Satovsky Asset Management Employee Directory

Investment ManagementNew York, United States11-50 Employees

Satovsky Asset Management was established as an independent boutique wealth management firm in 2007 to align mindfulness with financial wealth advisory through long-term portfolio solutions, investor education, and a deep commitment to meaningful relationships.

Our hyper-personalized approach brings together financial planning,  investment management, and behavioral coaching to develop investor habits and strategies for long-term abundance and peace of mind.

Find Satovsky Asset Management employees' phone numbers or email addresses

Satovsky Asset Management Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Satovsky Asset Management's Leadership

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    A. B.
    Chief Investment Officer
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    C. L.
    Head Of Private Wealth, Cco
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    S. Y.
    Co-Founder And Strategist
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    T. E.
    Property Financial Controller
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    S. L.
    Client Service Manager
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    F. T.
    Senior Wealth Strategist
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    S. L.
    Technology & Operations Specialist (consultant)
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    A. N.
    Associate Wealth Strategist
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Contact profiles from Satovsky Asset Management

Name
Title
Contact Info
Location
Last Update
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    A. B.
    Chief Investment Officer
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    United StatesNew York
    Jun 02, 2025
  • Stylized image of a person
    C. L.
    Head Of Private Wealth, Cco
    Phone icon
    United StatesNew York
    Jun 27, 2025
  • Stylized image of a person
    S. Y.
    Co-Founder And Strategist
    Phone icon
    United StatesNew York
    Oct 16, 2024
  • Stylized image of a person
    T. E.
    Property Financial Controller
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    United StatesMichigan
    Nov 11, 2025
  • Stylized image of a person
    S. L.
    Client Service Manager
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    United StatesGeorgia
    Nov 19, 2025
  • Stylized image of a person
    F. T.
    Senior Wealth Strategist
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    Oct 23, 2025
  • Stylized image of a person
    S. L.
    Technology & Operations Specialist (consultant)
    Phone icon
    United StatesNew York
    Oct 25, 2025
  • Stylized image of a person
    A. N.
    Associate Wealth Strategist
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    United StatesNew York
    Nov 27, 2025
  • Stylized image of a person
    B. L.
    Investment Analyst
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    United StatesNew York
    Sep 23, 2024

Frequently Asked Questions

What is Satovsky Asset Management known for?

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Satovsky Asset Management was founded in 2007 operates in the Investment Management industry. The company's main headquarters is located in 232 Madison Avenue, Suite 400; you can contact the main corporate office by phone at . Explore Satovsky Asset Management's company overview page for more information.

What is Satovsky Asset Management's most common email format?

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

How many employees does Satovsky Asset Management have currently?

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Satovsky Asset Management has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Satovsky Asset Management's key employees and leadership?

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As of December 2025, Satovsky Asset Management's key employees include:

  • Chief Investment Officer: A. B.
  • Head Of Private Wealth, Cco: C. L.
  • Co-Founder And Strategist: S. Y.
  • Property Financial Controller: T. E.
  • Client Service Manager: S. L.

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