whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building tip-modal tip-question-mark
Mini stuart conley  headshot
Hyperion Wealth Advisors
New York, NY

Stuart Conley

Investment advice tailored to your lifestyle.
Score:
--

Meet Stuart

Financial Planning Approach - Stuart Conley
Financial Planning Approach - Stuart Conley
What is Technical & Trend Analysis - Stuart Conley
What is Technical & Trend Analysis - Stuart Conley
Portfolio Construction - Stuart Conley
Portfolio Construction - Stuart Conley
Video Transcripts

Stuart specializes in portfolio management for high-net-worth investors, putting his financial services industry experience since 1996 to work helping clients plan and prepare for the needs and aspirations of themselves and their families. In addition to designing financial plans, Stuart recommends asset allocations and investment selections. He also manages a U.S. stock portfolio, which he typically recommends as one of the investment strategies. He has also developed a hedging strategy…

Stuart specializes in portfolio management for high-net-worth investors, putting his financial services industry experience since 1996 to work helping clients plan and prepare for the needs and aspirations of themselves and their families. In addition to designing financial plans, Stuart recommends asset allocations and investment selections. He also manages a U.S. stock portfolio, which he typically recommends as one of the investment strategies. He has also developed a hedging strategy designed to provide protection against severe market volatility, while generating a high level of income.

Prior to establishing Hyperion Wealth Advisors, Stuart was a managing director at Further Lane Wealth Management; he was a Senior Vice President of Investments and Senior Portfolio Manager at UBS; a Director of Investments and Senior Portfolio Manager at Oppenheimer; and a Financial Consultant and Portfolio Manager at Smith Barney. Stuart received a Master of Architecture degree from Columbia University.

He lives in Manhattan with his wife Amy and has two college-age children. He has been involved in community sports activities as well as charitable organizations focusing on health, education and environmental issues.

Languages Spoken
Spanish

Services offered

Investment Management
Financial Planning
Retirement Planning
College Planning
Estate Planning
Insurance Management
Personal Lending

Experience with

Finance professionals
Legal professionals
Business executives
Entrepreneurs

Fee structure

Based on % of assets

Education

Other post-graduate
Spinner Loading...