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Judd Harcsar

Senior Private Wealth Financial Advisor, Managing Director - Investments at Wells Fargo Advisors

Judd Harcsar is the Managing Director - Investments at Wells Fargo Advisors in New York City, specializing in helping clients achieve their financial goals through strategic planning.

With a background of 15 years at Credit Suisse in New York, he possesses expertise in managing the finances of high-net-worth individuals, family offices, foundations, public corporations, and hedge funds.

His skillset includes traditional equity and fixed income management, as well as alternative investments like hedge funds, private equity, and structured products.

Mr. Harcsar offers asset allocation analysis and tailored recommendations based on Wells Fargo Investment Institute asset allocation strategy, in addition to providing access to a range of Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust & Fiduciary Services, and Insurance.

Residing in Irvington, New York, with his wife and four children, his professional experience spans various roles in well-known institutions along with holding a degree from Christian Brothers Academy.

Judd Harcsar
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Location

Irvington, New York, United States