Based in New York, Worden Capital Management LLC is a full service financial firm emphasizing global brokerage services. The company recently announced the completed integration of the Worden Capital Management (WCM) LLC Private Client Services group, now based in New York City’s financial district. Through the Private Client Services group, led by Pete Malone, WCM will be able to further tailor investment services to private clients utilizing the firm’s time-tested industry insights and market analysis. The overriding goal is to identify a client’s objectives and customize a plan to meet those objectives while mitigating investment portfolio risk as much as possible.
In addition to providing wealth management services to private clients, WCM engages with a number of professional organizations and philanthropic groups. The firm is a member of both the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC), and is also a strong supporter of the Memorial Sloan Kettering Cancer Center.