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Leonard B

Series 63

New York, NY

First Manhattan Co. LLC

Leonard Berman is a financial advisor at First Manhattan Co. LLC with 31 years of industry experience. He holds a Series 63 designation and has been with First Manhattan since 2006. Outside of his advisory role, he serves as an officer and assistant treasurer for The Jewish Center in New York. 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 and integrates wealth planning alongside portfolio management.

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

Series 66

New York, NY

First Manhattan Co. LLC

Nadia Abdulghani is a financial advisor at First Manhattan Co. LLC with 14 years of industry experience. She holds the Series 66 designation and has been with First Manhattan Co. since 2015. 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 portfolio management, combining actively managed holdings with third-party passive funds and integrating wealth planning alongside investment management.

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

Series 66, Series 63

New York, NY

First Manhattan Co. LLC

Michael Denmark is a financial advisor at First Manhattan Co. LLC in New York, NY, holding Series 66 and Series 63 licenses with nine years of industry experience. He worked at Kynikos Associates for 14 years before joining First Manhattan Co., where he has been since 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 equity and fixed-income portfolio management tailored to client objectives, managing approximately $38 billion through a team of about 65 portfolio professionals.

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

CFP®, Series 66

New York, NY

First Manhattan Co. LLC

Caroline Kelley is a CFP® and Series 66-licensed financial advisor at First Manhattan Co. LLC with 11 years of industry experience. She has worked at First Manhattan since 2020 and previously at Merrill from 2016 to 2020. 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 tailored to individual client objectives, managing roughly $38 billion across a team of about 65 portfolio professionals.

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

Series 63, Series 65

New York, NY

First Manhattan Co. LLC

Jack Varon is a financial advisor with First Manhattan Co. LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with First Manhattan Co. since 2002. 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 employs a long-term, research-driven, value-oriented approach to managing equity and fixed-income portfolios, integrating wealth planning with portfolio management.

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

Series 66

New York, NY

First Manhattan Co. LLC

Stephanie Roman is a financial advisor at First Manhattan Co. LLC with two years of industry experience. She holds the Series 66 designation and previously worked at MML Investors Services LLC and Mass Mutual Life Insurance Company. 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, with tailored advice delivered through individually managed portfolios that combine active and passive investments.

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

Series 66

New York, NY

First Manhattan Co. LLC

Nicole Sliwa is a financial advisor at First Manhattan Co. LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley & Co. Incorporated for 14 years before joining First Manhattan Co. in 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 focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, with tailored advice delivered through individually managed portfolios that combine active and passive investments.

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

Series 63, Series 65

New York, NY

First Manhattan Co. LLC

Bernard Groveman is a financial advisor at First Manhattan Co. LLC with 40 years of industry experience. He has been with First Manhattan since 2002 and holds Series 63 and Series 65 licenses. 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 funds and integrating wealth planning alongside portfolio management.

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

CFP®, Series 63

New York, NY

First Manhattan Co. LLC

Amanda Tappen is a CFP® with four years of industry experience, currently serving as a financial advisor at First Manhattan Co. LLC. She previously worked for Douglas C. Lane & Associates from 2008 to 2024. 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 follows a long-term, research-driven, value-oriented approach with tailored advice delivered through individually managed portfolios that may include both actively managed holdings and third-party passive funds.

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

CFP®

New York, NY

First Manhattan Co. LLC

Nehal Suren is a CFP® professional with seven years of industry experience, currently with First Manhattan Co. LLC. Prior to joining First Manhattan Co., Nehal worked at Fiduciary Trust, Wilmington Trust, People's United Advisors, People's Securities, and Gerstein Fisher and Associates. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with 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.

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

Series 66

New York, NY

First Manhattan Co. LLC

Sean Touhy is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 66 designation and five years of industry experience. He previously worked at Cognetic Capital Advisors, Kuttin Wealth Management - Ameriprise, and Worden Capital Management LLC. Touhy is a minority owner of a family estate planning business, Touhy 5, LLC. 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 equity and fixed-income portfolio management tailored to client objectives, combining actively managed holdings and passive funds alongside integrated wealth planning.

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

Series 63, Series 65

New York, NY

First Manhattan Co. LLC

Robert Aylward is a financial advisor at First Manhattan Co. LLC with 28 years of industry experience. He has been with First Manhattan since 2005 and holds Series 63 and Series 65 credentials. 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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Peggy L

Series 63, Series 65

New York, NY

First Manhattan Co. LLC

Peggy Lebert is a financial advisor at First Manhattan Co. LLC with over 40 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Avalon Advisors, R.M. Stark & Co., and Premium 72 Capital. In addition to her advisory role, she has provided regulatory compliance consulting through Bates Group, LLC. First Manhattan Co. LLC offers discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, along with institutional and charitable clients. The firm focuses on long-term, research-driven, value-oriented equity and fixed-income portfolio management, integrating wealth planning with individual client objectives.

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

Series 63

New York, NY

First Manhattan Co. LLC

Timothy Muccia is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and 33 years of industry experience. He has been with First Manhattan Co. since 1999, spanning 27 years at the firm. 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, tailoring advice through individually managed portfolios that combine active holdings and third-party passive investments.

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

CFP®, Series 63, Series 65

New York, NY

First Manhattan Co. LLC

Christopher Dende is a CFP® with 13 years of industry experience, currently serving as a financial advisor at First Manhattan Co. LLC since 2019. His prior experience includes roles at People's United Advisors, People's Securities, Gfa Securities, and Gerstein Fisher & Associates. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals and institutional clients. The firm focuses on long-term, research-driven, value-oriented equity and fixed-income portfolios, integrating wealth planning with portfolio management.

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

Series 63

New York, NY

First Manhattan Co. LLC

Zachary Wydra is a financial advisor at First Manhattan Co. LLC in New York, NY, with 12 years of industry experience and a Series 63 designation. He has been with First Manhattan Co. since 2015. Outside of his advisory work, he serves as a publisher for The Rye Record. First Manhattan Co. 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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Edward B

Series 65

New York, NY

First Manhattan Co. LLC

Edward Beddow is a Series 65 licensed financial advisor with 12 years of industry experience. He currently works at First Manhattan Co. LLC and previously operated Beddow Capital Management, LLC for 13 years. First Manhattan Co. LLC provides investment management and financial planning services primarily to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented equity and fixed-income portfolio management, tailoring advice to client objectives through individually managed portfolios that may include both active and passive investments.

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

Series 63, Series 66

New York, NY

First Manhattan Co. LLC

Areana Singh is a financial advisor at First Manhattan Co. LLC with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining First Manhattan, she worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. She also has experience in acting and modeling. First Manhattan Co. LLC provides investment management and financial planning services primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented portfolio management tailored to client objectives.

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

Series 63

New York, NY

First Manhattan Co. LLC

Joseph Sammarco is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and 25 years of industry experience. He has been with First Manhattan Co. for 10 years since 2016. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm employs a long-term, research-driven, value-oriented approach, combining actively managed portfolios with third-party passive funds, and integrates wealth planning alongside portfolio management.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Robert N

Series 65

New York, NY

First Manhattan Co. LLC

Robert Nemzin is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 65 credential with two years of industry experience. He previously worked at HSBC Private Bank for four years and Butzel Long, PC for twelve years. 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 focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, tailoring advice through individually managed portfolios that combine active and passive investments.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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