Brian Gamble, CFP®
Senior Vice President – Private Wealth Management and a Member of FLI’s Investment Committee
Brian has been part of the First Long Island Investors team since 2006 and is a CERTIFIED FINANCIAL PLANNER® professional. Over the years, his role at FLI has steadily expanded. He currently is a member of the client relationship team and is a member of the investment committee as well as a member of sub-committees for many of FLI’s investment strategies.
Brian is the Portfolio Manager for Fixed Income, responsible for buying and selling bonds on behalf of clients as well as interfacing with multiple bond brokers to ensure optimal pricing and access to a broad range of securities. He also serves as Associate Portfolio Manager of FLI Dividend Growth, one of FLI’s defensive investment strategies. He contributes to research, analysis, and due diligence for both potential and existing equity holdings across several strategies.
In addition, Brian plays a key role in developing initial and ongoing asset allocation recommendations for clients. He analyzes new clients’ existing holdings, including annuities, retirement plans, and other assets and develops strategic recommendations for transitioning these assets to FLI’s various investment strategies including in some cases, where appropriate, a recommendation to maintain certain existing investments. Brian works closely with many of our clients and provides guidance on broader wealth management strategies such as trust planning, family gifting, and philanthropic giving, helping clients navigate their evolving financial needs and goals. Brian’s combination of financial planning expertise and deep investment knowledge attained through earning the CFP® certification has been instrumental in supporting FLI’s clients.
Outside of FLI, Brian is a member of the Board of Trustees at the Boys & Girls Club of Oyster Bay-East Norwich. He is also co-chair of its Investment Committee and a member of the Golf Committee.
Brian graduated cum laude from Hofstra University/Hofstra University Honors College in 2007, where he earned a B.B.A. concentrating in Business Computer Information Systems with a minor in Finance. He was honored as part of Blank Slate Media’s 40 Under 40 in 2022. A Long Island native, Brian is an avid NY Islanders, NY Giants, and NY Yankees fan. He also enjoys traveling, snowboarding, boating, and golf as well as spending time with his family.
To contact Brian, please email him at brian@fliinvestors.com.