MES Tenant Featured: Harold F. Wachtel
Harold F. Wachtel, Jr. has a BA in marketing from Farleigh Dickinson University-Vancouver has been advising investors professionally since 2002. He has held positions with several major firms including JP Morgan Chase, Guardian/Park Avenue Securities, Prudential Financial and the ultra-affluent focused M Financial Group. In 2009 Harold abandoned the traditional Wall Street brokerage model and started Wachtel Capital Advisors, LLC, a registered investment advisory firm, in order to provide comprehensive integrated wealth management services to investors seeking independent, objective and impartial guidance. Today, Wachtel Capital Advisors, LLC manages millions of dollars for clients from all walks of life throughout the United States. A recognized up and coming industry leader, Harold has given numerous presentations on investments, financial planning and portfolio management, regularly addressing others in the industry as well as speaking before corporate gatherings, associations and community groups. Harold has been featured in various publications and has been recognized in New Jersey Monthly Magazine as being among the top tier of New Jersey wealth managers, winning the prestigious Five Star Wealth Manager Award on three separate occasions for 2011, 2013 and 2014.
- What do you like about Montville Executive Suites?
I like that there is always people around to talk to in the building. Everyone is friendly and we are a community here.
- What is your favorite feature here at Montville Executive Suites?
I love the presentation of the building.
- Has having an office here at Montville Executive Suites benefitted your business?
Yes, I have gotten a lot of referrals through other tenants in the building.
- Has having an office here helped foster better business practices?
Yes, I am in a more professional setting in comparison to working from home. I have my own personal office where I am able to meet clients.