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Family Office

Finance General

Founded: Not Available
Headquarters: 1127 Edgewater Dr, Orlando, Florida, 32804, United States
Overview
Location
Florida, United States
Headquarter
1127 Edgewater Dr, Orlando, Florida, 32804, United States
Contact Number
(407) 420-9005
No of Employees
22 Employees
Industry
Finance General
Contact Email
Not Available
Company Type
Private Company
Website
www.familyofficeinfo.com
Founded
Not Available
CEO
Not Available
Codes
SIC Code 62,628 | NAICS Code 52,523
Annual Revenue
<$5 Million
Total Funding
Not Available
Recent Funding Amount
Not Available
No of Funding Rounds
0
Social Handles

Company Overview

We focus on the processes for the selection and monitoring of your Investment Managers. We provide the tools needed you need to frequently evaluate the performance of your many outside advisors and to measure progress toward your financial goals. Family Office ® is not a trust company nor an investment advisory house " we are an independent personal services firm dedicated to your familys success. We also draw on our decades of experience to help you select the appropriate specialists for specific purposes when needed.

Employees by Level

VP-Level

1

Director

1

Non-Manager

2

Top Contacts

4

Top C-suite Members of Company

Connect with key decision-makers at Family Office. View contact details of C-suite executives and leadership team.

NameTitleContact
Tangela WilliamsAdministrative Assistantt****[email protected]
Stacy SullivanVice Presidents****[email protected]
Tangela WilliamsAdministrative Assistantt****[email protected]
Dakota CummingsNannyd****[email protected]
Suzanne LesterCaregivers****[email protected]
Luz CorreaNannyl****[email protected]

Employees Contact

Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.

NamePositionPhoneEmailProfile
Daniel Mckeon
Finance Associate
******5334[email protected]
Nadia Petrova
Family Office Manager
*******4573[email protected]
Adrian Garcia
Chief Financial Officer
******9899[email protected]
Brian Brady
Family Office
******4653[email protected]
Kate Carney
Executive Assistant And Office Manager
******6023[email protected]
Michael Sheehan
Risk Allocation
******2224[email protected]
Stephen Kaye
Chief Operations Officer
******3654[email protected]
Mark Bondiett
Futures Trader
******8200[email protected]
Eeshan Ahuja
Investor
*******5514[email protected]
Santiago Manfredi
Managing Partner
******8875[email protected]
Chad Maxwell
Investment And Asset Management
*******4548[email protected]
H Neal Kingsbury
Marketing, Sales And Management Professional And Financial Planning
******9983[email protected]
Mehul Vora
Managing Director
******8875[email protected]
Sean Castillo
Investment Professional
*******0181[email protected]
Ming Tang
Chief Information Officer
******5371[email protected]
Ryan Brooks
Personal Investing And Portfolio Management
*******6129[email protected]
Danielle Montoya
Senior Communications Officer
******2176[email protected]
Mark Whyman
Chief Investment Officer
*******1170[email protected]
Billy Chien
Family Office Specialist
******5500[email protected]
Syamala Swaminathan
Private Wealth
******8875[email protected]
Tiffany Bay
Senior Tax Manager
******4330[email protected]
Carolina Kulish
Investment Manager
******6437[email protected]
Celia Konig
Relationship Manager
******9428[email protected]
James Lindsay
Investment Associate
*******1972[email protected]
Ted Burdick
Portfolio Manager
******5426[email protected]
Kevin Scullin
Portfolio Manager
*******0205[email protected]
Rob Mcgill
Senior Manager, Tax And Finance
******7693[email protected]
Victor Samson
Owner
******1803[email protected]
Wanda Campbell
Bookkeeper
******9128[email protected]
Darren Horvath
Investments
*******9459[email protected]
Rachel Jung
Controller
*******6944[email protected]
Seth Rogers
Rogers Family Office
******7071[email protected]
Andrea Remski
Project Manager
******9333[email protected]
Robert Petrie
Portfolio Property
******8875[email protected]
Melinda Lewison
Managing Director
******8875[email protected]
Travis Hayes
Financial Analyst
*******2600[email protected]
Danielle Edwards
Controller
******9333[email protected]
Kyle Everett
Senior Accountant
******5100[email protected]
Robyn Buckingham
Executive Assistant, Office Manager And Accounting Assistant
*******5569[email protected]
Ray Rose
Chief Financial Officer And Controller
******1363[email protected]
Tim Hentzel
Chief Financial Officer
******3103[email protected]
Ksenia Beltsova
Controller
******9652[email protected]
Colin Bell
Portfolio Manager
******3843[email protected]
Louis Davis
Legal Analyst
*******1850[email protected]
Ariella Faigen
Accountant
******8427[email protected]
Rajat Malhotra
Analyst
******8875[email protected]
Roseanne Pinero
Legal And Compliance
******5719[email protected]
Bob Manganelli
Compliance
******8875[email protected]
Hadi Taheri
Chief Investment Officer
******9333[email protected]
Ben Birkett
Senior Accountant
******7736[email protected]
Mary Ferguson
Controller And Cpa
*******2644[email protected]
Laila Bdour
Ea And Office Manager
******3165[email protected]
Sally Blanchard
Tax
******4464[email protected]
Peter O''neill
Associate
*******8900[email protected]
Diana Barthauer
Private Wealth Management
******6884[email protected]
Joseph Thurakal
Senior Portfolio Manager
******7592[email protected]
Sara Colorado
Controller
******8875[email protected]
Hunter Johnson
Private Equity Investor Advisor
*******0648[email protected]
Jess Gaitan
Property Manager
******6615[email protected]
Mary Robbins
Chief Financial Officer And Chief Information Officer
******1200[email protected]
Rick Velez
Trader
******8875[email protected]
John Wittman
Principal
******0120[email protected]
Joseph Farber
Portfolio
******8875[email protected]
Austin Walsh
Principal
******0015[email protected]
Stefan Fischer
Investor
*******9393[email protected]
Dilip Badlani
Investment Professional
******4268[email protected]
Stefan Michaelcheck
Private Investor
******9077[email protected]
Richard Neely
Trusted Advisor
******2268[email protected]
Mark Schwartz
Co-founder
******1000[email protected]
Kelly Berkley
Contract Executive Assistant
******0601[email protected]
Donald Brown
President
******9005[email protected]
Marcos Cunha
Managing Partner
*******8494[email protected]
Nicholas Frost
Portfolio
******8981[email protected]
Michael Graub
Principal Family Office
******3141[email protected]
Michael Ouellette
Chief Executive Officer
*******6067[email protected]
Katy Schermann
Manager
******5689[email protected]
Li Dick
Family Office Controller
******9007[email protected]
Peter Alemis
Associate
*******1455[email protected]
Allison Gottlieb
Assistant Controller
******4077[email protected]
Ritu Tyagi
Controller
******5276[email protected]
Brayden Harris
Director
*******2053[email protected]
Evan Gurman
Senior Accountant
******3000[email protected]
Amy Golladay
Family Office Liaison
******5551[email protected]
Donny Epp
Senior Communications Officer
******4777[email protected]
Rob Fortunato
Trader
******0822[email protected]
Bryan Foat
Chief Investment Officer
******6541[email protected]
Daniel Schatzman
Director Of Hedge Fund Research
******8875[email protected]
Mark Van Overbeek
Chairman And Chief Executive Officer
******8875[email protected]
Janessa Ray
Assistant Manager
*******1320[email protected]
Kai Victoria
Real Estate
******3304[email protected]
Lisa Delafontaine
Chief Financial Officer
******1405[email protected]
Lisa Klein
Chief Financial Officer
******1315[email protected]
Christopher Bergen
Financial Advisor
******8875[email protected]
Sankha Banerjee
Managing Partner
******8100[email protected]
Ted Andrews
Private Investor
******8875[email protected]
Sarah Walczewski
Director Of Operations
******4151[email protected]
Andreas Koudellou
Consultant
******2428[email protected]
Patricia Logan
Associate
*******3843[email protected]
Spencer Wright
Chief Information Officer
******8551[email protected]
Clayton Burdelik
Venture Capital Analyst
*******1482[email protected]

Email Formats

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Technology Stack

Technology

WordPress.org
WordPress.org

WordPress.org technology used by Family Office

PHP
PHP

PHP technology used by Family Office

AppRiver
AppRiver

AppRiver technology used by Family Office

Google Font API
Google Font API

Google Font API technology used by Family Office

Frequently Asked Questions

What is the address of Family Office's headquarters?

Family Office is headquartered at 1127 Edgewater Dr, Orlando, Florida, 32804, United States.

How can I contact Family Office by phone?

You can reach Family Office by calling their customer support number at (407) 420-9005.

What is the official website for Family Office?

You can visit Family Office's official website at www.familyofficeinfo.com.

How much revenue does Family Office generate?

Family Office reports an annual revenue of approximately <$5 Million.

What is the SIC code for Family Office?

The Standard Industrial Classification (SIC) code for Family Office is 62,628.

What is the NAICS code for Family Office?

Family Office falls under the NAICS code 52,523.

How many people work at Family Office?

Family Office has a workforce of about 22 employees.

Which industry is Family Office part of?

Family Office operates in the Finance General, Finance industry.

Which technologies are used by Family Office?

Family Office utilizes technologies like WordPress.org, PHP, AppRiver, Google Font API.

Who is the Chief Executive Officer (CEO) of Family Office?

The CEO of Family Office is .

How can I get in touch with Family Office?

To contact Family Office, call (407) 420-9005 or visit their website at www.familyofficeinfo.com

Is Family Office a publicly traded company?

No, Family Office is a private company.

Who are the main competitors of Family Office?

Key competitors of Family Office include Sterling Total Wealth Solutions, Inlet Private Wealth, O'keeffe Financial Partners, Tedstrom Wealth

Where can I find Family Office on social media?

You can follow Family Office on Linkedin to stay updated with their latest news and services.

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