Gail Wiesenfeld is a financial advisor at Nardis Advisors LLC in New Rochelle, NY, with 10 years of industry experience. She has been with Nardis Advisors since 2013. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm offers customized portfolios across multiple asset classes, including socially responsible investment options, and maintains a cross-border operating posture with multiple offices and formal arrangements with non-U.S.-registered subadvisers.

Norman Chait is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He has worked at Nardis Advisors LLC since 2009. Outside of his role at Nardis Advisors, he serves as a registered Israeli portfolio manager for Marathon Wealth Management, spending less than one hour per week during securities trading hours. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm operates across multiple asset classes and maintains a cross-border presence with offices outside the United States, serving a significant number of non-U.S.-domiciled clients.

Shiran Bolganim is a Series 65-licensed financial advisor at Nardis Advisors LLC with six years of industry experience. His work history includes roles at Altshuler Shaham Owl L.P. and managing investment-related activities through his own entities based in Tel Aviv, Israel. Bolganim is involved in investment management and serves as managing partner and general manager for private investment funds. Nardis Advisors LLC serves individual clients, pension and profit-sharing plans, and charitable organizations with portfolio management, consulting, and third-party manager selection. The firm employs fundamental analysis and diversified asset allocation across multiple asset classes, offering a range of investment strategies including socially responsible portfolios and access to private placements and digital assets.

Michael Reed is a financial advisor at Nardis Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Fisher Investments, Personal Capital Advisors, and Mainstay Capital Management. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm customizes portfolios across multiple asset classes, offers socially responsible investment options, and maintains a cross-border operating posture with offices in multiple locations and a notable client base outside the United States.