News

Wealth Transfer Tips

March 9th, 2017

Knowing when and how to start transferring wealth is an important topic for most high net worth individuals.  Philip W. Malakoff, Senior Vice President, Wealth Management, was recently asked for his insight on this topic by LI Pulse Magazine.

5 Steps for Transferring Wealth

Brian Gamble and Drew Wray Receive CERTIFIED FINANCIAL PLANNERTM Certification

November 8th, 2016

First Long Island Investors, LLC is pleased to announce that Brian Gamble, Vice President, Wealth Management, and Drew Wray, Assistant Vice President, Wealth Management, have both obtained their CERTIFIED FINANCIAL PLANNERTM certification.

Brian has been part of the First Long Island Investors team for over 10 years.  He is a member of the investment committee and is a member of sub-committees for many of our investment strategies.  Brian is responsible for identifying and vetting potential investments and the ongoing evaluation of current investments/holdings.  Brian is part of the team which develops initial and ongoing asset allocation recommendations for clients.

Drew joined First Long Island Investors in 2015.  His responsibilities at the firm include research of prospective investments, ongoing evaluation of existing positions, and trading.  Drew is also a member of the investment committee as well as the sub-committees for several FLI strategies.  Drew has worked in the wealth management industry for four years and held an analyst role at Morgan Stanley prior to joining our team.

“We are excited to add this new set of tools and education to our team, as we develop comprehensive wealth management solutions for our clients,” said Chairman, CEO and CIO, Robert D. Rosenthal.  “The education Brian and Drew have received complements their other work at FLI and brings to the table a new set of ideas and strategies for developing a customized approach for each of our clients based on their situation, risk tolerance, and goals.”

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® certificants also agree to meet ongoing continuing education requirements and to uphold the Certified Financial Planner Board of Standards Inc.’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.

Q&A with First Long Island Investors

September 27th, 2016

Investors are always looking for insight in the markets as well as information on what makes someone the right wealth manager for them.  Recently First Long Island Investors was interviewed by LI Pulse magazine for its perspective on these important topics.

Investing With You. Investing for You.

Bruce A. Siegel Spearheads Ride for the DRI Bike Tour

September 21st, 2016

Bruce A. Siegel, Executive Vice President and General Counsel at First Long Island Investors, is one of three dedicated individuals who helped create Ride for the DRI – a bike tour to raise awareness and funds to support the Diabetes Research Institute and its mission to find a biological cure for diabetes.  Bruce has been active in DRI for a number of years now.

View DRI Press Release

First Long Island Investors Profiled by 25A Magazine

September 15th, 2016

25A Magazine’s Sara Barry discussed the current markets, investing for the long-term, and what it takes to build a successful wealth management business with First Long Island Investors founders Robert D. Rosenthal and Ralph F. Palleschi for 25A’s most recent issue.

25A Magazine Profile of FLI