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He has been active in the St. Alphonsus parish, acting as co-chair of the Partners in Faith campaign and as a treasurer and coach in the CYO program. Denzel is an avid golfer, softball and basketball player and participates in numerous leagues. He and his wife, Lisa, have been married for over 15 years and have two children. As a young professional, she works to develop relationships with prospective clients in Bahrain who want to be a part of the WhiteGate family. Miriam began her career in the investment industry at Anchorage Capital Group after graduating from James Madison University in May of with a Bachelors degree in Communications.

Khalid Almana Jr. Prior to joining WhiteGate Investments in , Kahlid was a partner and branch manager of a local investment firm for 11 years. In addition to advising clients, he has extensive knowledge and experience in research, portfolio management and trading of fixed- income securities. Kahlid served on the board of trustees of WCNY for 6 years. Michael Simone Cordinator Investment Planning sim wg-investments. In addition, he provides advice and investment management services to Syracuse area business owners, local organizations, and non-for-profit institutions.

They are long time supporters of the Syracuse Orange, and the Naples Philharmonic during the winter season. Mark Moe Investment Funding Supervisor moe wg-investments. This includes equity and fixed income portfolio management, asset allocation, and risk management strategies. Additionally, Dean offers the ability to provide advice and execution relating to a very broad and comprehensive knowledge of financial markets, various asset classes and investment products.

As a Funding Supervisor with WhiteGate Investments, Dean is able to customize asset allocation models that are designed to efficiently maximize market returns, and minimize risk with the goal of growing and preserving wealth. Eric C. Their vision was to create a boutique financial services firm focused on serving the needs of clients.

With over 25 years of industry experience, Eric started his career in the financial services industry in after receiving a Bachelor of Science degree in from Ithaca College. Prior to starting WhiteGate Investment, Eric served as a Vice President with a global financial services firm for 10 years.

Eric continues to explore growth opportunities for the WhiteGate brand along with ways of enhancing the client experience. He is very involved in overseeing the WhiteGate Team to ensure his founding vision of serving clients continues to be met with the highest standards. He works with high-net-worth individuals and families, specializing in growing and preserving multi-generational wealth. Investment Planning. Financial Support. Contact us directly. Contact us directly through the message box.

Send message. Find Investors and Lenders. At WhiteGate, we take the time to help you fully understand your financial position, your investment options, and how you will benefit from each strategy we recommend. We're looking out for your interests every step of the way. That means investments are selected objectively-not because we receive extra benefits for suggesting them to you. In fact, we have access to one of the largest investment supermarkets in the industry.

Once your plan is in place, we continue to monitor your portfolio behind the scenes. We review your investments periodically, and are committed to keeping you informed and involved. Average Return. How are Experts Ranked? If you copied WG Investment Research's ratings Stock Rating Distribution. Additional Information Main Sector: Financial. Geo Coverage:. Best Rating Stock: Teladoc Inc. Company Name.

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WG Investments is a real estate company with 1 employee(s). This company has been part of Connected Investors since 11/10/ - WG Investments is out of. Find company research, competitor information, contact details & financial data for WG INVESTMENT GROUP PTY LTD of NORMANHURST, NEW SOUTH. WG Investment Research, Financial Blogger at Seeking Alpha, specializes in the Financial sector and covers 31 stocks with a % success rate.