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Richard Saperstein

Chief Investment Officer & Founder
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Email: ****n@treasurypartners.com
LinkedIn: Richard Saperstein
Location: New York, New York, United States
Current employer:
TREASURY PARTNERS
Current title:
Chief Investment Officer & Founder
Last updated: 29/06/2026 09:34 AM
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About

Richard Saperstein is from New York, New York, United States. Richard is currently Chief Investment Officer & Founder at TREASURY PARTNERS, located in New York City. In Richard's previous role as a Senior Managing Director | Private Wealth Management and Treasury Management at Bear Stearns, Richard worked in until May 2009. Prior to joining Bear Stearns, Richard was a Managing Director - Investments | Private Wealth Management at Oppenheimer & Co. and held the position of Managing Director - Investments | Private Wealth Management.

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Richard Saperstein's current jobs
Company: TREASURY PARTNERS
Title: Chief Investment Officer & Founder
Period: May 2009 - Present (17 years, 2 months)
Location: New York City

Mr. Saperstein has more than 40 years experience on Wall Street. He is widely acknowledged for his investment acumen, and has ranked in the top tier on Barron’s annual survey of Top 100 Financial Advisors every year since the survey was introduced in 2004. In 2025, he ranked fourth on Barron’s survey of Top 100 Financial Advisors. Mr. Saperstein frequently shares his perspectives on the financial markets in such media as The Economist, The Wall Street Journal, Barron’s, Forbes, Smart Money, Financial Week, TheStreet.com, CNBC, Bloomberg, Fox Business News, and The New York Times. Securities offered through HighTower Securities, LLC member FINRA/SIPC. HighTower Advisors, LLC is a SEC registered investment advisor.

Richard Saperstein's past jobs
Company: Bear Stearns
Title: Senior Managing Director | Private Wealth Management and Treasury Management
Period: May 2003 - May 2009 (6 years)

Managed a highly successful team of financial advisors providing private wealth management and corporate cash management and treasury services. * Private Wealth Management * Corporate Cash Management * Asset Allocation Planning * Portfolio Structuring and Implementation * Fixed Income Investing * Short Term Investment Strategies * Equities Investing * ETF Strategies * Concentrated and Restricted Stock Monetization * Investment Policy Structuring and Monitoring

Company: Oppenheimer & Co.
Title: Managing Director - Investments | Private Wealth Management
Period: May 1987 - May 2003 (16 years)

Directed a financial advisory team on all phases of private wealth management and money market management. * Private Wealth Management * Corporate Cash Management * Asset Allocation Planning * Portfolio Structuring and Implementation * Fixed Income Investing * Short Term Investment Strategies * Equities Investing * ETF Strategies * Concentrated and Restricted Stock Monetization * Investment Policy Structuring and Monitoring

Richard Saperstein's education
MBA
1984 - 1988
State University of New York College at Oneonta
Bachelor of Applied Science (BASc)
1977 - 1981
Richard Saperstein's top skills
Capital Markets Fixed Income Investment Compliance Risk Management Due Diligence Offshore Funds Investment Strategies Wealth Management Services Equities Asset Managment Corporate Cash Management Asset Allocation ETFs Private Wealth Management Corporate Finance Wealth Management Cash Management Financial Modeling Compliance Monitoring Portfolio Management
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