Matthew Serkes

Associate at Emm Wealth

Matthew Serkes's Professional Contact Details

Email (Verified)
****@emmny.com
HQ
(212) 476-5555
Location
New York, New York, US
Company
Emm Wealth
Person Seniority
entry

Matthew Serkes's Current Company Details

Financial advocates...at your side, on your side In 1968, EMM pioneered highly personalized, proactive wealth management advocacy and services for affluent individuals and their families. Now in our ...
Financial advocates...at your side, on your side In 1968, EMM pioneered highly personalized, proactive wealth management advocacy and services for affluent individuals and their families. Now in our fifth decade, we manage approximately $2.3 billion in assets from our offices in New York City. We serve clients across the nation – successful entrepreneurs, industrialists, leaders in the entertainment, legal and financial industries, as well as families with multi-generational wealth. We have always believed that effective wealth management extends beyond monetary assets to every aspect of life that wealth touches. For any life event that affects our clients' financial and personal well-being, our team of wealth management advocates will be there with objective, well-considered advice based on decades of experience. Disclaimer: Content of this site was prepared by EMM, an SEC Registered Investment Adviser. The Like Button feature for this page exists only to facilitate an individual's ability to express their opinion of content of EMM, and is not to be considered a testimonial or endorsement of EMM, its services, or employees. Postings are for informational purposes only and commentaries and articles reflect the current opinion of the author. They are based upon sources and data believed to be accurate and reliable. Any links to other blogs, articles, or sources are for informational purposes only, and are not an endorsement or recommendation. Opinions and forward looking statements expressed are subject to change without notice. This information is not to be used or considered as an offer or the solicitation of an offer to sell or buy any security or to provide investment or tax advice. For more detailed information about EMM and its services, please visit www.emmwealth.com.
Founded Year
1968
Organization Website
emmwealth.com
Organization Languages
English
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Job Functions

Marketing
Support
Media And Commmunication
financial planning tax compliance
wealth management
investment advice
comprehensive reporting
financial planning amp tax compliance
finance
investment management

Matthew Serkes's Work History and Education

EMM Wealth
Associate
2011 - Present

Colleagues at Emm Wealth

Investment Analyst
Senior Investment Analyst
Managing Director, Fiduciary and Family Office Services
Senior Systems Architect, Head of Software Development
Executive Assistant

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