Financial Partners Capital Management, LLC logo

Financial Partners Capital Management, LLC Employee Directory

Investment ManagementNew York, United States11-50 Employees

Financial Partners Capital Management, LLC operates in the investment management industry, offering tailored asset management and financial planning services to individuals, families, and institutions. The firm distinguishes itself by acting as fiduciaries, delivering non-biased guidance and personalized service across multiple programs, including discretionary direct investment accounts in equities and fixed income, an open architecture discretionary program utilizing mutual funds and ETFs, non-discretionary real estate investments for accredited investors, and comprehensive financial planning to align personal goals with long-term strategy.
Based in New York City, the company provides portfolio management that responds to market developments, client objectives, risk tolerance, and tax considerations, with an emphasis on long-horizon performance and integration with clients’ broader professional teams. The organization serves a diverse client base and emphasizes collaboration, transparent advice, and coordinated planning across retirement, estate, risk, and gifting considerations. Recent activity notes involvement in asset ownership through an investment in the iShares Asia 50 ETF, reflecting ongoing engagement with varied market exposures.

Find Financial Partners Capital Management, LLC employees' phone numbers or email addresses

Financial Partners Capital Management, LLC Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Financial Partners Capital Management, LLC's Leadership

  • Managing Principal & CEO at Financial Partners Capital Management, LLC
    J. B.
    Managing Principal & CEO
  • Partner at Financial Partners Capital Management, LLC
    D. D.
    Partner
  • Owner at Financial Partners Capital Management, LLC
    R. Q.
    Owner
  • Managing Director at Financial Partners Capital Management, LLC
    P. K.
    Managing Director
  • Operations Manager at Financial Partners Capital Management, LLC
    H. V.
    Operations Manager
  • Senior Advisor at Financial Partners Capital Management, LLC
    A. L.
    Senior Advisor
  • Client Relations at Financial Partners Capital Management, LLC
    S. Z.
    Client Relations
  • Accountant at Financial Partners Capital Management, LLC
    L. H.
    Accountant

Financial Partners Capital Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Financial Partners Capital Management, LLC

Name
Title
Contact
Location
Last Update
  • Partner at Financial Partners Capital Management, LLC
    D. D.
    Partner
    UNITED STATES
    Jul 13, 2023
  • Managing Principal & CEO at Financial Partners Capital Management, LLC
    J. B.
    Managing Principal & CEO
    United States, Wisconsin
    Sep 26, 2025
  • Owner at Financial Partners Capital Management, LLC
    R. Q.
    Owner
    UNITED STATES
    Mar 08, 2023
  • Managing Director at Financial Partners Capital Management, LLC
    P. K.
    Managing Director
    UNITED STATES
    Mar 08, 2023
  • Operations Manager at Financial Partners Capital Management, LLC
    H. V.
    Operations Manager
    UNITED STATES
    Mar 08, 2023
  • Senior Advisor at Financial Partners Capital Management, LLC
    A. L.
    Senior Advisor
    United States, New York
    Feb 28, 2024
  • Client Relations at Financial Partners Capital Management, LLC
    S. Z.
    Client Relations
    United States, Florida
    Apr 16, 2026
  • Accountant at Financial Partners Capital Management, LLC
    L. H.
    Accountant
    UNITED STATES
    Jul 12, 2023
  • Financial Software Developer at Financial Partners Capital Management, LLC
    M. S.
    Financial Software Developer
    United States, New York
    Apr 30, 2023
  • Professor at Financial Partners Capital Management, LLC
    T. A.
    Professor
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Financial Partners Capital Management, LLC known for?

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Financial Partners Capital Management, LLC operates in the Investment Management industry. You can contact Financial Partners Capital Management, LLC's main corporate office by phone at . Explore Financial Partners Capital Management, LLC's company overview page for more information.

What is Financial Partners Capital Management, LLC's most common email format?

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Financial Partners Capital Management, LLC employees' email format typically follows the pattern of FLast@fpcm.net. Trying to find reliable and up-to-date employee contact data? Find more Financial Partners Capital Management, LLC email formats with LeadIQ.

How many employees does Financial Partners Capital Management, LLC have currently?

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Financial Partners Capital Management, LLC has approximately 17 employees as of July 2026. These team members are located across 2 continents, including North America and Europe.

Who are Financial Partners Capital Management, LLC's key employees and leadership?

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As of July 2026, Financial Partners Capital Management, LLC's key employees include:

  • Managing Principal & CEO: J. B.
  • Partner: D. D.
  • Owner: R. Q.
  • Managing Director: P. K.
  • Operations Manager: H. V.

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