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John Hoffman Location
New York, NY, US
John Hoffman Work
2017 -now President Wealth Management - Northeast Region @
2011 -2017 President Wealth Management Greater New York @
2003 -2011 Managing Director @
1996 -2003 Senior Vice President @
John Hoffman Education
Hofstra University
MBA (Finance)
1991-1993
Hofstra University
Bachelor of Business Administration (BBA) (Finance and Economics)
1982-1986
John Hoffman Skills
Alternative Investments
Estate Planning
Series 63
High Net Worth
Fixed Income
Retirement Planning
Wealth Management Services
Portfolio Management
Investments
Bloomberg
Investment Advisory
Asset Allocation
Asset Managment
Equities
Wealth Management
Mutual Funds
Equity Research
Strategic Financial Planning
High Net Worth Individuals
Investment Strategies
Asset Management
Wealth
Strategic Financial
Private Banking
Series 7
Securities
Hedge Funds
Investment Management
John Hoffman Summary
John Hoffman, based in New York, NY, US, is currently a President Wealth Management - Northeast Region at Northern Trust Wealth Management. John Hoffman brings experience from previous roles at Northern Trust and US Trust. John Hoffman holds a 1991 - 1993 MBA in Finance @ Hofstra University. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, High Net Worth, Fixed Income and more. John Hoffman has 2 mobile phone numbers on RocketReach.
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