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Current Employers
Papamarkou Wellner Perkin Advisors

430 Park Avenue 17Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-15
  • NY RA
    APPROVED
    Since 2021-09-15

Branch Locations

430 Park Avenue 17Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Papamarkou Wellner Asset Management Inc. New York NY 12/2020 Present
Papamarkou Wellner & Company, Inc. New York NY 12/2020 Present
Optima Fund Management Llc New York NY 06/2003 07/2019
Optima Asset Management Llc New York NY 05/2019 09/2020
  • 12/2020 → Present
    Papamarkou Wellner Asset Management Inc.
    New York, NY
  • 12/2020 → Present
    Papamarkou Wellner & Company, Inc.
    New York, NY
  • 06/2003 → 07/2019
    Optima Fund Management Llc
    New York, NY
  • 05/2019 → 09/2020
    Optima Asset Management Llc
    New York, NY
Other Businesses

Alpha Trust Andromeda Investment Trust SA; Investment Related; Athens, Greece; Closed Ended Mutual Fund; Board Member; Start: 12/2012; 1-3 hours per month. Not during trading hours; Oversee management of the business with a focus on portfolio management, audit, and business strategy.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-08-19
  • S63 Uniform Securities Agent State Law Examination
    2021-08-19
Other Names
  • Stacey Adam

View on SEC IAPD

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