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United Asset Management

34 people · 0 jobs
‌

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

Industries

Consulting, Finance

Headquarters

Garden City, United States

Employees

11-50

Links

Org chart

Michael V. Riccardi
President
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Robert Murphy
Chief Operating Officer
Matt DeLorenzo
Chief Executive Officer
Thomas F. Healy III
Chief Portfolio Strategist
Erin A. Gibbons
Executive Director, Financial Planning
Robin Bischoff
Managing Director, Client Experience

Board & advisors

Lee DeLorenzo
Co-Founder
Richard M. Sajkoski
Portfolio Manager & Financial Advisor
Cindy Somer
Financial Advisor

Teams

+5

Financial Planning and Advisory

9 people · 0 jobs

+2

Client Services Team

6 people · 0 jobs

+2

Investment Strategy Team

6 people · 0 jobs

+1

Leadership Team

5 people · 0 jobs

Offices

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