SAMGSilvercrest Asset Management Group

About Silvercrest Asset Management Group
Silvercrest Asset Management Group (NASDAQ:SAMG) is a financial firm dedicated to providing investment solutions and wealth management services to individuals, families, and institutional investors. With a team of experienced professionals, Silvercrest focuses on developing tailored strategies that aim to meet the unique financial needs and objectives of its clients. The company's offerings include portfolio management, financial planning, and advisory services, emphasizing a personalized approach to asset management. Silvercrest is committed to maintaining high standards of integrity, excellence, and client service, striving to achieve long-term financial goals and sustain wealth across generations.
What is SAMG known for?
Snapshot
Public US
Ownership
2002
Year founded
151
Employees
New York, United States
Head office
1 of 4
US Rank
Unknown
Sector
N/A
Sector rank
Loading Map...
Operations
All Locations
New York City, US
Products and/or services of Silvercrest Asset Management Group
- Wealth management services tailored for high-net-worth individuals, focusing on personalized financial planning and investment strategies.
- Family office services offering comprehensive management of all financial and investment aspects for families, ensuring generational wealth preservation and governance.
- Asset management with a focus on equities, fixed income, and alternative investments, leveraging in-depth research to meet client investment goals.
- Proprietary mutual funds management, providing clients access to diversified investment portfolios aimed at long-term capital growth.
- Estate planning and philanthropic advisory, assisting clients in estate management, charitable giving strategies, and legacy planning.
- Tax planning and compliance services, ensuring clients' investment strategies are optimized for tax efficiency and adhere to regulations.
Silvercrest Asset Management Group executive team
- Mr. Richard R. Hough IIICEO, President & Chairman
- Mr. Scott Andrew Gerard CPAChief Financial Officer
- Mr. David John Campbell J.D.General Counsel & Secretary
- Mr. Matthew ArpanoMD and Portfolio Manager of Equity & Fixed-Income Portfolios
- Mr. John Allen GrayMD, Head of Institutional Business & Non-Independent Director
- Ms. Kim M. CampioneMD & Head of Operations
- Mr. Rohan Kalyanpur C.F.A.Chief Technology Officer & Director
- Ms. Lorena CardenasPartner, Director & Deputy Chief Compliance Officer
- Ms. Tabitha AlbrightHead of Human Resources
- Mr. Martin LoeserHead of Manager Research & Portfolio Manager