relationships with clients to ensure satisfaction and retention.

Client Relations

This department focuses on overseeing investment strategies and advising clients on wealth management and financial planning.

Investment Management

This department oversees the management of institutional and corporate cash resources, ensuring efficient treasury services and money market operations.

Cash Management Operations

This department is responsible for guiding the strategic direction and overall management of the organization.

Treasury Partners

Org chart

Teams

Leadership Development

Client Relations

Investment Management

Cash Management Operations

Leadership

Offices

Treasury Partners

Org chart

Teams

Leadership Development

Client Relations

Investment Management

Cash Management Operations

Leadership

Offices

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