About Us

You have many choices when it comes to financial advice.

Some financial services providers have large advertising campaigns, others don’t; some have names you recognize, others may not. Our experience tells us that you’ll choose the provider who delivers advice that is unencumbered by bureaucracy, by a financial team that is empowered to make independent and creative solutions for you.

 

Explore our website and review our team’s qualifications, the awards we’ve won, and the services we provide–or perhaps give us a call or email us. Above all, consider what is most important to you. It’s likely we’ve delivered that to our clients daily for the last 25 years. In a financial world filled with as many opportunities and risks as today, you’ll be pleased to know that your interests come first.

 

You are our clients.

Samalin Group

Samalin_Icons_houseOur 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®, CDFA™

Financial Service Associate

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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