First Citizens Bank

10 Wealth Associates in New York

Alex Ingargiola Locations

  • Alex Ingargiola
    Private Banker
    11 W. 42nd Street
    New York, NY 10036
    US
    Areas Served
    New York
    NY
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    M.B.A in Finance from Robert B. Williumstad School of Business at Adelphi University, B.S. with Honors from St. John's University
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam, FINRA Series 63 - Uniform Securities Agent State Law Exam
  • Marcel Pfister
    Private Wealth Advisor
    Mobile Phone
    phone
    (215) 317-7077
    (215) 317-7077
    11 W. 42nd Street
    14th Floor
    New York, NY 10036
    US
    Areas Served
    Mid-Atlantic
    New York
    Focus Areas
    Business Succession and Exit Planning
    Philanthropic Advisory
    Wealth and Investment Planning
    Education
    Drexel University, bachelor’s degree in business administration with a concentration in finance
    Licenses & Registrations
    FINRA Series 65 - Uniform Investment Advisor Law Firm
  • Daniel Koenig
    Private Wealth Advisor
    Mobile Phone
    phone
    (845) 746-1917
    (845) 746-1917
    11 W. 42nd Street
    14th Floor
    New York, NY 10036
    US
    Areas Served
    Mid-West
    Focus Areas
    Asset Allocation
    Investment Planning
    Retirement Planning
    Education
    NYU Stern BS in Finance and Data Science 2022
    Licenses & Registrations
    FINRA Series 65 - Uniform Investment Advisor Law Firm
  • Richard de Villiers
    Private Wealth Advisor
    Mobile Phone
    phone
    (347) 714-4288
    (347) 714-4288
    11 W. 42nd Street
    14th Floor
    New York, NY 10036
    US
    Areas Served
    Mid-Atlantic
    New York
    Focus Areas
    Business Succession and Exit Planning
    Philanthropic Advisory
    Wealth and Investment Planning
    Education
    Bsc Accounting and Finance - University of London (London School of Economics) Post Graduate Diploma in Financial Planning - UFS Certified Financial Planner (South Africa) Certified Exit Planner Program (Exit Planning Institute) Certified Private Wealth Advisor Program (Chicago Booth School of Business)
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,FINRA Series 63 - Uniform Securities Agent State Law Exam,FINRA Series 65 - Uniform Investment Advisor Law Firm ,Life Insurance License
  • Paul Perillo
    Private Wealth Advisor
    Mobile Phone
    phone
    (202) 277-9456
    (202) 277-9456
    11 W. 42nd Street
    14th Floor
    New York, NY 10036
    US
    Areas Served
    Mid-Atlantic
    New York
    Focus Areas
    Business Succession and Exit Planning
    Philanthropic Advisory
    Wealth and Investment Planning
    Education
    Georgetown University, B.S.B.A
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,FINRA Series 63 - Uniform Securities Agent State Law Exam,FINRA Series 65 - Uniform Investment Advisor Law Firm ,FINRA Series 66 - Uniform Combined State Law Exam
  • Christopher L Guarino
    Private Wealth Advisor
    Mobile Phone
    phone
    (845) 406-7204
    (845) 406-7204
    11 W. 42nd Street
    14th Floor
    New York, NY 10036
    US
    Areas Served
    Mid-Atlantic
    New York
    Focus Areas
    Business Succession and Exit Planning
    Philanthropic Advisory
    Wealth and Investment Planning
    Education
    Fordham University - Bachelor of Science
    Licenses & Registrations
    FINRA Series 65 - Uniform Investment Advisor Law Firm ,Certified Financial Planner (CFP®)
  • Mark Childs
    Private Wealth Advisor
    Mobile Phone
    phone
    (617) 510-8200
    (617) 510-8200
    11 W. 42nd Street
    14th Floor
    New York, NY 10036
    US
    Areas Served
    Mid-Atlantic
    New York
    Focus Areas
    Business Succession and Exit Planning
    Philanthropic Advisory
    Wealth and Investment Planning
    Education
    University of Massachusetts Amherst, Bachelor of Arts
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam,FINRA Series 63 - Uniform Securities Agent State Law Exam,FINRA Series 66 - Uniform Combined State Law Exam
  • Andres Coles
    Private Wealth Advisor
    Mobile Phone
    phone
    (646) 244-8310
    (646) 244-8310
    11 W. 42nd Street
    14th Floor
    New York, NY 10036
    US
    Areas Served
    Mid-Atlantic
    New York
    Focus Areas
    Business Succession and Exit Planning
    Philanthropic Advisory
    Wealth and Investment Planning
    Education
    Babson College - (BS) Finance and International Economics International Management Development Institute (IMD) - MBA
    Licenses & Registrations
    FINRA Series 65 - Uniform Investment Advisor Law Firm ,FINRA Series 7 - General Securities Representative Exam,FINRA Series 63 - Uniform Securities Agent State Law Exam
  • Sunny B Patel
    Private Banker
    11 W. 42nd Street
    New York, NY 10036
    US
    Areas Served
    New York
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Certifications
    CUNY Baruch - Bachelors Degree in Business Administration Finance and Investments
    Licenses & Registrations
    FINRA Series 63 - Uniform Securities Agent State Law Exam,FINRA Series 65 - Uniform Investment Adviser Law Exam
  • Timothy Barker
    Senior Portfolio Strategist
    11 West 42nd Street
    New York, NY 10036
    US
    Education & Certifications
    B.A. Siena College J.D. Albany Law School
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