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Executive Monetary Management

Executive Monetary Management
1968 FOUNDED
M&A STATUS
31-40 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of wealth management and financial advisory services based in New York, United States. The company offers various services including investment and tax planning, trust and estate planning, family office services, trust and fiduciary advisement, family governance to its clients, helping them with their investment advisory and financial planning needs.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 220 East 42nd Street
  • 32nd Floor
  • New York, NY 10017
  • United States

+1 (212) 000-0000

Executive Monetary Management Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Executive Monetary Management Executive Team (19)

Name Title Board
Seat
Contact
Info
David Aaron Co-Chief Executive Officer, Chief Investment Officer & Chairman of Investment Committee
Lloyd Abramowitz Co-Chief Executive Officer & Member of Investment & Executive Committee
Thomas O'Brien Chief Financial Officer & Member of Executive & Investment Committee
Stuart Evans Chief Compliance Officer
William Aaron Co-Founder & Member of Executive & Investment Committee

1 Former Executive

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Executive Monetary Management Board Members (2)

Name Representing Role Since Contact
Info
00000 0000000000 Executive Monetary Management Co-Chief Executive Officer & Member of Investment & Executive Committee 000 0000
0000000 00000 Executive Monetary Management Co-Founder & Member of Executive & Investment Committee 000 0000