Greenline Partners

About

--> Greenline Partners | Investment Management and Wealth Advisory top of page Login Button Maximizing the power of simplicity in investment management and wealth advisory. Enter bottom of page --> About | GREENLINE PARTNERS top of page Login Who we are Based in New York City, we are an independent registered investment advisor managing over $1 billion in assets for ultra-high-net-worth families, foundations, and family offices. We specialize in serving financial service professionals, business owners, and families navigating financial complexities after the loss of a spouse. ​ What sets us apart is our philosophy, which revolves around simplicity, transparency, and trust, providing customized, tax-efficient portfolios that offer peace of mind and security. ​ ​ ​ Our personalized, team-based approach ensures that each client receives unbiased financial advice tailored to their unique needs and long-term goals. Maneesh is based out of New York, advises our largest clients and is responsible for research and management of our tax efficient portfolios. Maneesh Shanbhag Founder CIO Ivan is based out of Connecticut and advises high net worth families on investing, retirement, and tax planning. Ivan also serves as the firms chief compliance officer. Ivan Lucuk Senior Client Advisor CCO John is based out of Seattle and works with our west coast families. He has extensive experience advising families on asset allocation, taxes, and estate planning. John Snyder Senior Client Advisor H

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