Richard Saperstein Honored in Barron’s 2024 Top Advisors List

Richard Saperstein Earns Esteemed Barron’s Recognition

In a significant achievement for wealth management, Richard Saperstein, Founder and Chief Investment Officer of Treasury Partners, has been honored in Barron’s 2024 Top 100 Independent Advisors list. This prestigious recognition highlights his profound impact on the industry and showcases the excellence of his wealth management team, based in New York City.

Lifespan of Financial Guidance

Saperstein ranked an impressive #4 on this esteemed list, which acknowledges the foremost independent wealth managers across the nation. This accolade reinforces his status as a Barron’s Hall of Fame advisor. With over 40 years of experience in financial services, Saperstein has been a guiding light for clients seeking to achieve a healthy financial future.

A Commitment to Excellence

The recognition by Barron’s is based on numerous key criteria, including assets under management, firm revenue, and practice quality. These parameters ensure that the advisors featured on this list are not just successful, but are also committed to providing top-ranked services to their clients.

Rich History of Treasury Partners

Treasury Partners is more than just a wealth management firm; it is a comprehensive solution for personal and corporate financial needs. With a dedicated team of 32 professionals, the firm specializes in a range of services including asset allocation, financial and estate planning, and corporate cash management, serving both private and institutional clients effectively.

Legacy of Trust and Achievement

Expressing his gratitude, Saperstein stated, "It is an honor to receive this national recognition. Our team has been guiding clients to achieve their financial goals for over four decades, and we look forward to continuing that legacy." He emphasized the vital role of his entire team and the trust placed in them by their clients.

Saperstein's Journey in Wealth Management

Richard Saperstein’s professional journey began in 1982 and has seen him navigate a variety of esteemed positions within the financial sector. He joined Oppenheimer & Co. in 1987 before moving to Bear Stearns in 2003, where he held a pivotal role in establishing the Corporate Cash Management Group. His affiliation with Hightower Advisors rose from the acquisition of Bear Stearns by J.P. Morgan in 2009, leading to the founding of Treasury Partners.

Media Presence and Contributions

Saperstein frequently appears on major financial platforms like CNBC and Bloomberg Television, sharing his insights and expertise. Notably, he earned his MBA from New York University’s Stern School of Business, where he contributes to the education of future finance professionals by advising the Michael Price Student Investment Fund.

About Treasury Partners

Treasury Partners proudly operates from New York City, providing a diverse range of wealth and corporate cash management services. Their clientele includes private investors, family offices, foundations, endowments, and corporations. Their robust service offerings and commitment to excellence set a high standard in the financial advisory space.

Commitment to Compliance and Integrity

Treasury Partners is registered with Hightower Securities, LLC, a member of FINRA and SIPC, ensuring a reliable and compliant framework for their operations. As a registered investment advisor, they adhere strictly to regulatory standards while helping clients navigate their financial journeys.

Frequently Asked Questions

Who is Richard Saperstein?

Richard Saperstein is the Founder and Chief Investment Officer of Treasury Partners, recognized in Barron’s 2024 Top 100 Independent Advisors list.

What services does Treasury Partners offer?

Treasury Partners provides wealth management, financial planning, asset allocation, estate planning, and corporate cash management services.

What criteria is used by Barron’s for their rankings?

Barron’s compiles its list based on assets under management, firm revenue, and the overall quality of practice.

Where is Treasury Partners headquartered?

Treasury Partners is based in New York City and serves a wide range of clients.

What is Saperstein’s experience in the financial industry?

Saperstein has over 40 years of experience in the financial sector, including time at leading firms such as Oppenheimer & Co. and Bear Stearns.

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