TRUVVO PARTNERS

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Truvvo is not a typical investment firm, they believe that a culture of rigor, partnership, and willingness to embrace new ideas produces better results for clients.

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TRUVVO PARTNERS

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Industry:
Angel Investment

Founded:
2018-01-01

Status:
Active

Technology used in webpage:
HSTS U.S. Server Location Linode SMTP2GO


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Current Employees Featured

ilka-gregory_image

Ilka Gregory
Ilka Gregory Managing Director and Head of Client Relationships @ Truvvo Partners
Managing Director and Head of Client Relationships
2020-04-01

More informations about "Truvvo Partners"

Lazard Asset Management Acquires Truvvo Partners, Creating …

Mar 1, 2023 Truvvo’s team, including Partners Casey Whalen, Jerome Antenen, Alison Rosenzweig, Caitlin Reynolds and Danielle Roseman, will be based in the New York office. …See details»

Truvvo Partners - LinkedIn

Truvvo Partners | 4,437 followers on LinkedIn. Truvvo acts as an outsourced investment office for a select group of large, complex families by providing investment management, strategic …See details»

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Acquired Truvvo Partners (“Truvvo”), a U.S.-based firm with $3.8 billion of Assets Under Management (AUM), dedicated to providing strategic advice, wealth planning, and investment …See details»

Lazard Asset Management Acquires Truvvo Partners, Creating …

Mar 1, 2023 Truvvo’s team, including Partners Casey Whalen, Jerome Antenen, Alison Rosenzweig, Caitlin Reynolds and Danielle Roseman, will be based in the New York office. …See details»

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Truvvo acts as an outsourced investment office for a select group of large, complex families by providing investment management, strategic advice and planning and direct private investing …See details»

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Truvvo Partners (formerly Roundtable Investment Partners) is an investment and wealth management firm. It provides families with strategic advice, wealth planning, and investment …See details»

Lazard Asset Management Acquires Truvvo Partners

Mar 2, 2023 Lazard Asset Management (LAM) announced that it has acquired Truvvo Partners (“Truvvo”), a U.S.-based firm with $3.8 billion of Assets Under Management (AUM), dedicated …See details»

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