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DIVORCING? For effective financial planning, you need to know how your divorce decisions affects your taxes, house ownership, and other assets.

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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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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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