Peconic Bay Medical Center dedicates admin campus to the late Robert Entenmann

June 12th, 2018

Peconic Bay Medical Center

Peconic Bay Medical Center honored the late Robert Entenmann, a founding client of First Long Island Investors, LLC, by naming the new administrative campus after him.  After Mr. Entenmann died in 2016, his children Jackie and Robert, through the Robert Entenmann Advisory Committee, recommended to New York Community Trust that a gift of $5 million be made to PBMC’s New Era Campaign benefitting cardiac care for the region.

Robert D. Rosenthal who is Chairman and CEO of FLI as well a Trustee of Northwell Health (of which Peconic Bay Medical Center is a part) along with Ralph F. Palleschi, President and COO of FLI, and Edward Palleschi, Senior Vice President at FLI, attended the dedication with Robert’s daughter Jackie and members of the community.  In his address to attendees at the event, Bob Rosenthal said “He [Robert Entenmann] was a man of conviction, a patriot, a man who believed in business ethics and most importantly he believed in quality – whether it was quality in a boxed cake we’ve all eaten for God knows how many years or whether it was quality in the wine he made at Martha Clara Vineyards, or his desire to have quality health care on Long Island.”

Read full press release here

Bruce A. Siegel co-led team of over 100 at DRI’s Empire Ride for the DRI

October 19th, 2017

On October 5, 2017, Bruce A. Siegel, Executive Vice President and General Counsel of First Long Island Investors, LLC, co-led the Empire Ride for the DRI in the Hampton’s.  In its second year, the ride raised more than $50,000 and had over 100 riders participate.  Bruce along with the other event chairs have all been affected by diabetes, and wanted to take their passion for cycling to raise both awareness and funds for the DRI’s singular goal of finding a cure diabetes.

The full press release is available on the DRI website by clicking here.

Empire Ride for the DRI cyclists Bruce Siegel, his wife Rachel, (Far Right) and fellow team members are all smiles knowing they did their part for diabetes research.

Empire Ride for the DRI cyclists Bruce Siegel, his wife Rachel, (Far Right) and fellow team members are all smiles knowing they did their part for diabetes research.

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.