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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
April 01, 2008 at 04:00 AM
Dr. Walter V. Gerasimowicz
Chairman and CEO
Meditron Asset Management, LLC
641 Lexington Avenue, Suite 1400
New York, NY 10022
Phone: 212-622-7822
Fax: 212-622-7823
E-mail: [email protected]
Web site: www.meditronassetmanagement.com
Additional offices: Zurich, Switzerland, and Taipei, Taiwan
Year firm founded: 2003
Assets under management: $980 million
Number of clients: 80
Client minimum: $1 million
Compensation method: Fee-only (usually 1% of assets under management)
Education: B.S. in Chemistry from Ursinus College; M.S. and Ph.D. degrees in Physical Chemistry from Villanova University; M.B.A in Finance from the Wharton School of the University of Pennsylvania
Previous incarnations: Sr. VP, Director of Advisory Services and Chief Investment Strategist for Lehman Brothers Private Client Services Division; Head of the International Portfolio Advisory Group at J.P. Morgan Securities Inc.; Senior Scientist for the U.S.D.A. and the Naval Research Laboratories (NRL) in Washington, D.C., specializing in multiple-quantum nuclear magnetic resonance and solid-state thermodynamic research
Outside interests: Sings with the Carnegie Hall choir
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