Profiel
Mr. Christopher S.
Conigliaro is a President & Chief Investment Officer at SOA Wealth Advisors LLC.
He has been in the financial services industry for more than 27 years.
Mr. Conigliaro was previously employed as a President & Chief Investment Officer by Seasons of Advice Wealth Management LLC.
He worked at Merrill Lynch and Oppenheimer, the Seaford, Long Island and Ameriprise.
He received his undergraduate degree from Hofstra University in 1993.
Actieve functies van Chris Conigliaro
| Bedrijven | Functie | Begin |
|---|---|---|
SOA Wealth Advisors LLC
 SOA Wealth Advisors LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., SOA Wealth Advisors LLC is a financial planning and investment management company based in New York, NY. SOA Wealth Advisors offers custom-designed strategies to suit the individual needs of each client, integrating financial advice and strategic planning with the natural flow of their life and money. The company's unique approach to a traditional discipline addresses finances according to the seasonal flow of clients' lives, aligning with natural processes. The company's fiduciary approach to investment management is rigorous and methodical, yet personal. The company offers fact sheets and podcasts to help clients make more effective choices and stay up-to-date on socially inspired investing trends. The company was founded in 2020 by Charles Hamowy, who has been the CEO since then. | President | 01-11-2020 |
Eerdere bekende functies van Chris Conigliaro
| Bedrijven | Functie | Einde |
|---|---|---|
Seasons of Advice Wealth Management LLC
 Seasons of Advice Wealth Management LLC Investment ManagersFinance Seasons of Advice Wealth Management LLC provides investment advice. The private company is based in New York, NY. The company was founded in 1990 by Charles Hamowy. Charles Hamowy has been the CEO since 1990. | President | 01-01-2020 |
Opleiding van Chris Conigliaro
| Hofstra University | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Seasons of Advice Wealth Management LLC
Seasons of Advice Wealth Management LLC Investment ManagersFinance Seasons of Advice Wealth Management LLC provides investment advice. The private company is based in New York, NY. The company was founded in 1990 by Charles Hamowy. Charles Hamowy has been the CEO since 1990. | Finance |
SOA Wealth Advisors LLC
SOA Wealth Advisors LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., SOA Wealth Advisors LLC is a financial planning and investment management company based in New York, NY. SOA Wealth Advisors offers custom-designed strategies to suit the individual needs of each client, integrating financial advice and strategic planning with the natural flow of their life and money. The company's unique approach to a traditional discipline addresses finances according to the seasonal flow of clients' lives, aligning with natural processes. The company's fiduciary approach to investment management is rigorous and methodical, yet personal. The company offers fact sheets and podcasts to help clients make more effective choices and stay up-to-date on socially inspired investing trends. The company was founded in 2020 by Charles Hamowy, who has been the CEO since then. | Finance |
