Managing Wealth at the highest level

For decades, we have focused on the financial needs of individuals, families and institutions in the United States and abroad. What our team shares in the management and preservation of our clients’ wealth, however, is an unrelenting commitment to the highest standards of professional financial guidance.

Our Team
Peter Bermont
Peter L. Bermont
Managing Director
michael gold
Michael D. Gold, AAMSTM
Senior Vice President, Investments Managing Director
bill bermont
Bill Bermont
Managing Director
kim schectman
Kim Shechtman, AAMS™
Financial Advisor
Jesus Cruz
Jesus Cruz
Business Manager
kimberly arguella
Kimberly Argüello, CFA, CIMA
Senior Investment Portfolio Analyst
Mariana Permuy
Mariana Permuy
Senior Registered Client Service Associate
kim oliveros
Kim Oliveros
Senior Registered Client Service Associate
Danay Venereo Bio Image
Danay Spencer
Sr. Client Service Associate
Bermont Team Photo

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