Harvey Wacht
Portefeuillebeheerder-Aandelen bij Shufro, Rose & Co. LLC
Profiel
Mr. Harvey Wacht, CPA, is a Principal & Senior Financial Advisor at Shufro, Rose & Co. LLC.
He joined Shufro Rose in 2001 and was named a Principal in 2003.
He leads the Wacht Group.
Mr. Wacht worked at the accounting firm of Oppenheim, Appel, Dixon & Co. in 1972.
Prior to joining Shufro Rose, he was Senior Vice President and Director of Private Client Services at Herzog, Heine, Geduld Inc. He also managed investment portfolios for Herzog’s retirement plans, served on the firm’s Executive Committee, and was Herzog’s Chief Financial Officer from 1976-1981.
In addition, from 1975-1988 he held positions as Treasurer of Mutual Shares Corp.
(now part of Franklin Templeton) and its registered investment adviser, Heine Securities Corp.
He graduated with a BBA in Accounting from Baruch College in 1967.
Actieve functies van Harvey Wacht
| Bedrijven | Functie | Begin |
|---|---|---|
Shufro, Rose & Co. LLC
 Shufro, Rose & Co. LLC Investment ManagersFinance Shufro, Rose & Co. LLC (SRC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded as a partnership in 1938 and was converted to an LLC in 1997. SRC provides investment management and advisory services to separately managed accounts of individuals, high net-worth individuals, trusts and estates, retirement accounts, businesses and charitable organizations on a discretionary and non-discretionary basis. | Portefeuillebeheerder-Aandelen | 01-01-2001 |
Eerdere bekende functies van Harvey Wacht
| Bedrijven | Functie | Einde |
|---|---|---|
Herzog, Heine, Geduld LLC
 Herzog, Heine, Geduld LLC Investment Banks/BrokersFinance Herzog, Heine, Geduld LLC provides financial and brokerage services. It offers full-service brokerage and clearing services. The company also offers online portfolio accounting with the PAWWS system. Herzog Heine Geduld was founded in 1926 and is headquartered in Jersey City, NJ. | Corporate Officer/Principal | - |
Opleiding van Harvey Wacht
| Baruch College | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
Shufro, Rose & Co. LLC
Shufro, Rose & Co. LLC Investment ManagersFinance Shufro, Rose & Co. LLC (SRC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded as a partnership in 1938 and was converted to an LLC in 1997. SRC provides investment management and advisory services to separately managed accounts of individuals, high net-worth individuals, trusts and estates, retirement accounts, businesses and charitable organizations on a discretionary and non-discretionary basis. | Finance |
Herzog, Heine, Geduld LLC
Herzog, Heine, Geduld LLC Investment Banks/BrokersFinance Herzog, Heine, Geduld LLC provides financial and brokerage services. It offers full-service brokerage and clearing services. The company also offers online portfolio accounting with the PAWWS system. Herzog Heine Geduld was founded in 1926 and is headquartered in Jersey City, NJ. | Finance |
