Blue Square Wealth Employee Directory

Q: What is Blue Square Wealth known for?

Blue Square Wealth was founded in 2017. Blue Square Wealth operates in the Investment Management industry.

Q: How many employees does Blue Square Wealth have currently?

Blue Square Wealth has approximately 11 employees.

Investment ManagementNew York, United States11-50 Employees

Blue Square is an independent wealth management practice that strives to protect and grow client capital through our proprietary and systematic approach to investing. We believe this empowers our clients to better navigate the market’s volatility and, as a result, pursue their long-term goals with greater comfort and confidence than traditional approaches.

Find Blue Square Wealth employees' phone numbers or email addresses

Blue Square Wealth Global Highlights

North America
9

United States Of America
9

Europe
1

Switzerland
1

Blue Square Wealth's Leadership

A. J.
Chief Compliance Officer
Mobile Phone
Email
E. L.
Head Of Business Development And Marketing
Mobile Phone
Email
C. S.
Head Of Portfolio Strategy & Trading
Mobile Phone
Email
L. M.
Senior Vice President, Private Client Group
Mobile Phone
Email
F. D.
Director, Private Client Group
Mobile Phone
Email
F. D.
Director, Private Client Group
Mobile Phone
Email
A. J. C.
Principal
Mobile Phone
Email

Contact profiles from Blue Square Wealth

Name

Title

Contact Info

Location

Last Update

A. J.
Chief Compliance Officer
Mobile Phone
Email
Oct 17, 2024
E. L.
Head Of Business Development And Marketing
Mobile Phone
Email
United StatesNew York
Sep 04, 2025
L. M.
Senior Vice President, Private Client Group
Mobile Phone
Email
United StatesNew York
Nov 18, 2025
F. D.
Director, Private Client Group
Mobile Phone
Email
United StatesNew York
Nov 15, 2025
F. D.
Director, Private Client Group
Mobile Phone
Email
Oct 23, 2024
A. J. C.
Principal
Mobile Phone
Email
United StatesNew York
Nov 16, 2025
C. S.
Head Of Portfolio Strategy & Trading
Mobile Phone
Email
United StatesNew York
Sep 08, 2025

Frequently Asked Questions

What is Blue Square Wealth known for?

Blue Square Wealth was founded in 2017 operates in the Investment Management industry. The company's main headquarters is located in 17 State Street, Suite 3320. Explore Blue Square Wealth's company overview page for more information.

What is Blue Square Wealth's most common email format?

Blue Square Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blue Square Wealth email formats with LeadIQ.

How many employees does Blue Square Wealth have currently?

Blue Square Wealth has approximately 11 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Blue Square Wealth's key employees and leadership?

As of December 2025, Blue Square Wealth's key employees include:

Chief Compliance Officer: A. J.
Head Of Business Development And Marketing: E. L.
Head Of Portfolio Strategy & Trading: C. S.
Senior Vice President, Private Client Group: L. M.
Director, Private Client Group: F. D.

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