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Harvey Spira

MBA
Hyperion Wealth Advisors
New York, NY
Investment advice tailored to your lifestyle.

Meet Harvey

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Introduction - Harvey Spira
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Investment Philosophy - Harvey Spira
Video Transcripts

Harvey focuses on partnering with business entrepreneurs, C-level executives and private individuals and families, helping them to grow their assets, preserve their wealth and build a legacy for people they love and the causes they care deeply about. He has extensive experience using derivatives to help diversify investments and works with corporate executives manage their restricted stock and option sales using Rule 10b5-1 plans. He also assists private business owners…

Harvey focuses on partnering with business entrepreneurs, C-level executives and private individuals and families, helping them to grow their assets, preserve their wealth and build a legacy for people they love and the causes they care deeply about. He has extensive experience using derivatives to help diversify investments and works with corporate executives manage their restricted stock and option sales using Rule 10b5-1 plans. He also assists private business owners in structuring pre-liquidity plans with trust and estate attorneys and insurance specialists to help them maximize the net sales price for a full and partial sale of their business.

Prior to founding Hyperion, Harvey was at UBS, Bear Stearns & Co., where he held the position of Managing Director, and Donaldson Lufkin & Jenrette (now Credit Suisse), where he began his career in the financial services industry in 1984.


Services offered

Investment management
Retirement planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Personal lending

Experience with

Small business owners
Medical professionals
Finance professionals

Fee structure

Based on % of assets

Education

MBA
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