Tanya Shivdat Walliser
Corporate Officer/Principal bij Condor Capital Management
Profiel
Ms. Tanya S.
Walliser is an EVP of Client Service & Financial Planning at Condor Capital Management.
She has been a member of the Condor Capital team since June 2008.
She has held several positions at Condor over the years, she currently spends her time working with clients to achieve their goals and objectives in all areas of their financial life.
She is particularly versed in estate planning for high net worth families and has worked with clients, attorneys, and accountants to settle many complex estates.
She received her undergraduate degree from the University of Maryland.
She is Series 65 certified and earned her CERTIFIED FINANCIAL PLANNERTM designation in January 2014.
Actieve functies van Tanya Shivdat Walliser
| Bedrijven | Functie | Begin |
|---|---|---|
Condor Capital Management
 Condor Capital Management Investment ManagersFinance Condor Capital Management, dba Condor Capital Wealth Management (Condor Capital), is an employee-owned, SEC-registered investment advisor headquartered in Martinsville, New Jersey. The firm was founded by Kenneth Schapiro in 1988. Condor Capital provides discretionary and/or non-discretionary investment advisory services on a fee-only basis to individuals, business entities, trusts, pension and profit-sharing plans, estates and charitable organizations. | Corporate Officer/Principal | 01-01-2020 |
Opleiding van Tanya Shivdat Walliser
| University of Maryland | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 1 |
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Condor Capital Management
Condor Capital Management Investment ManagersFinance Condor Capital Management, dba Condor Capital Wealth Management (Condor Capital), is an employee-owned, SEC-registered investment advisor headquartered in Martinsville, New Jersey. The firm was founded by Kenneth Schapiro in 1988. Condor Capital provides discretionary and/or non-discretionary investment advisory services on a fee-only basis to individuals, business entities, trusts, pension and profit-sharing plans, estates and charitable organizations. | Finance |
