Neil Sosler, MBA, CFP
Partner and Senior Advisor

Neil Sosler provides his clients with a full array of financial planning, asset protection and wealth management services. As a member of the firm's Investment Committee, Neil is responsible for evaluating securities and determining appropriate asset allocation models for client portfolios. Neil is also a member of the firm's Marketing Committee and he co-authors the Singer Xenos monthly newsletter for physicians, Physician Asset Advisor.

Neil joined the firm after a career in investment banking with Bear, Stearns & Co. Inc. in New York City. 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, and obtained his Masters of Business Administration with a concentration in Finance from the University of Miami. In addition, Neil became a Certified Financial Planner in June of 2006 after completing a two-year, comprehensive study program in Personal Financial Planning at the University of Miami.