Rich Saperstein
Rich Saperstein is the Founder and Chief Investment Officer of Treasury Partners, an investment management firm based in New York City. He leads a team of 29 professionals in providing a wide range of financial services for clients, including wealth management, asset allocation, financial planning, estate planning, and corporate cash management. Saperstein has more than 40 years of experience on Wall Street and is widely acknowledged for his investment acumen. Prior to launching Treasury Partners, he served as a Managing Director for Oppenheimer & Co., a Senior Managing Director at Bear Stearns, and became affiliated with Hightower Advisors.
Rich Saperstein Professional Experience / Academic History
Professional Experience
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Founder and Chief Investment Officer
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Senior Managing Director, Private Wealth Management and Treasury Management
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Managing Director, Investments and Private Wealth Management
Academic History
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M.B.A., Finance
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B.A.Sc., Economics
Saperstein has been dedicated to serving client financial needs for over three decades.
He heads a team of 29 professionals who deliver a comprehensive array of corporate cash and wealth management services.
Other services include lending solutions, estate planning, insurance needs, and philanthropic solutions.
Comprehensive performance reporting across multiple platforms is provided to all clients.
CURRENT AFFILIATIONS
Board of Directors, Hightower Advisors
International Advisory Council Member, Fundação Dom Cabral
Management Advisory Council, New York University Leonard N. Stern School of Business
RECOGNITIONS
Barron's Hall of Fame
Barron's Top 100 Financial Advisors, 2018 -2024
Barron's Top 1200 Financial Advisors, 2014 - 2024
Barron's Top 250 Private Wealth Management Teams, 2022 - 2024
Barron's Top 100 Independent Advisors, 2012 - 2023
Forbes America's Top Wealth Advisors, 2020 - 2024
Forbes Best-in-State Wealth Advisors, 2020 - 2024
Financial Times Top 300 Registered Investment Advisors, 2016 - 2017
EARLY CAREER
He began his career in 1982 and joined Oppenheimer & Co. in 1987.
In 2003, he and his team moved to Bear Stearns where they established and ran the Corporate Cash Management Group.
After J.P. Morgan acquired Bear Stearns in 2009, he and his team became affiliated with Hightower Advisors and launched Treasury Partners.
MEDIA & PUBLICATIONS
He frequently shares his perspectives in The Economist, The Wall Street Journal, Barron’s, Forbes, CNBC, Bloomberg, Fox Business News, and The New York Times.
He has also appeared in Yahoo! Finance, Fox Business, TheStreet, Financial Week, Smart Money, and more.
He has been invited to speak at conferences sponsored by various industry groups, including the Association for Financial Professionals, Tiburon Strategic Advisors, the Investment Management Network, and Index Universe.