ED
Enri Dama
Investment Professional at Wealthedge® Advisors
View Enri's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Investment Professional
2024 - Present · 11 months
Vice President
2017 - 2023 · 6 years
Selected Wall Street Firms
Portfolio Manager
2011 - 2017 · 6 years
Company Details
11-50 Employees
WealthEdge® Advisors is an independent Wealth Management Firm. We specialize in working with Attorneys, Physicians, Executives and Business Owners. We offer a full range of Financial Services to help clients PLAN, PROTECT, and PRESERVE their WEALTH. Our core services include Advanced Planning, Individual and Business Tax Planning and Accounting & Investment Management Services. We believe that Wealth Management is an all-encompassing, life-long relationship, bringing together financial planning, investment strategies, and outside relationship management (lawyers, physicians, nursing staff, insurance agents, bankers, etc.) with a complete understanding of all tax implications.
Year Founded
1985
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
99 Park Avenue Suite 1920 New York, NY 10016, US
Keywords
Financial Planning & Wealth ManagementInvestment ManagementAccountingand Tax Planning & Preparation
Discover More About Cleveland Clinic

Find verified contacts of Enri Dama in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.