Financial Services for High - level Executives

搜索文档
New RIA Collaborative Capital to Target Top Financial Services, Tech Execs
Yahoo Finance· 2025-09-11 03:53
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. Three co-founders with experience across investment management for ultra-high-net-worth clients, alternative asset management and private banking have launched a New York-based registered investment advisor focused on high-level financial executives. Nathan Romano, Jonathan Bergman, and Charles Friedberg are launching Collaborative Capital after careers overseeing more than $50 billion in alterna ...