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Advising clients nationwide for over 40 years
Client Portal
Advising clients nationwide for over 40 years
Client Portal

Wealth Management & Client Services

Dylan Klein, CFA

Dylan joined First Long Island Investors in 2018.  He is a member of the Investment Committee and of all in-house equity portfolio sub-committees as well as the fixed income sub-committee. His responsibilities include research and analysis of current portfolio holdings, and potential new holdings, as well as monitoring outside manager activity and conducting due diligence […]

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Alexia Yaziciyan

Alexia joined First Long Investors in 2016 and currently heads the portfolio administration team. She is the main point of contact for each client’s day-to-day needs, including account opening, managing cash flows, quarterly client reporting, etc. Alexia oversees the various account report processes, including daily reconciliation, cost basis, corporate actions, and more. She serves as […]

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Nicole Villarica

Nicole joined First Long Island Investors in 2015 as the receptionist and was promoted to Office Manager in 2021. She manages general office operations including filing systems, supplies, and equipment. Nicole also assists the Director of Administration in managing accounts payable, budgeting, and general accounting.  She plays a key role in managing staff schedules, resolving […]

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Brenda Solomon Potok

Brenda joined First Long Island Investors in 2008 as an Executive Assistant and quickly advanced to Office Manager, eventually becoming Director of Administration. She is responsible for managing FLI’s administrative systems and supervising various day-to-day functions, including overseeing wire transfers, reviewing invoices, and approving bank reconciliations. Brenda tracks corporate expenses and prepares cash flow projections, […]

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Marian Gervais

Marian has served as a Full Charge Bookkeeper at FLI for clients, FLI’s managed partnerships, and various foundations since 2016. In this role, Marian is responsible for managing financial records, ensuring accurate bookkeeping, and overseeing accounts for a variety of clients, including partnerships and foundations. Prior to joining FLI, Marian worked as an AR/AP Specialist […]

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