Les Satlow, CFA, CFP® - Email & Phone Number

Senior Vice President, Investment Manager at Clarfeld | Citizens Private Wealth

Les Satlow, CFA, CFP® is based out of Andover, Massachusetts, United States and works at Clarfeld | Citizens Private Wealth as Senior Vice President, Investment Manager.

Les Satlow, CFA, CFP®'s Contact Information

Latest update

May 21, 2024

Location

Andover, Massachusetts, United States

Les Satlow, CFA, CFP®'s Work History

Senior Vice President, Investment Manager

Citizens Private Wealth

Sep 2017 - Present

Visiting Instructor: Investment/Security Analysis

Salem State University

2009 - Present

Sr. Portfolio Manager & Director of Research

NEIRG Wealth Management

Jul 2014 - Sep 2017

Les Satlow, CFA, CFP®'s Education

Johns Hopkins School of Advanced International Studies (SAIS)

1995 - 1997

Washington University in St. Louis

1987 - 1991

AHS

Les Satlow, CFA, CFP®'s Skills

Portfolio Management

Wealth Management

Personal Financial Planning

Alternative Investments

Equity Research

Investment Advisory

Les's current employer

Clarfeld | Citizens Private Wealth

Description

Website

clarfeld.com

HQ Location

Tarrytown, New York, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 2, 2024

Read about Clarfeld | Citizens Private Wealth

Frequent questions about Les Satlow, CFA, CFP®

What company is Les Satlow, CFA, CFP® working for?

Les Satlow, CFA, CFP® works for Clarfeld | Citizens Private Wealth.

What is Les Satlow, CFA, CFP®'s function at Clarfeld | Citizens Private Wealth?

Les Satlow, CFA, CFP® is Senior Vice President, Investment Manager at Clarfeld | Citizens Private Wealth.

Where is Les Satlow, CFA, CFP® based?

Les Satlow, CFA, CFP® is based out of Andover, Massachusetts, United States.

Who are Les Satlow, CFA, CFP®'s co-workers?

Les Satlow, CFA, CFP®'s colleagues are Deno Mokas.

Les's co-workers

Deno Mokas

SVP - Portfolio Manager

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