Patrick Schneider Email

Operations Manager . Inverness Counsel

Current Roles

Employees:
28
Revenue:
$4.4M
About
Inverness Counsel, Inc. was founded in 1967. The company is an independent investment counsel firm and is a registered investment advisor with the Securities and Exchange Commission. The firm is considered a fiduciary within the meaning of the Employee Retirement Income Security Act of 1974 (ERISA). The senior members of the firm have been associated for over forty years. The company headquarters are located in New York City and other offices are located in Connecticut, Montana, Texas, and Utah. The mission of Inverness Counsel is to provide objective, discreet, and expert advice with regard to the entire scope of the personal and financial affairs of our clients.
Inverness Counsel Address
845 Third Avenue
New York, NY
United States
Inverness Counsel Email

Past Companies

Inverness Counsel LLCOperations Manager
Inverness Counsel LLCOperations Analyst
Altfest Personal Wealth ManagementClient Administration Associate

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