Financial Partners Capital Management, LLC Employee Directory

Investment ManagementNew York, United States11-50 Employees

Financial Partners Capital Management, LLC operates in the investment management industry, offering tailored asset management and financial planning services to individuals, families, and institutions. The firm distinguishes itself by acting as fiduciaries, delivering non-biased guidance and personalized service across multiple programs, including discretionary direct investment accounts in equities and fixed income, an open architecture discretionary program utilizing mutual funds and ETFs, non-discretionary real estate investments for accredited investors, and comprehensive financial planning to align personal goals with long-term strategy.
Based in New York City, the company provides portfolio management that responds to market developments, client objectives, risk tolerance, and tax considerations, with an emphasis on long-horizon performance and integration with clients’ broader professional teams. The organization serves a diverse client base and emphasizes collaboration, transparent advice, and coordinated planning across retirement, estate, risk, and gifting considerations. Recent activity notes involvement in asset ownership through an investment in the iShares Asia 50 ETF, reflecting ongoing engagement with varied market exposures.

Find Financial Partners Capital Management, LLC employees' phone numbers or email addresses

Financial Partners Capital Management, LLC Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Financial Partners Capital Management, LLC's Leadership

  • Stylized image of a person
    J. B.
    Managing Principal & CEO
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    D. D.
    Partner
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    R. Q.
    Owner
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  • Stylized image of a person
    P. K.
    Managing Director
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  • Stylized image of a person
    H. V.
    Operations Manager
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  • Stylized image of a person
    A. L.
    Senior Advisor
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  • Stylized image of a person
    S. Z.
    Client Relations
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  • Stylized image of a person
    L. H.
    Accountant
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Financial Partners Capital Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Financial Partners Capital Management, LLC

Name
Title
Contact Info
Location
Last Update
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    D. D.
    Partner
    Phone icon
    UNITED STATES
    Jul 13, 2023
  • Stylized image of a person
    J. B.
    Managing Principal & CEO
    Phone icon
    United StatesWisconsin
    Sep 26, 2025
  • Stylized image of a person
    R. Q.
    Owner
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    P. K.
    Managing Director
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    H. V.
    Operations Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    A. L.
    Senior Advisor
    Phone icon
    United StatesNew York
    Feb 28, 2024
  • Stylized image of a person
    S. Z.
    Client Relations
    Phone icon
    United StatesFlorida
    Apr 16, 2026
  • Stylized image of a person
    L. H.
    Accountant
    Phone icon
    UNITED STATES
    Jul 12, 2023
  • Stylized image of a person
    M. S.
    Financial Software Developer
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    United StatesNew York
    Apr 30, 2023
  • Stylized image of a person
    T. A.
    Professor
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Financial Partners Capital Management, LLC known for?

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Financial Partners Capital Management, LLC operates in the Investment Management industry. The company's main headquarters is located in 150 East 52nd Street 16th Floor New York, New York 10022 United States; you can contact the main corporate office by phone at . Explore Financial Partners Capital Management, LLC's company overview page for more information.

What is Financial Partners Capital Management, LLC's most common email format?

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Financial Partners Capital Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Partners Capital Management, LLC email formats with LeadIQ.

How many employees does Financial Partners Capital Management, LLC have currently?

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Financial Partners Capital Management, LLC has approximately 17 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Financial Partners Capital Management, LLC's key employees and leadership?

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As of February 2026, Financial Partners Capital Management, LLC's key employees include:

  • Managing Principal & CEO: J. B.
  • Partner: D. D.
  • Owner: R. Q.
  • Managing Director: P. K.
  • Operations Manager: H. V.

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