Global Wealth Management
THE PARK AVENUE OFFICE 200 PARK AVENUE Floor 13 NEW YORK, NY 10166
Phone: (212) 338-6041 Email:
Directions to Branch
PROFESSIONAL STAFF
PROFESSIONAL PROFILE
R. Todd Perkins Vice President, CIMA, CFMTodd has more than 10 years of experience providing financial and wealth management advice. He directs assets for affluent business owners, corporate executives, and retirees. He utilizes modern portfolio theory combined with third-party investment firms to bring an institutional approach to managing portfolios. He also combines various Alternative Investment Strategies (hedge funds, managed futures, private equity) for added diversification.John E. Burke II Certified Financial PlannerJohn assists clients by working closely with their other professional advisors to provide investment management, tax minimization, and wealth transfer planning. He provides clients a range of services including stock option analysis, sophisticated retirement planning, corporate cash management, business succession planning, mortgage and liability management, as well as a full complement of wealth preservation and transfer services.Thomas Kane Client AssociateTom handles all complex administrative issues and concerns. He is responsible for all operational issues including money transfers, online account features, banking services, etc. He is proficient in maximizing business efficiency and client contact.
R. Todd Perkins is registered to do business in: AZ, CA, CO, CT, DC, DE, FL, KY, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TX, VA
John Burke is registered to do business in: AZ, CA, CO, CT, DE, FL, KY, MA, MD, NC, NJ, NY, OH, PA, VA