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Wealth Management & Client Services | FLI Investors

Wealth Management & Client Services

First Long Island Investors takes great pride in its commitment to creating comprehensive wealth management plans that encompass investment management, tax and estate planning, philanthropic goals, and much more that are unique to each client. With us, you’ll receive the individual attention and responsiveness you deserve, from senior-level advisors with an average of 25 years experience.

The value of working together for the good of each client individually shows in the record of success we have achieved for our clients over the years. And the growing list of clients who have found a personal and welcoming home-like atmosphere with us, from a team of people who are willing to do whatever is necessary to ensure each client’s needs are met, is what sets us apart.

Robert D. Rosenthal
Chairman, CEO, CIO
Robert Rosenthal
Ralph F. Palleschi
President, COO
Bruce A. Siegel
EVP, General Counsel
Stephen J. Juchem
Philip W. Malakoff
SVP - Wealth Management
Edward C. Palleschi
SVP - Wealth Management
Edward Palleschi
Eugene F. DeMark
Managing Director
Lawrence J. Waldman
Senior Adviser
Larry Waldman
Brian Gamble, CFP®
VP - Wealth Management
Ann M. DeVault
VP – Administration
Virginia A. Umbreit
VP - Portfolio Administration
Mary Hoerburger
AVP - Administration
Wesley Llado
AVP - Wealth Management
Therese C. Vobis
AVP, Director of Taxation
Drew Wray, CFP®
AVP - Wealth Management
Ebonie Hazle
Assistant General Counsel
Karen J. Weiskopf
Director of Marketing
Christopher Butler
IT Professional
Christopher Butler
  • Jo-Anne Broccolo
    Executive Assistant
  • Lisa Bruwer
    Executive Secretary
  • Gwen Friedrich
    Executive Legal Assistant
  • Marian Gervais
    FC Bookkeeper
  • Melody Hayes
    FC Bookkeeper
  • Brenda Solomon Potok
    Executive Assistant
  • Nicole Villarica
  • Alexia Yaziciyan
    Portfolio Administrator