November 2nd, 2023
Dina joined First Long Island Investors in 2023 and leads the firm’s marketing activities and related initiatives including communications, event planning, social media management, and website development. She oversees corporate events such as the semi-annual “Thought Leadership Breakfast Series” and the “Market Outlook” webinar series, in addition to preparing presentation materials, quarterly newsletters, blogs, and […]
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November 2nd, 2023
Since 2023, Jacquelyne has been a dedicated and customer-focused receptionist at First Long Island Investors. She provides exceptional front-line support and administrative assistance, ensuring seamless day-to-day operations. In her current role, Jacquelyne serves as the first point of contact for clients, answering inquiries, managing mail, and creating a welcoming atmosphere. Her strong organizational skills and […]
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October 22nd, 2022
Jonathan is a Senior Vice President, the General Counsel and the Chief Compliance Officer at First Long Island Investors. He joined FLI in 2022 and oversees all legal, regulatory, and compliance functions for the firm, its related entities, and FLI’s managed funds. Jonathan is also a member of the firm’s Marketing Committee and supports the […]
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August 12th, 2021
Lori joined First Long Island Investors in 2024, bringing with her over 30 years of expertise in portfolio administration and client service. She provides daily operational and administrative support to the Vice President of Portfolio Administration to ensure that FLI’s clients receive the best service possible. Among her many responsibilities, Lori handles incoming client requests, […]
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August 12th, 2021
Sydney Kratzert is an experienced accounting professional at First Long Island Investors, where she began her tenure in January 2021. Her current responsibilities include tax analysis, return preparation, and review, as well as overseeing bookkeeping, reconciliations, and partnership audits. Prior to joining FLI, Sydney held internships at Mikkeller Brewery in Flushing, NY, where she gained […]
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