Employee Review
- Current Employee, more than 3 years★★★★★
Top Notch Botique
29 Sep 2017 - Advisor in New York, NYRecommendCEO ApprovalBusiness OutlookPros
This is a Very well run firm with access to excellent product. The firm has established direct relationships with issuers that you can usually only expect at a wirehouse. Management is careful on the team they they hire (maybe too careful), a good group of professionals certainly not the typical environment you would expect in a small firm. The firm has a great in house portfolio manager and planner, anyone could make a great career here.
Cons
Firm may be too selective on the team they hire would be nice to see more new faces to develop.
Other Employee Reviews
- Current Contractor, more than 5 years★★★★★
great place to work
9 Dec 2019 - Financial Advisor in New York, NYRecommendCEO ApprovalBusiness OutlookPros
CEO is top notch. Keeps adding products that smaller firms never have the chance to market. Professional money managers and financial planners are available to help with client support.
Cons
as with any financial institution, regulations run the industry. This firm takes compliance very seriously.
Continue reading - Former Employee, more than 3 years★★★★★
Amazing place to grow your career!
5 Oct 2017 - CIO in New York, NYRecommendCEO ApprovalBusiness OutlookPros
Empire Asset Management is extremely well organized and run by CEO/Founder Gregg Zeoli. He has an attention to detail unlike anyone I have every worked for. No detail goes unnoticed, from the firms offices to their clients financial goals. I personally was setup for success, and groomed for professional growth. I started out managing the technical support desk, but went on to oversee key technical initiatives. The executive team have clear goals and business structure in place. The company processes are refined, admins & principals alike are highly qualified. This is one of the only financial firms I have worked for that has a client first attitude.
Cons
Pretty common/typical cons for a financial firm, but a better culture vs others in this space. The biggest con for the industry in general is regarding regulatory requirements and the degree at which more compliance rules are added. Empire has continued to find ways to be lean and efficient despite the difficulties and complications surrounding most financial firms.
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