Richard Saperstein

Top Wealth + Best-in-State + Barron's 100 · rank 11 · New York, New York · listed firm: Treasury Partners

Identity & firm

• Firm — Treasury Partners | Hightower (high)
  • “Currently employed by and registered with the following Firm(s): IA HIGHTOWER ADVISORS, LLC 300 Madison Avenue 29th Floor New York City, NY 10017 CRD# 145323 Registered with this firm since: 05/08/2009” — sec_finra_regulatory
  • “MANAGING DIRECTOR, PRINCIPAL, CHIEF INVESTMENT OFFICER” — firm_official
• Parent company — Hightower Advisors, LLC (high)
  • “Treasury Partners is registered with HighTower Securities, LLC, member FINRA, MSRB and SIPC & HighTower Advisors, LLC a registered investment advisor with the SEC.” — firm_official
• Firm type — hybrid_ria (high)
  • “Employment 1 of 2 Firm Name: HIGHTOWER ADVISORS, LLC ... IA New York Investment Adviser Representative Approved 03/18/2021” — sec_finra_regulatory
  • “Employment 2 of 2, continued Firm CRD#: 116681 SRO FINRA Category General Securities Representative Status Approved Date 05/08/2009” — sec_finra_regulatory
• Team name — Treasury Partners (high)
  • “After J.P. Morgan acquired Bear Stearns in 2009, Mr. Saperstein and his team became affiliated with Hightower Advisors and launched Treasury Partners.” — firm_official
• Team size — 31 (high)
  • “Our team of 31 professionals is accountable directly to you and stands ready to help you navigate the increasingly complex investment landscape.” — firm_official
• CRD — 1141383 (high)
  • “BrokerCheck Report RICHARD SCOTT SAPERSTEIN CRD# 1141383” — sec_finra_regulatory
• Years experience — 44 (high)
  • “Mr. Saperstein began his career in 1982 at EF Hutton and joined Oppenheimer & Co. in 1987.” — firm_official
  • “B CIBC WORLD MARKETS CORP. CRD# 630 NEW YORK, NY 05/1987 - 05/2003” — sec_finra_regulatory
• Designations — — (medium)
  • “Mr. Saperstein earned his MBA at New York University's Stern School of Business” — firm_official
  • “This broker has passed: 0 Principal/Supervisory Exams 2 General Industry/Product Exams 2 State Securities Law Exams” — sec_finra_regulatory

Book of business

• Team AUM ($M) — 20100 (high)
  • “Team Assets (Custodied): $20.1B” — forbes_shook
• Account minimum ($M) — 5 (high)
  • “Minimum Account Size for New Business: $5M” — forbes_shook
• Typical client net worth ($M) — 30 (high)
  • “Typical Net Worth of Relationships: $2.5-150M” — forbes_shook
• Client niche — corporate cash management plus high-net-worth families, foundations and endowments (high)
  • “Corporations, nonprofits, foundations, and high-net-worth families” — firm_official
  • “Family Wealth Management Corporate Cash Management Guided by a Barron's Top Advisor” — firm_official
• Custodians — gap: not_public
• Fee model — fee_plus_commission (medium)
  • “Treasury Partners is registered with HighTower Securities, LLC, member FINRA, MSRB and SIPC & HighTower Advisors, LLC a registered investment advisor with the SEC.” — firm_official
  • “Employment 2 of 2, continued Firm CRD#: 116681 SRO FINRA Category General Securities Representative Status Approved Date 05/08/2009” — sec_finra_regulatory

Positioning & marketing

• Website url — https://treasurypartners.com/meet-your-team/richard-saperstein/index.html (high)
  • “MANAGING DIRECTOR, PRINCIPAL, CHIEF INVESTMENT OFFICER” — firm_official
• Value proposition (verbatim) — With a heritage of Wall Street experience and independent-minded fiduciary oversight, Treasury Partners combines institutional discipline with personalized service. (high)
  • “With a heritage of Wall Street experience and independent-minded fiduciary oversight, Treasury Partners combines institutional discipline with personalized service.” — firm_official
  • “By providing direct access to clients and maintaining deep involvement in all investment decisions related to them, Mr. Saperstein and his team provide customized solutions that consistently prioritize the individual nee” — firm_official
• Differentiators — Fiduciary standard — legal obligation to act solely in client interests, Safety overrides all investment management decisions, Institutional discipline combined with personalized service, Customized portfolios — no two investors alike, Growth almost entirely by client and professional-advisor referral (high)
  • “Our fiduciary commitment means we have an ethical and legal obligation to act solely in your interests.” — firm_official
  • “Safety overrides all investment management decisions.” — firm_official
• Content marketing — active (high)
  • “In this month's fixed income market update, the Treasury Partners Portfolio Management Team explores the latest developments across the yield curve and how investors are responding to shifting dynamics.” — firm_official
  • “Get a quick snapshot of the week's biggest market trends.” — firm_official
• Has podcast — no (medium)
  • “Barron's Hall of Famer and Hightower Trailblazer Richard Saperstein: On Rising from Crisis, Team Building and the Real Value of a Business - A Podcast for Financial Advisors - Diamond Consultants” — professional_press
• Books published — 0 (low)
  • “He appears regularly on CNBC's 'Halftime Report' and 'Closing Bell' and is a guest on Bloomberg Television.” — firm_official
• Linkedin url — https://www.linkedin.com/in/richardsaperstein1/ (medium)
  • “Richard Saperstein - TREASURY PARTNERS | LinkedIn” — social_or_third_party_db
• Social presence — linkedin_active, youtube (medium)
  • “The content consists exclusively of video-based market recaps and commentary posted to YouTube, not a podcast series.” — firm_official
  • “Treasury Partners | LinkedIn” — social_or_third_party_db
• Press awards — Barron's Top 100 Financial Advisors 2026 — No. 5 (23rd consecutive year), Barron's Advisors Hall of Fame, Barron's Top 1200 Financial Advisors — 2nd in New York State (2025), Barron's Top 100 Independent Advisors 2025, Regular CNBC 'Halftime Report' / 'Closing Bell' and Bloomberg Television contributor (high)
  • “In 2025, Mr. Saperstein ranked 4th on the Barron's annual list of America's 'Top 100 Financial Advisors' and 2nd in New York State on Barron's list of 'Top 1200 Financial Advisors.'” — firm_official
  • “He has ranked in the highest tier of these lists every year since its 2004 inception and is a member of Barron's 'Advisors Hall of Fame.'” — firm_official

Visual brand

• Has distinct logo — yes (high)
  • “src="/_astro/treasury-partners-logo.Z8OTWk9b.svg"” — firm_official
• Logo url — https://treasurypartners.com/_astro/treasury-partners-logo.Z8OTWk9b.svg (high)
  • “src="/_astro/treasury-partners-logo.Z8OTWk9b.svg"” — firm_official
• Visual brand notes — Restrained institutional palette, clean minimalist layout; heritage still-life imagery (fountain pens, wax seals) alongside fjord/landscape vistas and office settings — signals trust, permanence and Wall Street lineage. (medium)
  • “The site employs elegant, professional imagery (fountain pens, wax seals, mountain fjord vistas, office settings), sophisticated typography, a refined color palette suggesting trust and stability, and clean, minimalist l” — firm_official

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