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.

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    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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    John B. Hadley, Jr.

    Vice President – Investments

     

    Having joined the securities business in 1986, John B. Hadley, Jr. brings over three decades of knowledge and experience to Samalin Investment Counsel.  John graduated from Drexel University…

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    Matthew P. McKee, CFA

    Financial Advisor  social-linkedin-outline

     

    Matthew is an investment professional with nearly two decades of experience in financial services, including positions at Gabelli Funds and Farallon Capital Management, two of the world’s top investment managers…

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    Patrick C. Thuemmel, CFP®

    Director – Investments  social-linkedin-outline

     

    Earning his degree in Economics from Texas A&M College Station, Patrick has accumulated over a decade of experience helping advance clients and their families towards their unique financial goals…

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    Ronald Schneider, CFP®

    Vice President – Investments  social-linkedin-outline

     

    Following a successful career in sales, branch, regional, and national management with hi-tech computer firms, Ron built and sold a software development company before joining the financial services community in 1988…

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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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