Tom Zottner
Experienced investment professional helping wealthy individuals and families protect and grow their wealth
- Role
- Managing Director at The Portfolio Strategy Group
- Location
- White Plains, NY, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Tom Zottner
It all started with a question: “How many financial advisors would you trust with your…
Experience
Managing Director
Present
Skills
- Vba
- Advent
- Bloomberg
- Powerpoint
- Microsoft Excel
- Morningstar Direct
- Security Apl
- Equities
- Investment Management
- Alternative Investments
- Equity Research
- Junxure
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