UnitedAsset.com is a fee based independent registered investment advisory firm serving families, businesses, pensions and foundations.

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United Asset Management

United Asset Management's headquarters in Garden City, NY, United States

Michael V. Riccardi

Shane Miller

Robert Murphy

Cindy Somer

Lee DeLorenzo

Richard M. Sajkoski

The Client Services Team at United Asset Management is dedicated to enhancing client satisfaction and retention by delivering personalized support and ensuring smooth interactions. This team handles client inquiries, manages account updates, and collaborates with other departments to resolve concerns efficiently, ensuring an exceptional client experience across all touchpoints.

Client Services Team

The Investment Strategy Team at United Asset Management develops and implements comprehensive investment strategies to optimize portfolio performance for high-net-worth families, businesses, pensions, and foundations. Utilizing expertise in equities, options, fixed income, portfolio management, trading, and technical analysis, the team conducts in-depth market research and data analysis to craft tailored investment solutions that align with clients' objectives and risk tolerance.

Investment Strategy Team

This department oversees the coordination of office activities and supports executive operations to ensure efficiency.

Administrative Operations

This department focuses on providing support and assistance to clients, ensuring their needs are met and enhancing their overall experience.

Client Services

This department is responsible for developing and managing the financial planning strategies and processes within the organization.

Financial Planning

The Leadership Team at United Asset Management is responsible for setting the strategic direction and vision of the firm, ensuring that investment strategies align with client goals. This team oversees operations, portfolio management, and client relations, fostering a culture of innovation and excellence to enhance service delivery to families, businesses, pensions, and foundations.

United Asset Management

Org chart

Board & advisors

Teams

Client Services Team

Investment Strategy Team

Administrative Operations

Client Services

Financial Planning

Leadership Team

Offices

United Asset Management

Org chart

Board & advisors

Teams

Client Services Team

Investment Strategy Team

Administrative Operations

Client Services

Financial Planning

Leadership Team

Offices

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