Samuel Gilman is a Series 65 licensed advisor with 27 years of industry experience. He has been with Gilman, Harris & Travioli, An Accountancy Corporation since 1996. Gilman Harris Travioli Slover Accountancy Corporation is a small, state-registered investment advisory firm managing approximately $37.6 million in discretionary assets for around 74 clients. The firm provides investment supervisory services and individual portfolio management for individuals, charitable organizations, and businesses, using a process that incorporates fundamental analysis, asset allocation, and mutual fund/ETF analysis. The firm’s principals are licensed CPAs who also provide accounting services, a structure that is uncommon among peers.

Chris Harris is a financial advisor at Gilman Harris Travioli Slover Accountancy Corporation with 28 years of industry experience. He has been with the firm, a state-registered investment advisory and accountancy corporation, since 1996. Gilman Harris Travioli Slover Accountancy Corporation manages approximately $37.6 million in discretionary assets for around 74 clients, including individuals, charitable organizations, and businesses. The firm provides personalized investment supervisory services and portfolio management using fundamental analysis, asset allocation, and mutual fund/ETF strategies, while also maintaining a notable dual role as licensed CPAs offering accounting services.