First Long Island Investors takes great pride in its commitment to creating comprehensive wealth management plans that encompass investment management, tax and estate planning, philanthropic goals, and much more that are unique to each client. With us, you’ll receive the individual attention and responsiveness you deserve, from senior-level advisors with an average of 26 years experience.

The value of working together for the good of each client individually shows in the record of success we have achieved for our clients over the years. And the growing list of clients who have found a personal and welcoming home-like atmosphere with us, from a team of people who are willing to do whatever is necessary to ensure each client’s needs are met, is what sets us apart.

Robert D. Rosenthal
Chairman, CEO, CIO

Ralph F. Palleschi
President, COO

Philip W. Malakoff
Exec. Managing Director, Director of Research

Edward C. Palleschi
Exec. Managing Director

Eugene F. DeMark
Managing Director

Lawrence J. Waldman
Senior Adviser

Brian Gamble, CFP®
SVP - Private Wealth Management

Therese C. Vobis
SVP, Finance & Administration and Chief Financial Officer

Wesley Llado, CFA
VP - Private Wealth Management & Associate Director of Research

Alexia Yaziciyan
VP - Portfolio Administration

Dylan Klein, CFA
VP - Private Wealth Management

Christopher Butler
Director of IT

• Jonathan Golub
  Senior Vice President – General Counsel
• Dina Whyte
  Director of Marketing
• Joseph T. Libretti
  Investment Analyst
• Jo-Anne Broccolo
  Client Service Administrator, Tax & Portfolio Administration
• Lisa Bruwer
  Executive Secretary
• Gwen Friedrich
  Executive Legal Assistant
• Marian Gervais
  FC Bookkeeper
• Sydney Kratzert
  Tax and Accounting Associate
• Lori Luchs
  Portfolio Administrator
• Jacquelyne Price
  Receptionist
• Brenda Solomon Potok
  Director of Administration
• Nicole Villarica
  Office Manager