Partner
CurrentPortfolio Manager: Manage equity and fixed income accounts on a discretionary basis utilizing a fundamental research focused, risk averse, value-oriented investment process.First Manhattan is a privately-owned wealth advisory firm founded in 1964. We provide investment management and financial & estate planning services to individuals, partnerships, trusts, retirement accounts, pension plans and institutions. We are committed to our clients and helping them achieve their long-term investment objectives through risk-averse, value-oriented investment strategies. Our focus is on managing assets on a discretionary basis for long-term capital appreciation, primarily by investing in equity securities. We also invest in municipal and corporate bonds based on an individual client’s specific financial needs and objectives.
