What I enjoy specifically about my role as an OMEGA Portfolio Manager is building and managing custom investment strategies. Personally, I grew up in Bulgaria and came to the US at the age of 19 on a full academic scholarship, studying finance in a school in NY. I enjoy outdoor sports, cross-country road trips, hiking and skiing.
Our Process
Who are you professionally and personally?
What is your
value proposition?
I begin by asking you questions and listening carefully. What do you want your money to do for you? What are your goals and plans for retirement? The answers are dynamic and develop over time.
I begin by asking you questions and listening carefully. What do you want your money to do for you? What are your goals and plans for retirement? The answers are dynamic and develop over time.
What motivates
you most
about your work?
I believe in saving people time and making a positive difference in my clients’ lives. We collaborate with them in the creation of a disciplined financial plan, and take the burden off their shoulders by monitoring and managing their investment portfolio, so that they can spend more time with their families and pursuing their passions.
I believe in saving people time and making a positive difference in my clients’ lives. We collaborate with them in the creation of a disciplined financial plan, and take the burden off their shoulders by monitoring and managing their investment portfolio, so that they can spend more time with their families and pursuing their passions.
What is your
client onboarding
process?
We have a six-step process that we have been using with clients for many years.
We have a six-step process that we have been using with clients for many years.
For whom do
you provide these
concierge services?
With my team of subject matter experts, and leveraging the firm’s thought leadership, we primarily work with multi-generational families who are in need of, and are serious about comprehensive financial planning.
With my team of subject matter experts, and leveraging the firm’s thought leadership, we primarily work with multi-generational families who are in need of, and are serious about comprehensive financial planning.
What makes
you different?
At Oppenheimer we have no conflicts of interest, as we have no proprietary products to push. There is no bureaucracy, and we personally know and have access to all executives and heads of departments. It takes us hours to get things resolved, not days.
At Oppenheimer we have no conflicts of interest, as we have no proprietary products to push. There is no bureaucracy, and we personally know and have access to all executives and heads of departments. It takes us hours to get things resolved, not days.
Why should
clients do
business with you?
You will not find another team who will care about you and your family and work as hard for you as we do. We do not need your business - we want your business! Give us an opportunity to establish a long-term relationship and we will not disappoint you!
You will not find another team who will care about you and your family and work as hard for you as we do. We do not need your business - we want your business! Give us an opportunity to establish a long-term relationship and we will not disappoint you!