Read Hubbard
New York University School of Law
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Read Hubbard is a highly experienced financial professional with over 27 years of work experience. He specializes in customized investment strategies, philanthropic and endowment management, corporate retirement plans, planned giving, and real estate. Based in the United States, Read is dedicated to helping individuals and families achieve their financial goals. He is known for his ability to reverse engineer goals and assist clients in better managing their lives. Read is also a member of The Erdmann Group and has held various legal and financial services roles throughout his career.
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About
Hello, Helping you become even more successful by taking responsibility and guiding you through some of the most important and critical transitional moments and events in your family's lives. Allowing you to free up time and capacity, which frees up intellectual and emotional bandwidth, allowing you to focus on what is most important to you. Being purposeful stewards of your assets and wealth. These are some of the things we will do do for you and your family.We try to reverse engineer your goals and aspirations, helping you to better manage your lives, while serving five primary roles; Personal Banking Liaison, Wealth Management Planner, Investment Advisor, Strategic Philanthropic Guide and Friend/Confidante for all matters, be they financial or not. These roles are very fluid, and can evolve with the goals and needs of our families. This is a business built on trust. We aspire to work with people we like and respect, who hopefully feel similarly about us. Your interests are aligned with ours. We are not brokering transactions. We are building relationships. You get an advisor and team that cares deeply about you, your family and your goals.I am fortunate and proud to be part of The Erdmann Group. All the best and continued success!ReadA financial professional with over 20 years of legal and financial services experience, from 2001 to 2011, Read was head of trading of Eos Partners, L.P. Prior to Eos, He was an analyst and trader at Kadem Capital. Before that, Read practiced corporate law at Willkie Farr & Gallagher LLP and Clifford Chance LLP.Read graduated Cum Laude from Harvard College, where he played varsity football and lacrosse. Read is also a graduate of NYU School of Law. He is admitted to practice law in NY, CT and the Federal Courts. Read does not offer legal advice in his role as Financial Advisor.Read is on the boards of of Mission a.k.a. The CT Challenge, The Norwalk Community College Foundation, The New York Executive Board of Harlem Lacrosse, The Open Doors Shelter in Norwalk, CT and SoundWaters.Read is an avid reader (listener via Audible), a bad golfer, a mediocre cross fitter and steadfastly refuses to quit playing lacrosse.
...See MoreWork Experience
Senior Financial Advisor | Senior Vice President
Senior Vice President | Senior Financial Advisor | Portfolio Manager
Financial Services
Read Hubbard's Professional Milestones
- Senior Vice President | Senior Financial Advisor | Portfolio Manager (2014-02-01~): Developed and implemented strategic financial solutions to drive sustainable growth and strategic investment opportunities.
- Senior Associate (1998-02-01~1999-05-01): Implemented effective programs and processes, improving operational efficiency and driving organizational success.
Education
Skill
Customizable Investment Strategies
Philanthropic And Endowment Management
Corporate Retirement Plans
Planned Giving
Real Estate
Divorce Wealth Management Planning
Future Cash Flow Analysis
Multi Generational Planning
Goals Based Planning
Corporate Finance
Estate And Wealth Structuring
Fundraising
Behavioral Analysis
Strategic Portfolio Construction
Pre And Post Liquidity Strategies
Manager Selection
Mentoring
Executive Services
Faith Based Investing
Institutional And Corporate Services
Business Financial Strategies
Capital Markets
Succession Planning
Values Based And Esg Investing
Weath Management Planning
Youth Lacrosse Coach
Advice And Guidance
Family Wealth Management Strategies
Financial Education
Financial Markets
Networking
Non Profits
Angler
Collaberative Problem Solving
Retirement And College Planning
Non-profits
Certification
Colleagues
John "Jack" C. Davis
Owner
Patrick Jarin
Business Owner | Financial Advisor
Hadas Cohen
owner & designer at hadas creations
Robert Alton
blackberry support at merrill lynch and owner hopewell basketball
Shiny Jacob
Digital Product Owner
Other Named Read Hubbard
Frequently asked questions
We found 1 Read Hubbard's email addresses
We found 3 Read Hubbard's phone numbers
Read Hubbard works for Merrill Lynch
Read Hubbard's role in Merrill Lynch is Senior Vice President | Senior Financial Advisor | Portfolio Manager
Read Hubbard works in the industry of Financial Services
Read Hubbard's colleagues are John "Jack" C. Davis,Patrick Jarin,Hadas Cohen
Read Hubbard's latest job experience is Senior Vice President | Senior Financial Advisor | Portfolio Manager at Merrill Lynch
Read Hubbard's latest education in New York University School of Law