Manhattan West’s Post

The first quarter of 2024 presented a positive start for our liquid strategies. While the market may seem stable, potential challenges loom on the horizon. Inflation and geopolitical tensions are factors we closely monitor, as they could disrupt the current economic climate. Michael Galanowsky, CFA Jim McCoy Lorenzo Esparza Angie Spielman Austin Ho Francois Maximilian Schramek, CFA Justin McCurdy, CFP® Matt Gibbons Patrick McDonald, CFP® Rob Wussler Laurence Rollins, CFP® Kaden J. Funk Orin Winick #financialadvisors #alternativeinvestments To read more, download our Q1'24 newsletter. https://lnkd.in/gwDNQKG2

Manhattan West is pleased to announce that two of its directors, Francois Maximilian Schramek, CFA, Managing Director & Financial Advisor, and Justin McCurdy, CFP®, Managing Director & Financial Advisor, were recognized as Entertainment Business Visionaries in the June 2024 edition published by L.A. Times B2B Publishing.    https://lnkd.in/gB2PmeQa

We are thrilled to share the successful launch of the Toronto F1 Exhibition, proudly showcased on CTV Your Morning! Check out the video here: https://lnkd.in/e7FpkXDr Our investment in this innovative project brings the excitement of Formula 1 to Toronto, offering an unparalleled experience for racing enthusiasts and newcomers alike. We’re looking forward to future exhibits in new cities and continuing to push the caliber of interactive entertainment. Congrats to everyone involved and the exciting developments yet to come. #F1 #Formula1 #AlternativeInvestments #PrivateEquity #Toronto 

“We are embarking on a game-changing partnership with Manhattan West that we feel will take Volo to the next level of growth. Our ultimate goal is to grow our Volo community, create deeper social connections in our cities, and expand the impact of Volo Kids,” said Giovanni Marcantoni, Founder and CEO at Volo Sports. “We see Manhattan West as the perfect teammate to help us achieve further growth. The network, funding, and intellectual capital from this partnership will help us better serve our existing user base, improve our product offering, and bring the Volo experience to even more cities throughout the U.S.” To read the press release, visit https://lnkd.in/g3MRr7Wv   Matt Gibbons Austin Ho Kaden J. Funk Lorenzo Esparza Jim McCoy #privateequity

Manhattan West Strengthens Its Tri-State Area Presence with Addition of Seasoned Wealth Advisor Larry Rollins, CFP® Strategic new hire to help expand private wealth management footprint in Connecticut, New York, New Jersey, and southeast Florida “Larry’s experience is a huge asset to our team. The advantage of hiring experienced, entrepreneurial advisors is that the firm and our clients feel the impact immediately. Larry’s dedication aligns with our firm values as we are investing in creating a powerful team for discerning investors and strengthening our presence on the East Coast to better serve our high-net-worth clients in this region” said Lorenzo Esparza, CEO and Founding Principal of Manhattan West. Matt Gibbons Austin Ho Kaden J. Funk Lorenzo Esparza Angie Spielman Francois Maximilian Schramek, CFA Jim McCoy Justin McCurdy, CFP®Nicholas Wolf, CFP®, CEPA® Patrick McDonald, CFP® Rob Wussler #FinancialAdvisors https://lnkd.in/gGSwnJJ7

Rev your engines for the Formula 1® Exhibition Toronto, featuring iconic race cars, racing simulators, and never-before-seen artifacts The all-new F1® Exhibition roars into Toronto's Lighthouse ArtSpace on Friday, May 3, 2024. Visitors can experience what it’s like to get behind the wheel of an F1® car in state-of-the-art simulators using official F1® gaming equipment. Boasting a wide range of exclusive contributions from the sport’s most legendary teams and personalities, exhibition highlights will include iconic Formula 1® race cars from different eras as well as never-before-seen artifacts and video material. Delivering a storytelling adventure across six specially designed rooms, spanning over 13,000 sq. ft., and in collaboration with award-winning curators, artists, and filmmakers, the exhibition offers unique insights into the extraordinary world of Formula 1®. Matt Gibbons Austin Ho Kaden J. Funk Lorenzo Esparza Angie Spielman Francois Maximilian Schramek, CFA Jim McCoy Justin McCurdy, CFP®Nicholas Wolf, CFP®, CEPA® Patrick McDonald, CFP® Rob Wussler #Formula1 Fans can register now at F1Exhibition.ca to be among the first to secure their entry. Pre-sale tickets go on sale Tuesday, March 26, 2024, at 10 a.m. EDT. Tickets will go on sale to the general public on Thursday, March 28, 2024, at 10 a.m. EDT.   Read the press release https://lnkd.in/gnSdRxrr

Spotlight on Angie Spielman: Empowering Women Through Tailored Wealth Management In honor of Women's History Month, we recognize Manhattan West Founding Partner Angie Spielman, a financial advisor with a proven track record of success in managing assets and liabilities for clients across various life stages. Her focus on financial education and empowerment has led her to develop a niche in working with women seeking financial independence. She leverages her extensive experience, from the fixed income trading floors of New York to top middle-market banking in Southern California, to provide clients with a tailored, data-driven approach to navigating their financial landscape. This expertise allows her to help clients make informed decisions for both wealth creation and preservation. To learn more about how Angie can help you, connect with her at aspielman@manhattanwest.com. Lorenzo Esparza Jim McCoy Francois Maximilian Schramek, CFA Justin McCurdy, CFP® Matt Gibbons Nicholas Wolf, CFP®, CEPA® Patrick McDonald, CFP® Rob Wussler Austin Ho #financialadvisers #womenempowerment #womeninbusiness #womeninfinance #womenandwealth #womenbusinessowners #womenentrepreneurs #womenfounders

Empowering Women Towards Financial Independence Today we celebrate International Women's Day and acknowledge the impactful social, economic, cultural, and political contributions women have made in all areas of society. We are proud to help empower women through financial guidance acting as a resource to educate women about personal finance, investing strategies, and wealth management, equipping them with the knowledge and tools to navigate the financial landscape and build a secure future. Angie Spielman Lorenzo Esparza Jim McCoy Francois Maximilian Schramek, CFAJustin McCurdy, CFP®Matt Gibbons Nicholas Wolf, CFP®, CEPA® Patrick McDonald, CFP® Rob Wussler Austin Ho #financialadvisors #womenempowerment #womeninbusiness #womeninfinance #womenandwealth #womenandfinance #womenbusinessowners #womenentrepreneurs #womenfounders To learn more, visit https://lnkd.in/d893R7sT. 

We are thrilled to announce Founding Partner and Financial Advisor, Angie Spielman, recently had her article published by WealthManagement.com. Her article explores the benefits of engaging with younger generations to foster longer-lasting relationships with her clients.   You can read her article here: https://lnkd.in/dCCasRPR   “Financial advisors who prioritize financial literacy among their clients' younger generations can lay the foundation for financial security and trust, nurturing enduring client relationships for a thriving, sustainable practice.”   #alternativeinvestments #wealthmanagement #financialadvisors #financialplanning #privatewealth #uhnw #realestate #privateequity #privatecredit #venturecapital #privatemarkets #publicmarkets

As year end approaches, it’s important to reflect on your financial situation and identify strategies to prepare for a successful future. Managing Director of Tax Services, Elliott Brack, CPA recently shared his insights with Financial Planning on critical tax questions financial advisors and clients should consider before December 31st. Click to read more: https://lnkd.in/dyNwuF9M #taxes #taxexperts #taxcredits #taxadvisory #financialplanning #uhnw #wealthmanagement #assetmanagement #financialadvisors #familyoffices