About
I am a Senior Managing Director at First Republic Securities Company.
With over…
Activity
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The new year can set the stage for new beginnings. If you are looking to better manage your finances, read more about three strategies rooted in…
The new year can set the stage for new beginnings. If you are looking to better manage your finances, read more about three strategies rooted in…
Shared by Abe Borenstein
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Supporting a great nonprofit - The Home for Little Wanderers. https://lnkd.in/d7ZVBz9i Citizens Private Bank was proud to be the presenting…
Supporting a great nonprofit - The Home for Little Wanderers. https://lnkd.in/d7ZVBz9i Citizens Private Bank was proud to be the presenting…
Liked by Abe Borenstein
Experience
Education
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City University of New York-Baruch College - Zicklin School of Business
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Majored in Finance with a Minor in Statistics
Licenses & Certifications
Honors & Awards
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Top Wealth Advisors Best-In-State 2023, 2022, 2021, 2020
Forbes
Forbes/SHOOK Best-In-State Wealth Advisors (04/04/23, data as of 06/30/22); (04/07/22, data as of 06/30/21); (02/11/21, data as of 06/30/20); (01/06/20, data as of 06/30/19); (02/20/19, data as of 06/30/18). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: jpmorgan.com/award-disclosures
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Barron's Top 1,200 U.S. Financial Advisors
Barron's
Barron's Top 1,200 U.S. Financial Advisors (03/12/21). Data as of 09/30/20. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures
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America's Top Wealth Advisor
Forbes
Forbes/SHOOK Top Wealth Advisors (09/10/19). Data as of 03/31/19. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures
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Barron's Top 1,200 U.S. Financial Advisors
Barron's
Barron's Top 1,200 U.S. Financial Advisors (03/08/19). Data as of 09/30/18. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures
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Barron's Top 1,200 U.S. Financial Advisors
Barrons Weekly
Barron's Top 1,200 U.S. Financial Advisors (03/15/17). Data as of 09/30/16. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced. Methodology here: jpmorgan.com/award-disclosures
Organizations
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FPA
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More activity by Abe
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Congratulations to Cresset President and Chief Operating Officer Susie Cranston, who was honored as a recipient of the Commonwealth Club World…
Congratulations to Cresset President and Chief Operating Officer Susie Cranston, who was honored as a recipient of the Commonwealth Club World…
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Navigating family dynamics during holidays can bring both joy and challenges. These practical strategies can help foster healthier, more…
Navigating family dynamics during holidays can bring both joy and challenges. These practical strategies can help foster healthier, more…
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As 2024 concludes, several pressing economic questions remain about tariffs, China’s stimulus and more. Read the latest in today’s Top Market…
As 2024 concludes, several pressing economic questions remain about tariffs, China’s stimulus and more. Read the latest in today’s Top Market…
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J.P. Morgan is committed to supporting our military community, from the start of their service career to their transition to civilian life. J.P…
J.P. Morgan is committed to supporting our military community, from the start of their service career to their transition to civilian life. J.P…
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From AI infrastructure to the labor market, today’s Top Market Takeaways reviews what to look out for in the year ahead. Read more:…
From AI infrastructure to the labor market, today’s Top Market Takeaways reviews what to look out for in the year ahead. Read more:…
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A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying…
A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying…
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Whether you choose to dive into markets quickly or take it slow, what’s most important is enhancing your ability to stay invested. Here are just a…
Whether you choose to dive into markets quickly or take it slow, what’s most important is enhancing your ability to stay invested. Here are just a…
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This year, we’re seeing three emerging trends reshaping the philanthropy landscape. Learn more below and please don’t hesitate to reach out if you…
This year, we’re seeing three emerging trends reshaping the philanthropy landscape. Learn more below and please don’t hesitate to reach out if you…
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As the year comes to a close, both philanthropy and taxes are on the minds of investors. Learn how you can combine your year-end charitable giving…
As the year comes to a close, both philanthropy and taxes are on the minds of investors. Learn how you can combine your year-end charitable giving…
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