Wealth Management Professionals

At First Long Island Investors, our wealth management team is composed of seasoned professionals with diverse backgrounds in investment management, financial planning, legal, taxation, research, and client service. Each team member brings a unique perspective and specialized expertise, enabling us to deliver comprehensive, personalized strategies that support our clients’ financial goals.
 
We take a collaborative approach, working closely within dedicated sub-committees to manage our proprietary investment strategies and ensure every recommendation is grounded in thoughtful analysis and disciplined oversight. From managing portfolios to guiding multi-generational planning, our team is committed to building lasting relationships based on trust, transparency, and performance.
 
As fiduciaries, we act in the best interest of our clients—and to further align our interests, we invest our own capital in the same strategies we recommend. Our clients know that we are truly invested in their success.  As such, our fees are structured so that we succeed when our clients succeed.