VP - Administration
Ann leads the administration team at First Long Island Investors. She joined the firm in 1989 and has held various positions, rising to the role of Vice President. She oversees all day-to-day functions of the office including personnel, human resources and benefits, maintenance, supplies, and is the liaison with many of our third parties. Ann is part of our wealth management team overseeing all bookkeeping for major clients, including their businesses and personal needs. She is the go-to person for facilitation of personal property transactions and maintenance including homes, yachts, automobiles, and other valuables. She also supports our clients in both the review and procurement of health insurance for them and their families, as needed. Ann performs detailed analysis of FLI and client accounts to project cash flow needs each quarter. She is part of the coordinated team supporting client wire transfers both domestically and internationally, playing a role in both capital calls and distributions. Prior to joining FLI Ann held bookkeeping and accounting positions in the retail, wholesale, manufacturing and construction industries.
She serves on the board of directors of the Ketcham Inn Foundation, Inc. whose mission is to preserve Long Island’s history. Ann studied accounting at Nassau Community College. Ann grew up on Long Island and currently lives out East with her husband. As one of ten children, Ann is regularly hosting large family gatherings. She also enjoys traveling, boating, the beach, and is an avid reader.
To contact Ann, please email her at email@example.com.