Susan Warren Sofronas
Directeur/Membre du Conseil chez ELEMENT SOLUTIONS INC
Fortune : 4 830 $ au 31/05/2024
Profil
Ms. Susan W.
Sofronas is a Managing Director at Geller Advisors LLC.
She is responsible for the development of both short and long term strategic planning, and serves on the firm’s Investment Committee.
Her primary focus is to help clients achieve their wealth goals through effective integrated wealth planning and investment management.
She has over thirty years of experience in family office services advising families on all aspects of wealth management.
This includes investments, financial management, and wealth transfer strategies.
She is expertise in developing, advising, implementing and managing clients’ investment portfolios across all asset classes including hedge funds, private equity and real estate.
Prior to joining Geller Advisors, Ms. Sofronas advised high net worth individuals at BBR Partners, Citigroup’s Private Bank, Morgan Stanley and Sanford C.
Bernstein.
Earlier in her career, she lived in London where she served a large international client base as a management consultant.
She received a BS in Finance and Investments from Babson College.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
ELEMENT SOLUTIONS INC
0,00% | 04/06/2024 | 201 ( 0,00% ) | 4 830 $ | 31/05/2024 |
Postes actifs de Susan Warren Sofronas
| Sociétés | Poste | Début |
|---|---|---|
| ELEMENT SOLUTIONS INC | Directeur/Membre du Conseil | 04/06/2024 |
Geller Advisors LLC
 Geller Advisors LLC Investment ManagersFinance Geller Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Geller as Geller Family Office Services LLC in 2004. They are a wholly-owned subsidiary of Geller Holdings II LLC, which is further owned by Geller & Co. LLC. Geller Advisors provides integrated wealth management services to ultra-high-net worth individuals, families, their related entities, trusts, estates, charitable organizations, and other business entities as well as private funds (Geller Funds). | Membre du Comité d'Investissement | 01/11/2010 |
Anciens postes connus de Susan Warren Sofronas
| Sociétés | Poste | Fin |
|---|---|---|
BBR Partners LLC
 BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Corporate Officer/Principal | 01/06/2010 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Corporate Officer/Principal | - |
Formation de Susan Warren Sofronas
| Babson College | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| ELEMENT SOLUTIONS INC | Process Industries |
| Entreprise privées | 4 |
|---|---|
Geller Advisors LLC
Geller Advisors LLC Investment ManagersFinance Geller Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Geller as Geller Family Office Services LLC in 2004. They are a wholly-owned subsidiary of Geller Holdings II LLC, which is further owned by Geller & Co. LLC. Geller Advisors provides integrated wealth management services to ultra-high-net worth individuals, families, their related entities, trusts, estates, charitable organizations, and other business entities as well as private funds (Geller Funds). | Finance |
BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Finance |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
