Michael Germano, CFP®, ChFC® is a graduate of the Wharton School, University of Pennsylvania (Honors) who has backgrounds in financial planning, entrepreneurship and insurance. Michael has been passionate about investing since childhood and this passion benefits Michael’s clients in his approach, attention and zealousness with portfolio/investment management. Michael, a CERTIFIED FINANCIAL PLANNERTM and CHARTERED FINANCIAL CONSULTANTTM (ChFC®), believes that having clear, meaningful, measurable and achievable goals is a necessity for achieving one’s personal lifestyle goals; consequently, he enables his client to set, clarify and achieve his/her financially related goals by engaging in holistic planning as defined by the six step process of the Certified Financial Planner Board of Standards. Likewise, Michael believes that risk management is the foundation to all financial planning and this enables him to build a solid base for his clients by integrating insurance and estate planning into their financial lives. Similarly, he sees the value in combining both active and passive investments, as wells as traditional and alternative investments—such as hedge funds and private equity when appropriate.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 030917-013458
Website Links: http://www.stewardpartners.com/our-team/#
Linked In: https://www.linkedin.com/in/michaelgermano4/
Michael J. Germano, IV CFP®, ChFC®
Senior Vice President – Wealth Manager
Steward Partners Global Advisory, LLC
2 Grand Central Tower
140 East 45th Street, 36th Floor
New York, NY 10017
Lincoln Land Services has been servicing commercial and residential clients for more than 12 years. We are a full-service agency providing title insurance, settlement, escrow and 1031 exchange services on both national and international transactions. Our experienced team of legal counsels and support staff handle every type of real estate transaction from inception to closing. Our client base is comprised of a broad range of the most respected law firms, private equity funds, REITs, lenders, property developers, investment banks, hotel companies, private operators and owners. A brief list includes: SL Green, Fortress Investments, Related Companies, Starwood Capital Group, Starwood Property Trust, Brookfield Office Properties, Shorenstein Properties, Deutsche Bank, Bank of America, Bank of China and Wells Fargo.
Kim Bianco Newman
Senior Sales Representative
324 South Service Road, Suite 302 | Melville, NY 11747
420 Lexington Avenue, Suite 2301 | New York, NY 10170
o 212-759-3636 | f 631-524-5129 | c 516-426-7497
nycio.co [hyperlink to my site]
NewYorkCIO provides the leadership, strategic vision, planning discipline, operational oversight and IT management for a growing business’ needs – all on an affordable tailored basis, without the cost or commitment of a full-time CIO. This service is specifically designed to help SMBs, non-profits, start-ups, and rapidly growing organizations, where poor decision-making and lack of management controls will often lead to higher costs and slower responses to market and customer needs.
Chaim Steinberger, Esq.
CHAIM STEINBERGER, P.C.
mediator, arbitrator, litigator
“Divorce without Destruction”
mediating all disputes; mediating and litigating family-law matters
Lance Tarhan NMLS#63835