Northwestern Mutual
875 Third Ave, 23rd Fl, NY,
NY 10022
Phone: 212.557.5645

Michael J. Mullarney, mike.mullarney@nm.com, (212) 867-8477
Phia Daly Billman, Phia.Billman@nm.com, 212.433.1174

Company Type :  , 

Mike is a Wealth Management Advisor with the Estate Strategies Group. The focus of his practice is working with high net worth individuals in their efforts to develop a financial plan based on their unique vision, values and goals. He works with his clients on strategies to enable them to achieve their estate planning objectives, including the tax-efficient transfer of wealth to family members and charities.

Dockyard Capital Management

Alan Gardner, COO, agardner@dockyardcapital.com, 617 753-6470
Ben Balbale, Founder & CIO, bbalbale@dockyardcapital.com, 617 753-6460
Jay McGrath, CFO & CCO, jmcgrath@dockyardcapital.com, 617 753-6465

Company Type :

Dockyard Capital Management is a concentrated long/short equity manager investing in companies reshaping industries through software. The team leverages its experience as operators to develop a unique understanding of businesses across industries that have embarked on or enable unprecedented business model transformations.

MarketCurrents WealthNet
260, Madison Avenue, New York,
NY, 10016 USA
Phone: 1-917-960-8463

Sumehr Sondhi, info@marketcurrents.co, 1-917-960-8463

Company Type :  ,  , 

As new generations of investors, whose expectations have been shaped by newer regulation, technologies and living through a major financial crisis, the wealth management industry is undergoing significant change. Family Offices are on the rise and investment opportunities are expanding beyond mainstream alternatives, such as hedge funds.