Eastgate Advisors, llc Email Format

Investment ManagementUnited States0-1 Employees

Eastgate Advisors, llc operates as a private family investment office in the United States, managing global asset allocation strategies. Its approach integrates dynamic downside risk management to dampen potential losses across markets. The firm also provides options to collaborate by sharing its investment function with other family offices or global multi-asset class investors, or to advise on investment risk management processes.

Its lead investment officer brings more than three decades of experience across institutional, sovereign wealth, and private wealth management environments. He has taught investment theory at the graduate level and led a personal financial planning course at the American Express Personal Financial Planners national learning center, and he is a CFA charterholder with a background as a United States Marine Corps officer specializing in ground combat command. The organization is described as a small team based in the United States.

Sign up for free to view info

Company overview Employee directory