Media Mentions
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May 23, 2016
Blue Water Advisors welcomes Sheryl Rothman Long Island Business News featured Sheryl Rothman in their Movers and Shakers section. Blue Water Advisors in Babylon welcomed Sheryl Rothman as an associate wealth advisor. Previously, Rothman was managing director of Navigare Partners, an investment management firm. Click here for the full press release. |
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Feb. 27, 2015
Who's Who in Banking & Wealth Management Max Haspel and Blue Water Advisors were featured in the Long Island Business News' Who's Who in Banking and Wealth Management issue. The article focuses on how the firm maximizes the value they provide clients as they help them achieve their financial and life goals. |
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Jan. 29, 2015
Blue Water Advisors Expands Long Island Presence Local entrepreneur and Colgate University graduate Max Haspel, who relocated his wealth management firm and returned to his South Shore roots in 2002, is in the process of building a wealth management firm dedicated to providing clients with comprehensive services and the expertise of an expanding team of professionals. Blue Water Advisors, which recently ended its affiliation with a large, nationally known broker/dealer to become 100 percent independent, manages $339 million in client assets. |
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December 29, 2014
Blue Water Advisors Adds Advisor Matthew R. Rapoport has joined Blue Water Advisors, an RIA and independent wealth management firm in Babylon, N.Y., as a wealth management advisor specializing in tax and estate planning. Prior to joining Blue Water Advisors, Rapoport was a director for Joel Isaacson & Co. LLC, an independent wealth management firm based in New York City. He advised high-net-worth clients and worked in wealth management, investment research, tax planning and strategy |
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December 24, 2014
Blue Water Advisors Hires Its First Chief Operating Officer Blue Water Advisors has hired Jeff Wund as its first chief operating officer. A 15-year veteran of the wealth management industry, Wund will also serve as the firm’s chief compliance officer. He joins the firm from Prosper Advisors where he served as director of operations and chief compliance officer. |
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December 23, 2014
Blue Water Advisors Hires Jeff Wund as Chief Operating Officer Blue Water Advisors (BWA), an independent wealth management firm and SEC-registered investment advisor, today announced the addition of Jeff Wund, age 38, as its Chief Operating Officer. A 15-year veteran of the wealth management industry, Wund will be the firm's first-ever Chief Operating Officer. |
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July 17, 2008
Local Professional Named Top Advisor by Reuters Advicepoint Max Haspel, of Brightwaters, founder of Blue Water Advisors, LLC and a financial professional with AXA Advisors, LLC, has been named a Top Adviser for 2008 by ReutersAdvicePoint, part of Reuters, the global information company. Haspel qualified as one of only 20 financial professionals in the New York Metro area in the under 40 category. Haspel qualified as one of only 20 in the under 40 category in the Metro New York City region. Reuters AdvicePoint, an online community connecting investors with financial advisors, has compiled lists that highlight specific Advisors’ client focus and professional designations. The 11 lists, comprising only 379 financial advisors nationally, were pulled from the Reuters AdvicePoint Top Advisors 2008 survey results. Quantitative criteria were used to benchmark advisors in categories including assets under management and client net worth. The rating is not indicative of Max Haspel's or the firm's future performance. Max Haspel did not pay a fee to participate in the survey. |
