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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

Gwen Friedrich

Gwen joined First Long Island Investors as an Executive Legal Assistant in 2008. With a career starting at Debevoise & Plimpton, she brings extensive experience in the legal sector. Gwen supports the General Counsel by handling administrative matters, scheduling, and communicating with clients. In addition, Gwen assists with legal tasks and supports the firm’s wealth […]

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Jo-Anne Broccolo

Jo-Anne (“Jo”) serves as Client Service Administrator for Tax & Portfolio Administration at First Long Island Investors. She first joined FLI in 2009 as an Executive Assistant and ever since then has demonstrated exceptional organizational skills and dedication to the firm. Jo collaborates closely with FLI’s administrative, tax, and accounting services teams, managing a wide […]

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Lisa Bruwer

Lisa Bruwer joined First Long Island Investors in 1986 and serves as the Executive Secretary to the Chairman, CEO & Chief Investment Officer, as well as the President & Chief Operating Officer. Among her many responsibilities, Lisa provides vital administrative support to senior executives, overseeing calendar management, coordinating meeting schedules, and facilitating client communication.  Lisa […]

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Wesley Llado, CFA

Wesley joined First Long Island Investors in 2014.  He is a member of the Investment Committee, actively contributing to the sub-committees for each of our strategies.  His responsibilities include conducting research and analysis on potential holdings, as well as ongoing analysis of existing holdings and macroeconomic trends.  His analytical approach emphasizes bottom-up research, while considering […]

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Christopher Butler

Chris joined First Long Island Investors in 2015 as an IT Professional. His connection with FLI began during his previous 10 years as an IT consultant when he handled the sizing, specification, testing, and deployment of a completely new network and server infrastructure for us in 2012. He is currently tasked with the end-to-end maintenance, […]

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