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. http://lipulse.com/2017/03/07/5-steps-transferring-wealth/
Read more > 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 […]
Read more > 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. http://lipulse.com/2016/09/22/investing-with-you-investing-for-you/
Read more > 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 […]
Read more > 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
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