Investment Bank/Securities Brokerage - Jericho, NY, US
Senior Vice President, Wealth Management and Director of Research
First Long Island Investors is a wealth management company dedicated to providing individualized advice and counseling in the preservation, growth, and administration of liquid and illiquid wealth for high-net-worth individuals, families, and select institutions. We strive to provide our clients with sound advice, best-in-class service, and an unparalleled level of trust. As a First Long Island client you will have the peace of mind knowing your wealth is in the right place. Since our founding in 1983, First Long Island Investors has maintained its integrity and stellar reputation, which includes our principals always investing alongside our clients. In addition to giving our clients sound investment advice, our team provides family office services for clients who need them. We oversee approximately $1.7 billion dollars in assets (as of 12/31/19). We are a proud member of the Long Island community and give back by serving in key roles on the boards of many local charitable organizations. To learn more about First Long Island Investors and the services we provide, please visit our website at www.fliinvestors.com. Past performance is no guarantee of future results, and the past performance of any accounts or partnerships managed by FLI should not be considered indicative of the future performance. Please visit fliinvestors.com/disclosure for additional information.
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