United Asset Coverage Employee Directory

Investment ManagementNew York, United States51-200 Employees

At United Asset Strategies, our mission is to be a steward to our clients and to each other, ever mindful of our clients' unique financial goals and risk tolerances. We develop, implement and monitor sophisticated money management strategies, retirement, and estate planning in order to allow our clients to focus on what matters most to them and their families. United Asset Strategies believes that the single most important investment principle is diversification. We are committed to exceptional customer service and prudent, disciplined daily money management.

Find United Asset Coverage employees' phone numbers or email addresses

United Asset Coverage Global Highlights

Location
Employees

North America
43

Minus sign iconPlus sign icon
  • United States Of America
    43

Africa
1

Minus sign iconPlus sign icon
  • Côte D'ivoire
    1

United Asset Coverage's Leadership

  • Stylized image of a person
    M. D.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    B. M.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    M. S.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    R. M.
    Chief Operating Officer
    Phone icon
  • Stylized image of a person
    S. M.
    Vice President Financial Planning
    Phone icon
  • Stylized image of a person
    J. A.
    Vp Of Financial Planning
    Phone icon
  • Stylized image of a person
    A. S.
    Vice President Operations
    Phone icon
  • Stylized image of a person
    M. R.
    President
    Phone icon

Contact profiles from United Asset Coverage

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. M.
    Chief Operating Officer
    Phone icon
    Aug 10, 2025
  • Stylized image of a person
    L. D.
    Co-Founder
    Phone icon
    United StatesNew York
    Nov 16, 2025
  • Stylized image of a person
    M. D.
    Chief Executive Officer
    Phone icon
    Aug 08, 2025
  • Stylized image of a person
    S. E.
    Partner: Lobbyist And Government Relations
    Phone icon
    United StatesMinnesota
    Sep 11, 2025
  • Stylized image of a person
    M. R.
    President
    Phone icon
    United StatesNew York
    Nov 17, 2025
  • Stylized image of a person
    M. S.
    Chief Operating Officer
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    R. M.
    Chief Operating Officer
    Phone icon
    Nov 19, 2025
  • Stylized image of a person
    S. M.
    Vice President Financial Planning
    Phone icon
    United StatesNew York
    Oct 29, 2025
  • Stylized image of a person
    J. A.
    Vp Of Financial Planning
    Phone icon
    United StatesNew York
    Oct 24, 2025
  • Stylized image of a person
    K. C.
    Vice President, Data Integration
    Phone icon
    United StatesNew York
    Aug 12, 2025

Frequently Asked Questions

What is United Asset Coverage known for?

Minus sign iconPlus sign icon
United Asset Coverage was founded in 1992 operates in the Investment Management industry. The company's main headquarters is located in 377 Oak Street, Suite 403; you can contact the main corporate office by phone at . Explore United Asset Coverage's company overview page for more information.

What is United Asset Coverage's most common email format?

Minus sign iconPlus sign icon
United Asset Coverage employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more United Asset Coverage email formats with LeadIQ.

How many employees does United Asset Coverage have currently?

Minus sign iconPlus sign icon
United Asset Coverage has approximately 51 employees as of December 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are United Asset Coverage's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, United Asset Coverage's key employees include:

  • Chief Executive Officer: M. D.
  • Chief Operating Officer: B. M.
  • Chief Operating Officer: M. S.
  • Chief Operating Officer: R. M.
  • Vice President Financial Planning: S. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.