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Timothy E

Series 66

New York, NY

First Manhattan Co. LLC

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Paul P

ChFC®, Series 63, Series 66

Sewickley, PA

First Manhattan Co. LLC

Paul Pigman Jr. is a financial advisor with First Manhattan Co. LLC in Sewickley, PA, holding the ChFC® designation and Series 63 and 66 registrations. He has 39 years of industry experience, including previous roles at Northwestern Mutual and BNY Mellon Wealth Management. Outside of finance, Pigman is the owner of PigPop Racing, where he works as a high-performance driving instructor and team management advisor, and he serves as President of Scouting America, Laurel Highlands Council. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals as well as trusts, pension plans, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, integrating individualized portfolio management with wealth planning.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Jill R

CFA®, Series 63

New York, NY

First Manhattan Co. LLC

Jill Reiter is a CFA® charterholder with 14 years of industry experience. She has worked at First Manhattan Co. LLC since 2020, following prior roles at Invesco and Oppenheimerfunds Distributor, Inc. before a brief period away from the industry. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with various institutional clients. The firm focuses on long-term, research-driven, value-oriented equity and fixed-income portfolio management, integrating wealth planning with tailored advice delivered through individually managed portfolios.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Carol D

Series 66

New York, NY

First Manhattan Co. LLC

Carol De Pena is a financial advisor with First Manhattan Co. LLC, holding a Series 66 designation and six years of industry experience. She has worked at First Manhattan Co. since 2019 and was previously employed by Capital One Bank from 2015 to 2019. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings with third-party passive fund investments and integrating wealth planning with portfolio management.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Paul P

Series 63

New York, NY

First Manhattan Co. LLC

Paul Patrick is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and 29 years of industry experience. He has been with First Manhattan Co. since 1999. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios tailored to client objectives, integrating wealth planning alongside portfolio management.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Daniel H

Series 63

New York, NY

First Manhattan Co. LLC

Daniel Helmick is a financial advisor at First Manhattan Co. LLC with 27 years of industry experience. He has been with First Manhattan since 1997 and holds the Series 63 designation. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management and integrates wealth planning with portfolio management.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Prajwal P

CFP®, Series 66

New York, NY

First Manhattan Co. LLC

Prajwal Prabhu is a CFP® professional with seven years of experience in the financial services industry. He is currently with First Manhattan Co. LLC, where he has worked since 2022. His prior roles include positions at Merrill, Bank of America, and the Office of the Comptroller-Bureau of Asset Management. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios tailored to client objectives, with a focus on fundamental research and individually managed portfolios.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Andrew F

Series 63

New York, NY

First Manhattan Co. LLC

Andrew Freedberg is a financial advisor at First Manhattan Co. LLC in New York, NY, with 19 years of industry experience. He holds a Series 63 designation and has been with First Manhattan Co. since 2000. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented equity and fixed-income management, with tailored advice delivered through individually managed portfolios that integrate wealth planning.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Michael K

Series 63

New York, NY

First Manhattan Co. LLC

Michael Kelter is a financial advisor at First Manhattan Co. LLC with 18 years of industry experience. He has been with First Manhattan Co. since 2014. Kelter holds a Series 63 designation. Outside his advisory role, he serves as a board member for International Literary Properties, which acquires and manages literary and book-based intellectual properties. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management and integrates wealth planning with portfolio management.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Jay V

Series 63, Series 65

New York, NY

First Manhattan Co. LLC

Jay Vodofsky is a financial advisor with First Manhattan Co. LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with First Manhattan Co. since 1995. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings with third-party passive investments and integrating wealth planning alongside portfolio management.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Jacqueline T

Series 66

New York, NY

First Manhattan Co. LLC

Jacqueline Thibault is a financial advisor at First Manhattan Co. LLC with 12 years of industry experience. She holds the Series 66 designation and previously worked at Chris Faicco, Vent Fitness, and William Joseph Newman. Outside of her advisory role, she works as a part-time group exercise instructor at New York Sports Club. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm focuses on long-term, research-driven, value-oriented portfolio management tailored to individual client objectives.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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George G

Series 63

New York, NY

First Manhattan Co. LLC

George Garfunkel is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and having 23 years of industry experience. He has been with First Manhattan Co. since 2002. Outside of advising, he serves as "Of Counsel" to the law firm Garfunkel, Wild & Travis, PC, providing legal advice to other attorneys on former clients. First Manhattan Co. LLC offers discretionary and non-discretionary investment management and financial planning primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented portfolio management supported by fundamental research and integrates wealth planning alongside portfolio management.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Adam S

Series 63

New York, NY

First Manhattan Co. LLC

Adam Schwartz is a financial advisor at First Manhattan Co. LLC with 23 years of industry experience. He holds the Series 63 designation and has been with First Manhattan since 2001. Outside of his advisory role, he participates in 3i Cap, a private investment networking group focused on entrepreneurship. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management with a blend of actively managed holdings and third-party passive investments.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Sharon A

CFP®, Series 66

New York, NY

First Manhattan Co. LLC

Sharon Appelman is a CFP® and holds a Series 66 license, with 19 years of experience in financial advisory. She has worked at First Manhattan Co. LLC since 2022 and spent eight years at Neuberger Berman LLC prior to that. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining actively managed holdings with third-party passive investments and integrating wealth planning alongside portfolio management.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Winnie L

Series 66

New York, NY

First Manhattan Co. LLC

Winnie Lau is a financial advisor at First Manhattan Co. LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for six years before joining First Manhattan in 2021. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, integrating wealth planning alongside portfolio management.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Himayani P

New York, NY

First Manhattan Co. LLC

Himayani Puri is a financial advisor at First Manhattan Co. LLC with 11 years of industry experience. She has worked at First Manhattan Co. since 2018 and previously held roles at Garden Leave and Cerrano Capital LLC. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios tailored to client objectives.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Joshua M

CFA®, Series 63

New York, NY

First Manhattan Co. LLC

Joshua Marans is a CFA® charterholder with 18 years of industry experience. He has been with First Manhattan Co. LLC since 2012. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as for trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management, combining actively managed holdings with third-party passive investments and often integrating wealth planning alongside portfolio management.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Deborah W

Series 63, Series 65

New York, NY

First Manhattan Co. LLC

Deborah Waldman is a financial advisor at First Manhattan Co. LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with First Manhattan Co. since 2011. Outside of her advisory role, she is involved in a ski rental business in Vermont. First Manhattan Co. provides investment management and financial planning primarily for high-net-worth individuals, along with trusts, pension plans, charitable organizations, and institutional clients. The firm uses a long-term, research-driven, value-oriented investment approach and typically integrates wealth planning with portfolio management.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Crystal S

Series 65

New York, NY

First Manhattan Co. LLC

Crystal Smolinski is a financial advisor at First Manhattan Co. LLC with a Series 65 designation and over 30 years of industry experience, including a 30-year tenure at Grand-Jean Capital Management prior to joining First Manhattan in 2025. Based in New York, NY, her career spans multiple decades in investment management. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, integrating wealth planning alongside portfolio management.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Benjamin G

Series 63

New York, NY

First Manhattan Co. LLC

Benjamin Groveman is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 credential and 11 years of industry experience. He has been with First Manhattan Co. since 2015. Outside of his advisory role, he serves as Treasurer for his condominium homeowners association and is president of two investment-related entities, FC Wythe Partners LLC and Revolve Partners I, LP, both involving administrative responsibilities without compensation. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented portfolio management and typically integrates wealth planning alongside portfolio management.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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