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Neil Sosler, MBA, CFP Partner and Senior Advisor |
Neil Sosler joined Singer Xenos as a financial advisor in 2003 and was promoted to Partner and Senior Advisor in 2008. He is a Certified Financial Planner with extensive experience in the financial services industry. Neil provides his clients with a full array of financial planning, asset protection and wealth management advice. He plays an active role in evaluating securities and determining appropriate asset allocation models for client portfolios. Neil serves on the Singer Xenos Investment Committee and Marketing Committee. Neil came to the firm after a career in investment banking with Bear, Stearns & Co. Inc. in New York City where he specialized in Leveraged Finance. While in New York, he also managed a substantial portfolio of fixed income securities for Sumitomo Mitsui Banking Corporation, a large multi-national Japanese bank. Neil received his Bachelor of Arts degree from Lafayette College where he majored in Art History and Government and Law and was a Division I varsity tennis player. He obtained his Masters of Business Administration with a concentration in Finance from the University of Miami. Neil is actively involved in community service and various philanthropic organizations. He is on the Steering Committee of the Young Philanthropists of Baptist Health (YPBH) and has served as the Chairman of the Development Committee of YPBH. He also serves on the Leadership Council of Lafayette College and is an alumni admissions representative in South Florida. Neil enjoys spending time with his family and friends, traveling, playing tennis, biking and fishing. |