Profile
Robert Joseph Conzo currently works at The Wealth Alliance LLC (New York), as Chief Executive Officer & Managing Director from 2019.
Robert Conzo active positions
| Companies | Position | Start |
|---|---|---|
The Wealth Alliance LLC (New York)
 The Wealth Alliance LLC (New York) Investment ManagersFinance The Wealth Alliance LLC is a SEC-registered investment advisor and wealth management firm headquartered in Melville, New York. The firm was founded by Kevin M. Barrett in 2006. They are owned by Wealth Alliance Holdings LLC, which is owned equally by RJC Financial LLC and E-Ditty Financial LLC. Wealth Alliance offers investment advisory services designed to meet the needs of individuals, high-net-worth individuals and families as well as trusts, estates, businesses, and retirement plans. | Chief Executive Officer | 31/07/2019 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
The Wealth Alliance LLC (New York)
The Wealth Alliance LLC (New York) Investment ManagersFinance The Wealth Alliance LLC is a SEC-registered investment advisor and wealth management firm headquartered in Melville, New York. The firm was founded by Kevin M. Barrett in 2006. They are owned by Wealth Alliance Holdings LLC, which is owned equally by RJC Financial LLC and E-Ditty Financial LLC. Wealth Alliance offers investment advisory services designed to meet the needs of individuals, high-net-worth individuals and families as well as trusts, estates, businesses, and retirement plans. | Finance |
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