The Treasurty Partners Team

We are a team of 20 investment, portfolio management, research, due diligence, and administrative professionals operating across three separate but interrelated platforms: 

  • Corporate Cash Management
  • Wealth Management
  • Retirement Plan Advisory Services
Our Investment, Portfolio Management, Research, Due Diligence, and Administrative team members are responsible for the services common to all three platforms.

Client Services team members are assigned responsibility for supporting our relationships with our private clients, or with our corporate clients, or with our retirement plan fiduciary clients.

Biographies

Click on the images below to learn more about our team.