Simon Arrata
Founder, Principal and Portfolio Manager at Cooperative Financial, LLC
- Role
- Founder, Principal and Portfolio Manager at Cooperative Financial, Llc
- Location
- Great Neck, NY, US
- LinkedIn followers
- 500 followers
About Simon Arrata
QUALIFICATIONS: 26 years of success in the financial services industry working in…
Experience
Founder, Principal and Portfolio Manager
Dec 2019 — Present · New York, NY, US
Cooperative Financial is an Investment Management Firm, which seeks to be the financial wealth partner for our clients through providing customized investment portfolios, providing a holistic approach to wealth management, and seeks to be the trusted advisor for all our clients’ financial needs.We seek to protect and enhance family wealth, to assist our clients with philanthropic endeavors and estate planning, to secure a sound financial future for our clients and their families, to ensure that future generations understand and appreciate the importance of their generational wealth, to ensure that future generations understand their responsibility to protect and grow their family wealth for the generations to come.
Education
New York Law School
JD, 1993
Skills
- Investment Strategies
- Alternative Investments
- Investment Advisory
- Investments
- Hedge Funds
- Etfs
- Financial Advisory
- Equities
- Series 63
- Capital Markets
- Series 7
- Wealth Management
- Portfolio Management
- Series 24
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Securities Regulation
- Asset Management
- Investment Management
- Financial Services
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