Laidlaw Wealth Management LLC

Alex Shtaynberger is a financial advisor with Laidlaw Wealth Management LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Laidlaw Wealth Management since 2010 and has maintained a long-term association with Laidlaw & Company (UK) Ltd since 1999. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, including high net worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm focuses on customized portfolios using strategic asset allocation and a range of investment products, including no-load mutual funds, ETFs, structured products, and fixed-income securities, applying methodologies such as Modern Portfolio Theory and both fundamental and technical analysis.

Henry Mccormack is a financial advisor at Laidlaw Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Laidlaw & Co (UK) Ltd since 2009. Outside of his advisory role, he coaches soccer for the Paramus Spartans SC and teaches chess at the GM Valery Filippov Chess Academy. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using strategic asset allocation with no-load or institutional mutual funds, ETFs, structured products, and fixed-income securities, and employs methods including Modern Portfolio Theory and both fundamental and technical analysis.

Sachin Kumar is a financial advisor with Laidlaw Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Laidlaw Wealth Management and Laidlaw & Company (UK) Ltd. since 2019 and was previously employed at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using strategic asset allocation and a range of investment vehicles, including mutual funds, ETFs, structured products, and fixed-income securities, applying methods such as Modern Portfolio Theory and technical analysis.

Henrique Lucena is a financial advisor at Laidlaw Wealth Management LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and UBS Financial Services. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, including high net worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolios using strategic asset allocation and a range of investment products, employing methods such as Modern Portfolio Theory and fundamental and technical analysis.

Matthew Parker is a financial advisor at Laidlaw Wealth Management LLC with 29 years of industry experience. He has held positions at Laidlaw Wealth Management since 2019 and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. He holds Series 63 and Series 65 licenses. Laidlaw Wealth Management LLC provides investment management, financial planning, and consulting services to individuals, including high net worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm builds customized portfolios using strategic asset allocation and a range of investment products, applying methods such as Modern Portfolio Theory, fundamental and technical analysis, and also offers both discretionary and non-discretionary portfolio management.

Mathew Moschovas is a financial advisor at Laidlaw Wealth Management LLC in New York, NY, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been with Laidlaw Wealth Management since 2020 and is also associated with Lucius Partners LLC, where he provides consulting management services including board communication and research. Prior to this, he held roles at Laidlaw Company, Valet Kings, and Montclair State. Laidlaw Wealth Management offers investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm constructs customized portfolios using a range of investment products and methodologies, including Modern Portfolio Theory, and manages both discretionary and non-discretionary accounts.