Wealth Management & Client Services

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 25 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
Bruce A. Siegel
EVP, General Counsel
Stephen J. Juchem
EVP, CFO
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
Larry Waldman
Brian Gamble, CFP®
SVP - Private Wealth Management
Therese C. Vobis
SVP, Tax & Accounting
Wesley Llado, CFA®
VP - Private Wealth Management
Dylan Klein
AVP - Private Wealth Management
Christopher Butler
Director of IT
Alexia Yaziciyan
AVP - Portfolio Administration
Virginia A. Umbreit
In Memoriam
  • Jonathan Golub
    Senior Vice President – Legal
  • Joseph T. Libretti
    Junior Investment Analyst
  • Jo-Anne Broccolo
    Executive Assistant
  • Lisa Bruwer
    Executive Secretary
  • Gwen Friedrich
    Executive Legal Assistant
  • Maurice Funes
    Tax and Accounting Associate
  • Marian Gervais
    FC Bookkeeper
  • Sydney Kratzert
    Tax and Accounting Associate
  • Kathryn Mattner
    Receptionist
  • Francesca Romano
    Portfolio Administrator
  • Brenda Solomon Potok
    Director of Administration
  • Nicole Villarica
    Office Manager