Henry Supinski

VP - Advisor Development at Wealthcare Capital Management @Wealthcare

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2023 — Present

VP - Advisor Development at Wealthcare Capital Management @Wealthcare

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Philadelphia, PA, US

Wealthcare is a registered investment advisory (RIA) firm with $5 billion in AUM and serving more than 170+ affiliated advisors. We offer advisors the industry’s only integrated goals-based planning solution along with a full range of business operations support—including Compliance, Marketing, and Practice Management— as well as access to our investment models and portfolio management services, so you can focus your time on revenue-generating activities.

EDUCATION

2009 — 2011

Alfred Lerner College of Business & Economics at University of Delaware

MBA

2003 — 2007

Alfred Lerner College of Business & Economics at University of Delaware

BS

SKILLS

Investment ManagementFinancial MarketsTradingFixed IncomeInvestment ComplianceFinanceSeries 7Qualified Retirement PlansBloombergProject ManagementRisk AnalysisInformation SystemsVendor ManagementSeries 63Software Project ManagementFinancial ServicesSqlOrganized with Strong Analytical AbilitiesMs ProjectFinancial RiskRelationship ManagementFinancial AnalysisInformation TechnologyWealth ManagementInvestment StrategiesManage Client RelationshipsClient ConfidentialityProject PlanningSecuritiesEstate PlanningProject DeliveryStrategic Financial PlanningAsset AllocationMutual FundsPowerpointMicrosoft ExcelFinancial PlanningRetirement PlanningApplication Lifecycle ManagementVendor Relationships

ABOUT HENRY SUPINSKI

Most high-income families don\'t have a financial problem. They have a coordination…

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