Papamarkou Wellner Asset Management, Inc. ("Papamarkou Wellner") provides bespoke investment solutions to High Net Worth Individuals, Family Offices, Endowments, Institutions, and Foundations. A global firm with a client base that spans across the continents, Papamarkou Wellner was founded by Alexander Papamarkou and has been based in New York City since its inception in 1982. Today, the employee-owned Firm advises its clients on the management of several billion dollars of their investments.
Papamarkou Wellner focuses on protecting and enhancing the wealth of its investors by researching and selecting top performing investments across asset classes. We take great pride in the discreet and highly personalized services we offer. Papamarkou Wellner's expertise includes equity and fixed income investing as well as alternative investments in private equity, hedge funds, venture capital, and real estate. Utilizing its deep global network, the firm also offers clients access to select investment opportunities including private deals, closed funds, SPACs, and special situations.
Papamarkou Wellner has several separately managed in-house strategies:
The PW Growth Equity Strategy (an equity portfolio of high-quality large cap companies).
The PW Growth & Income Strategy (an equity portfolio with a goal of compounded capital growth and above average levels of dividend income).
The firm also manages several private funds--please reach out if you're interested in learning more. The Investment Committee continually monitors these investments and their performances.
The Firm's registered, full service broker/dealer, Papamarkou Wellner & Co., Inc. ("PW & Co.") provides trading in global equities, fixed income, options and foreign exchange markets as well as access to margin lending capabilities.
Papamarkou Wellner Asset Management, Inc. is an SEC-registered investment adviser. The Firm's wholly owned subsidiary, Papamarkou Wellner & Company, Inc., is a member of FINRA, SIPC, NFA, and MSRB. Link to BrokerCheck