Profiel
Mr. Gary R.
Sobelman is a Managing Director at Highline Wealth Management LLC.
Prior to joining Highline Wealth Management LLC in 2010, Mr. Sobelman worked at Convergent Wealth Advisors, Hillview Capital Advisors LLC, CMS Companies and Ryan Beck & Company.
Mr. Sobelman received his BS in Business and Finance from Elon University.
Eerdere bekende functies van Gary Richard Sobelman
| Bedrijven | Functie | Einde |
|---|---|---|
Highline Wealth Management LLC
 Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | Lid van de Investeringscommissie | 31-07-2015 |
Hillview Capital Advisors LLC
 Hillview Capital Advisors LLC Investment ManagersFinance Founded in 1999, Hillview Capital Advisors LLC is a registered investment advisor headquartered in Wayne, Pennsylvania. | Corporate Officer/Principal | - |
Opleiding van Gary Richard Sobelman
| Elon University | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Hillview Capital Advisors LLC
Hillview Capital Advisors LLC Investment ManagersFinance Founded in 1999, Hillview Capital Advisors LLC is a registered investment advisor headquartered in Wayne, Pennsylvania. | Finance |
Highline Wealth Management LLC
Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | Finance |
