RM
Vice President
MM
Vice President
DW
Vice President
BG
Vice President and Retirement Planning Specia...
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Watermark Capital Management
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
1266 E Main St Fl 6, Stamford, Connectic...Phone Number
(212) 314-4600Website
www.watermarkcm.comRevenue
<$5 MillionIndustry
About Watermark Capital Management
Watermark Capital Management offers tailored financial strategies to help clients achieve their retirement and long-term goals. Their services include financial planning, investment management, employer-sponsored plans, risk management, and estate planning strategies. The company focuses on understanding individual client needs and provides customized solutions with ongoing support. With a dedicated team of financial professionals, Watermark Capital Management emphasizes integrity and collaboration to guide clients through their financial journey.Explore more
Watermark Capital Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Watermark Capital Managem...
<$5M
1-10
Private
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GG
Gregory GelosoSenior Managing Director and Financial Advisor
Watermark Capital Management Tech Stack
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Frequently Asked Questions Regarding Watermark Capital Management
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Watermark Capital Management offers tailored financial strategies to help clients achieve their retirement and long-term goals. Their services include financial planning, investment management, employer-sponsored plans, risk management, and estate planning strategies. The company focuses on understanding individual client needs and provides customi... Read More
