COOPER/HAIMS ADVISORS, LLC of VICTOR, NY is an SEC-registered investment adviser (CRD 124122). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Joelle Lauren Donahoe | CHIEF COMPLIANCE OFFICER | — |
| Daniel Norris Jones | MANAGING DIRECTOR | — |
| HAIMS HOWARD J | CHIEF COMPLIANCE OFFICER; MEMBER; PRESIDENT | — |
| YAWMAN ROBERT PHILIP | MEMBER; MEMBER - CHIEF COMPLIANCE OFFICER; SECRETARY (+1 more) | — |
| COOPER-HAIMS CAROLE | VICE PRESIDENT | — |
| BENTLEY RICHARD T | CEO/ CFO/ DIVISION MANAGER - (10/2019); CO-MANAGING MEMBER; MEMBER | — |
| LAPRETA JOYCE MARIE | CHIEF COMPLIANCE OFFICER | — |
| ROES BRIAN SCOTT | CHIEF OPERATIONS OFFICER; CO-MANAGING MEMBER | — |
| HAIMS JARED | CHIEF MARKETING OFFICER; CHIEF MARKETING OFFICER / CHIEF COMPLIANCE OFFICER (01/2018); CO- MANAGING MEMBER (+2 more) | — |
| BENTLEY JOHN THOMAS | CEO/ DIVISION MANAGER - (10/2019); DIVISION MANAGER | — |
| YAWMAN ROBERT P | CO- MANAGING MEMBER - CHIEF COMPLIANCE OFFICER | — |
| SWEEZY TOBEY | CHIEF COMPLIANCE OFFICER | — |
| DONAHOE JOELLE LAUREN | CHIEF COMPLIANCE OFFICER | — |