About Us

About Samalin Investment Counsel

Samalin Investment Counsel has been managing money for 25 years. We are an award-winning SEC Registered Investment Advisory firm that offers our clients what we consider to be, white glove service. Customer service is a top priority for us.  With companies relying so much on technology, we still believe it is important to interact with our clients. Our entire team knows all of our clients and their goals because they are our goals.

 

Maybe  you have thought about what you’d like from your wealth management team.  If you are like our other clients, you might be looking for an alternative to ‘Big Box Investment Retailers’ with multiple agendas. Maybe you have no idea what you are looking for; either situation is fine.

As fiduciaries, we answer to you.  In a financial world as complex and risk-laden as it is today, that is truly a valuable commodity. We believe clients hire us because of that unmitigated clarity. Our agenda?  Yours.


Samalin Investment Counsel

Samalin_Icons_houseThe Samalin Investment Counsel Team

Andrew Samalin, CFP®, EA, CDFA™

Principal  social-linkedin-outline

 

Andrew Samalin has been advising affluent individuals, businesses and foundations since 1992 and currently manages assets through Samalin Investment Counsel, an SEC Registered Investment Advisory…

 

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Laurance J. Kersh, CFP®

Director – Investments  social-linkedin-outline

 

An industry veteran since 1997, Larry joins us from UBS, where he has been advising officers of non-public small and mid-size businesses and professionals. Larry is a Certified Financial Planner®…

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John R. Fussell

Vice President – Investments  social-linkedin-outline

 

John R. Fussell is a Vice President- Investments at Samalin Investment Counsel. He has been a Wealth Manager of high net worth clients and businesses for over 12 years. Prior to joining Samalin…

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Clare Casey

Senior Service Representative  social-linkedin-outline

 

Clare has more than 17 years of securities brokerage experience assisting clients at Wachovia Securities and Morgan Stanley Dean Witter. Clare takes a keen interest in the well-being for those she…

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Thomas Jay Kowalchuk

Operations Manager  social-linkedin-outline

 

TJay began his career in financial services as a Client Services Associate with Smith Barney in 2005, after graduating from SUNY Binghamton with a Bachelors degree in Human Development. His intrigue…

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Maria J. McKee, CFP®

Chief Compliance Officer  social-linkedin-outline

 

Maria is a former branch chief in the Investment Management Division of the U.S. Securities and Exchange Commission (SEC). Having worked there for seven years, she gained extensive experience in…

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MISHELLE  CILIBERTI, CPA

Financial Service Associate social-linkedin-outline

 

Mishelle graduated from SUNY Oswego with a BS in Accounting and began working in the public accounting sector earning her CPA. She moved on to the private sector was employed by Unilever for 6 years gaining experience in the accounting and internal auditing departments….

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