OP
Ortiz, Peter, Marc
CRD 4489860
Firms
No current firm registrations on file.
Ownership stakes
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Corient Shc Partners (Us) Lp
Chief Operating Officer · Less than 5% · Apr 2024
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Corient Shc Wealth Management (Us) Lp
Chief Operating Officer · Less than 5% · Apr 2024
-
Optima Asset Management Lp
Chief Operating Officer · Less than 5% · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗