Insigneo, a leading international wealth management firm, is thrilled to announce the addition of Eric Serfaty as Senior Vice President to its New York office. With a diverse background and an impressive track record, Eric's expertise further bolsters Insigneo's commitment to delivering exceptional financial solutions to its global clientele.
A seasoned professional with over three decades of experience in international wealth management, Eric Serfaty brings a wealth of knowledge to Insigneo. Fluent in four languages – French, English, Spanish and Portuguese - Eric has developed strong relationships with clients in Latin America, Europe & US.
Eric's career began at Republic National Bank, where he honed his skills for 14 years. His extensive experience has been further enriched by his tenure at renowned institutions like UBS International, Smith Barney, and Oppenheimer. With a passion for delivering personalized financial strategies, Eric's holistic approach and dedication have consistently garnered client trust and loyalty.
With a distinguished career dedicated to cultivating client relationships and delivering tailored financial solutions, Eric Serfaty is set to make a significant impact as part of the Insigneo team. His joining underscores Insigneo's dedication to fostering financial prosperity for its clients in New York and beyond.
Eric Serfaty, in anticipation of his new role, commented: "I am proud to join a company of Insigneo’s caliber, where international business is their main focus and strives in providing great service to their clients."
Commenting on this addition to the team, Alfredo J. Maldonado, Managing Director and Market Head for New York and the US Northeast Region, expressed his enthusiasm, stating, "We are excited to have Eric join our Insigneo team in NYC. He has a deep understanding of his clients’ needs and his proven track record will be an added value to Insigneo’s global brand."
Eric Serfaty's appointment comes at a pivotal moment in Insigneo's expansion journey in New York. This announcement closely follows the incorporation of Alfredo Maldonado, a move that reaffirms the company's commitment to expanding its presence and enhancing its financial offerings in this dynamic market.
About Insigneo:
Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon’s Pershing to provide a fully integrated, best-in-class independent wealth management platform. With over $21B in supported customer assets, Insigneo empowers more than 440 investment professionals serving over 30,000 clients. For more information, visit www.insigneo.com.
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Contacts
Deborah Hartmann
Newlink Group
deborah.hartmann@newlink-group.com
