Mairtin Brady Phones & Addresses
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29 Hunting Ridge Rd, Greenwich, CT 06831
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661 Steamboat Rd #4, Greenwich, CT 06830
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47 Shore Rd, Old Greenwich, CT 06870
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33 Forest Ave, Old Greenwich, CT 06870 (203) 637-3324
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31 Forest Ave, Old Greenwich, CT 06870
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Riverside, CT
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Jersey City, NJ
Publications
Us Patents
Method, System And Apparatus For Wealth Management
View pageUS Patent:
8401949, Mar 19, 2013
Filed:
Jan 22, 2010
Appl. No.:
12/692532
Inventors:
Mairtin Brady - Greenwich CT, US
Milda Darguzaite - Brooklyn NY, US
Nilam Kapadia - Clifton NJ, US
Donough Kilmurray - London, GB
Per Mikkelsen - Brooklyn NY, US
Antonio Monteiro - Florham Park NJ, US
Michael Smith - Ridgewood NJ, US
Milda Darguzaite - Brooklyn NY, US
Nilam Kapadia - Clifton NJ, US
Donough Kilmurray - London, GB
Per Mikkelsen - Brooklyn NY, US
Antonio Monteiro - Florham Park NJ, US
Michael Smith - Ridgewood NJ, US
Assignee:
Goldman, Sachs & Co. - New York NY
International Classification:
G06Q 40/00
US Classification:
705 36
Abstract:
The invention enables a system user to create a scenario that includes an analysis resolution, portfolio component data and analysis environment data. Once the scenarios are established, the system user can conduct processing/modeling/analysis in order to optimize the portfolio allocation data—effectively maximizing the return on the component investments, while minimizing the risk exposure for the portfolio. In achieving the optimization, the system can process stored user or system defined scenarios based on a series of modeling/analysis system modules. Further, it is possible for a system user to model, analyze and compare multiple scenarios historically or prospectively. The system may provide wealth outcome analysis which allows a user to determine likely long term outcomes of a particular investment plan, while accounting for the tax consequences of the chosen plan. In an implementation, the system is configured to store the modeling/analysis results and generate a scenario report. Further, the system can be configured to generate the report in a standardized format and automatically distribute the report to designated recipients.
Method, System And Apparatus For Wealth Management
View pageUS Patent:
7680719, Mar 16, 2010
Filed:
Dec 13, 2006
Appl. No.:
11/610383
Inventors:
Mairtin Brady - Greenwich CT, US
Milda Darguzaite - Brooklyn NY, US
Nilam Kapadia - Clifton NJ, US
Donough Kilmurray - London, GB
Per Mikkelsen - Brooklyn NY, US
Antonio Monteiro - Florham Park NJ, US
Michael Smith - Ridgewood NJ, US
Milda Darguzaite - Brooklyn NY, US
Nilam Kapadia - Clifton NJ, US
Donough Kilmurray - London, GB
Per Mikkelsen - Brooklyn NY, US
Antonio Monteiro - Florham Park NJ, US
Michael Smith - Ridgewood NJ, US
Assignee:
Goldman Sachs & Co. - NY
International Classification:
G06Q 40/00
US Classification:
705 36R
Abstract:
The invention enables a system user to create a scenario that includes an analysis resolution, portfolio component data and analysis environment data. Once the scenarios are established, the system user can conduct processing/modeling/analysis in order to optimize the portfolio allocation data—effectively maximizing the return on the component investments, while minimizing the risk exposure for the portfolio. In achieving the optimization, the system can process stored user or system defined scenarios based on a series of modeling/analysis system modules. Further, it is possible for a system user to model, analyze and compare multiple scenarios historically or prospectively. The system may provide wealth outcome analysis which allows a user to determine likely long term outcomes of a particular investment plan, while accounting for the tax consequences of the chosen plan. In an implementation, the system is configured to store the modeling/analysis results and generate a scenario report. Further, the system can be configured to generate the report in a standardized format and automatically distribute the report to designated recipients.