Perfil
Mr. Edwin T.
Safir is a Principal & Private Wealth Advisor at Safir Wealth Advisors LLC.
He focuses on the firm's investment advisory practice, utilizing an investment and portfolio construction process grounded in investment research, security selection, and asset allocation.
The result is individual portfolios tailored specifically to each client's goals, risk tolerance, and time horizon.
He leverages his over 48 years of industry experience to best position clients to succeed in today's markets.
Mr. Safir co-founded Safir Wealth Advisors in January 2017.
Previously, he founded Safir Investments in 2003 in Norwalk, Connecticut, later relocating the firm to Greenland, New Hampshire in 2005.
His lifetime career in the financial services industry also include roles as Senior Vice President and Branch Manager at Legg Mason Wood Walker and Branch Manager and Corporate Syndicate Manager with Fahnestock & Co. in New York City.
Mr. Safir received a Bachelor of Science in Business Administration from the University of New Hampshire in 1971.
Cargos activos de Ted Safir
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Safir Wealth Advisors LLC
Safir Wealth Advisors LLC Investment ManagersFinance Safir Wealth Advisors LLC (SWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greenland, New Hampshire. The firm was founded by Ted Safir in 2017. SWA offers investment advisory services to individuals, high net-worth individuals, trusts, and estates. | Fundador | 01/01/2017 |
Formación de Ted Safir.
University of New Hampshire | Undergraduate Degree |
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Safir Wealth Advisors LLC
Safir Wealth Advisors LLC Investment ManagersFinance Safir Wealth Advisors LLC (SWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greenland, New Hampshire. The firm was founded by Ted Safir in 2017. SWA offers investment advisory services to individuals, high net-worth individuals, trusts, and estates. | Finance |
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