SHELTERWOOD FINANCIAL SERVICES L.L.C. of NEW YORK, NY is an SEC-registered investment adviser (CRD 131533). Regulatory assets under management: $62.0M.
| Name | Role | Location |
|---|---|---|
| TORTORELLO PETER WALTER | CEO/PRESIDENT/MANAGER; CHIEF OPERATING OFFICER; PRESIDENT & DIRECTOR - BOARD OF MANAGERS | — |
| HOUGHTON ALANSON BIGELOW | CHIEF INVESTMENT OFFICER | — |
| PAGE WARREN LEE | CHIEF COMPLIANCE OFFICER & CONTROLLER | — |
| FRANCIS PETER THAYER | BOARD CHAIR - BOARD OF MANAGERS | — |
| PROSINSKI JEFFREY JEROME | DIRECTOR - BOARD OF MANAGERS | — |
| ANGUS PATRICIA MARIE | MANAGING DIRECTOR - WEALTH ADVISORY SERVICES | — |
| RANKIN WILLIAM EDWARD | PRESIDENT/CHIEF OPERATING OFFICER AND DIRECTOR - BOARD OF MANAGERS | — |
| CURRIE SUZANNE JEANNE | VICE PRESIDENT | — |
| MARBERRY MICHAEL L | BOARD CHAIR - BOARD OF MANAGERS | — |
| TORTORELLO PETER W | CEO/PRESIDENT/MANAGER | — |
| HOUGHTON ALANSON B | CHIEF INVESTMENT OFFICER; CIO | — |
| PAGE WARREN | CCO & CONTROLLER | — |
| FRANCIS PETER T | BOARD CHAIR; BOARD CHAIR - BOARD OF MANAGERS | — |
| PROSINSKI JEFF | DIRECTOR - BOARD OF MANAGERS; MANAGER | — |
| PAGE WARREN L | CHIEF COMPLIANCE OFFICER & CONTROLLER | — |
| ANGUS PATRICIA | MANAGING DIRECTOR - WEALTH ADVISORY SERVICES | — |