Read Hubbard
- Role
- Senior Financial Advisor, Senior Vice President at Merrill Lynch
- Location
- Greenwich, CT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Read Hubbard
Hello, My name is Read Hubbard. I lead The Hubbard Group. We consistently add…
Experience
Senior Financial Advisor, Senior Vice President
Feb 2014 — Present
I help the successful become more so, offering customized financial services, advice and guidance to individuals, families and businesses. My model is tailored to simplify client lives. I am both fortunate and proud to be an affiliate partner of the Erdmann Group.
Education
Harvard University
Bachelor's Degree
New York University School of Law
Juris Doctor (J.D.)
Skills
- Mentoring
- Institutional and Corporate Services
- Angler
- Advice and Guidance
- Planned Giving
- Networking
- Family Wealth Management Strategies
- Manager Selection
- Retirement and College Planning
- Corporate Finance
- Philanthropic and Endowment Management
- Future Cash Flow Analysis
- Executive Services
- Financial Markets
- Faith Based Investing
- Strategic Portfolio Construction
- Real Estate
- Youth Lacrosse Coach
- Capital Markets
- Goals Based Planning
- Collaberative Problem Solving
- Values Based and Esg Investing
- Fundraising
- Weath Management Planning
- Divorce Wealth Management Planning
- Behavioral Analysis
- Multi Generational Planning
- Financial Education
- Pre- and Post- Liquidity Strategies
- Non-Profits
- Corporate Retirement Plans
- Business Financial Strategies
- Estate and Wealth Structuring
- Customizable Investment Strategies
- Succession Planning
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