A complete list of active advisors currently associated with Gotham Block, LLC
Warmer can help you find a great advisor at Gotham Block, LLC or one who fits your needs even better.
Gotham Block provides investment management, financial planning, and quantitative finance and data‑science consulting to a mix of clients, including pension and profit‑sharing plans, trusts, corporations, and individual investors. Offerings include discretionary portfolio management across mutual funds, ETFs, individual securities and derivatives, along with project‑based and ongoing financial planning engagements. The firm’s approach blends macroeconomic and technical analysis with systematic, quantitative methods to quantify and manage portfolio risk, pursue tax efficiency across accounts, and employ defensive option positions and periodic rebalancing. Gotham Block can implement strategies on both custodial and held‑away accounts, accepts discretionary trading authority, and may recommend private placements for accredited investors when consistent with client objectives. Noteworthy for an investment‑manager, Gotham Block conducts public educational seminars and workshops, provides pension consulting, and accepts hourly planning engagements, expanding its client services beyond what many peers offer. The firm also engages in corporate consulting in quantitative finance and data science and notes a related blockchain software activity associated with its leadership, reflecting a technology‑oriented, quantitative background.
To learn more about the advisors currently working at Gotham Block, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 5
|
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