NEW YORK, NY (PRWEB) August 16, 2019
Gerald Heilpern (Gerry), with 50 plus years of industry experience, joins Spartan Capital Securities LLC (SCS) as Managing Director of the Fixed Income Department. Mr. Heilpern was formerly Managing Director at Kovak Securities, specializing in all fixed income products including, but not limited to, Muni’s, Corporates, Foreign, Treasuries, Agencies, Mortgages, CD’s and Various Structured Fixed Income Products. Throughout his professional career, Gerry has held various positions in several large to midsized firms within the fixed income departments. Previously, he was a key team member at Brook Street Securities, Philips & Walden as well as W.E. Hutton where he increased fixed income business approximately 300%. Upon assuming leadership of Bachie & Companies Fixed Income Department he increased the fixed income business 500% in a three-year period.
Spartan Capital Securities’ Founder and CEO, John Lowry commented: “We are very pleased that Gerry Heilpern has joined the Spartan team. Gerry’s vast knowledge of Fixed Income products coupled with his relationships with his peers across the industry, position him as an ideal addition to our firm. Gerry will be bringing 50 plus years of Fixed Income experience to the Spartan team, whereby, in my opinion, will greatly benefit our global client base.”
About Spartan Capital Securities LLC:
Spartan Capital Securities LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high net worth individuals and institutions. Their in-depth market knowledge, calculated risk management strategy and investment acumen have earned them a strong reputation as trusted financial advisors. SCS also offers advisory and insurance services through its affiliates, Spartan Capital Private Wealth Management LLC and Spartan Capital Insurance Services LLC.
About Spartan Capital Private Wealth Management LLC:
Spartan Capital Private Wealth Management LLC directly serves high net worth and ultra-high net worth clients globally offering a full suite of banking, investment and other wealth management solutions. The business also provides asset management products and services through its partnership with RBC Wealth Management’s Portfolio Advisory Group.
Spartan Capital Securities LLC is a Member of FINRA, SIPC & MSRB
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