We Provide a wide selection of services to solve any financial problem you may encounter
Clients seeking uncorrelated returns, and/or tailored volatility targets may be approved for allocation into an actively traded futures account.
(Assessment of total portfolio compliance with accepted risk and diversification profiles is required).
We provide wealth management services for business' and high net worth individuals through our wealth management partners. Management fees may vary depending on intended allocation size. We assist in account transference from previous firms.
We offer guidance on tax advantaged investment stratgies utilizing via fixed income, family trust establishment, Inheritance planning, private business sucession, and buyout structuring.
Interested in making a charitable contribution ? Join Coulter Capital in making an impact on local communities! Our advisors regularly assist in the creation of family foundations, to benefit your investment goals whilst allowing our communities to thrive!
Instruct children with mental disabilities to ice skate. Left: Nathaniel Coulter, Right: Nolan Lennon
2014-Present
Visit terminally ill children in the hospital on Christmas eve to deliver toys.
2009-Present
Raised over 10k and led St. Anthony's Highschool Ice Hockey, Football and Lacrosse teams in the event.
2017-2023 (Present)
Fund and teach extracurricular programs focused on nurturing a passion for STEM amongst students aged 6-11.
2013-Present
Welcoming our newest team members!
Private Banking
Olivia Levitz South Hampton, New York
Institutional Fixed Income
Mark Kaplan Manhasset, New York
Equity Research Analyst
Meghan O'Callaghan New York, New York