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
Our Team
Andrew Samalin, CFP®, EA, CDFA™
Principal 
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…
Laurance J. Kersh, CFP®
Director – Investments
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®…
John R. Fussell
Vice President – Investments
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…
Matthew P. McKee, CFA
Financial Advisor
Matthew is an investment professional with a unique combination of experiences in both asset management and healthcare finance. His 14 years of professional experience in finance includes…
Clare Casey
Senior Service Representative
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…
Thomas Jay Kowalchuk
Operations Manager
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…
Maria J. McKee, CFP®, CDFA™
Financial Service Associate
Chief Compliance Officer
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…
MISHELLE CILIBERTI, CPA
Financial Service Associate
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….