NEW YORK, NY (PRWEB) June 1, 2017
Jeremy Dickstein has joined Spartan Capital Securities LLC as a Senior Managing Director overseeing Spartan Capital Private Wealth Management LLC. Mr. Dickstein brings over 25 years of experience across various roles in the financial services industry with firms such as Merrill Lynch, Smith Barney, Morgan Stanley and Fidelity Investments. A natural leader, Mr. Dickstein has been teaching financial literacy for over 20 years and has extensive experience training and supervising teams engaged in financial planning, asset allocation, investment vehicles and educational and retirement planning.
Spartan Capital Securities’ Founder and CEO, John Lowry commented: “We are very pleased that Mr. Dickstein has joined the Spartan team. His strong leadership skills and extensive knowledge will be instrumental in helping to leverage our Firm’s capabilities and grow our Private Wealth Management Division. ”
Mr. Dickstein received a B.A. in Political Science from Columbia University. He serves as a Mentor, Class Agent Reunion and Traditions Committees Member, Alumni Interviewer and Social Ambassador for Columbia and is also the Westchester Region Chair for Columbia’s Alumni Representative Committee (ARC). He currently holds FINRA Series 7, 8, 63 and 65 licenses, as well as a New York State life, accident and health insurance license.
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.
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.
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