SR
Stephen Robie
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Work Experience
SIR Holdings, LLC
Founder And Managing Partner
Sep 2008 - Present · 16 years and 4 months
Veneto Capital Management, LLC
Senior Principal/Senior Vice President - Finance And Operations
Jan 2015 - May 2019 · 4 years and 4 months
Company Details
11-50 Employees
Noyack Wealth Club (NWC) is a nonprofit whose mission is to provide financial education to #Millennials, #GenZ and specifically High Earners Not Rich Yet (HENRYs). NWC is a global leader in financial literacy operating with the pillars of Education & Enablement; i.e access to private markets. Ask anyone where they received practical education to manage their finances and wealth and invariably the answers are social media or nobody. Sad state of affairs. Noyack Wealth Club is fixing this. We are educating Millennials and Gen Z in a safe, agenda-free space preparing them for the Great Wealth Transfer. $40 trillion will pass from Baby Boomers to younger generations; that’s a lot of cheddar! Are they prepared? How will they make decisions? Where will they get the practical education? Who are their mentors & coaches? This is where we come in, building a community around financial self-empowerment. Our core product is the Noyack Wealth Academy, an asynchronous, modular curriculum where we learn about trusts and estates, family wealth transfer, retirement planning, tax strategies, and most importantly, private markets investing. We do this online in a digital campus, with live events, detailed research reports, and of course, the #1 subscribed newsletter about financial literacy and private investing in the US - Noyack Wealth Weekly. This nonprofit mission of ours is all about bringing people together in a community to learn, explore, and control their financial destiny. Because when someone decodes financial planning they unlock better neighborhoods allowing access to the best schools and best universities further propelling them to the best careers and the best networks…unlocking the world. Hopefully, we teach our community to fish for themselves so they can build generational security. Education, community, and access... that's who we are and...so are you. AccessGranted™
Year Founded
2021
Social Media
Linkedin
Industry
Higher Education
HQ Location
New York, NY 10007, US
Keywords
financial literacyprivate investmentslternative investmentseducatiolive eventsinvestment researchsubject matter expertscommercial real estateprivate equityventure capital
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