UnitedAsset.com is a fee based independent registered investment advisory firm serving families, businesses, pensions and foundations.

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Finance

Insurance

United Asset Management

United Asset Management's headquarters in Garden City, NY, United States

Michael V. Riccardi

Robert Murphy

Shane Miller

Cindy Somer

Lee DeLorenzo

Richard M. Sajkoski

The Financial Planning and Advisory team at United Asset Management provides comprehensive financial strategies and personalized investment advice to families, businesses, pensions, and foundations. They focus on developing tailored financial plans, managing pension funds, offering insurance solutions, and optimizing investment portfolios to help clients achieve their financial goals.

Financial Planning and Advisory

The Client Services Team at United Asset Management is dedicated to enhancing client satisfaction and retention by delivering personalized support and ensuring smooth interactions. This team handles client inquiries, manages account updates, and collaborates with other departments to resolve concerns efficiently, ensuring an exceptional client experience across all touchpoints.

Client Services Team

The Investment Strategy Team at United Asset Management develops and implements comprehensive investment strategies to optimize portfolio performance for high-net-worth families, businesses, pensions, and foundations. Utilizing expertise in equities, options, fixed income, portfolio management, trading, and technical analysis, the team conducts in-depth market research and data analysis to craft tailored investment solutions that align with clients' objectives and risk tolerance.

Investment Strategy Team

The Leadership Team at United Asset Management is responsible for setting the strategic direction and vision of the firm, ensuring that investment strategies align with client goals. This team oversees operations, portfolio management, and client relations, fostering a culture of innovation and excellence to enhance service delivery to families, businesses, pensions, and foundations.

Leadership Team

This department oversees the coordination of office activities and supports executive operations to ensure efficiency.

Administrative Operations

This department focuses on analyzing and interpreting data to support business decision-making and enhance operational efficiency.

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United Asset Management

Org chart

Board & advisors

Teams

Financial Planning and Advisory

Client Services Team

Investment Strategy Team

Leadership Team

Administrative Operations

Business Analysis

Offices

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United Asset Management

Org chart

Board & advisors

Teams

Financial Planning and Advisory

Client Services Team

Investment Strategy Team

Leadership Team

Administrative Operations

Business Analysis

Offices

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