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Duane Hirsch
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Work Experience
Lead Advisor
Feb 2010 - Present · 14 years and 11 months
stavis margolis advisory services
Senior Advisor
Jan 2005 - Feb 2010 · 5 years and 1 months
Company Details
AT CI STAVIS & COHEN PRIVATE WEALTH, we understand the complex nature of the wealth-building and estate considerations that families face - and recognize the importance of timely, personalized and ongoing advice. We are a Houston-based, private wealth management firm with the experience and culture to deliver a powerful combination of high-tech and high-touch planning to help multi-generational families manage the complexities of their wealth. See important disclosure information at https://www.stavisandcohen.com/. For additional information about FINRA/SIPC, please visit their websites: http://www.finra.org/ http://www.sipc.org/
Year Founded
2009
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
1330 Post Oak Blvd. Suite 2190 US,Texas,Houston,77056
Keywords
Financial PlanningInvestment Management
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