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Daniel S
Series 63, Series 65
Staten Island, NY
VCP Financial LLC
Daniel Spiegel is a financial advisor at VCP Financial LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VCP Financial since 2013 and Sterne Agee from 2012 to 2017. Outside of his advisory role, Spiegel is a co-founder and managing partner of LIFE 143, LLC, a life and health insurance business, and Vessel Capital Management, LLC, where he is involved in client portfolio management for related private funds. VCP Financial LLC offers portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies, including fundamental and technical analysis, and manages accounts on both discretionary and non-discretionary bases.
Joseph O
Series 63, Series 65
Staten Island, NY
VCP Financial LLC
Joseph Orlando Jr. is a financial advisor at VCP Financial LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at VCP Financial since 2019, following a three-year tenure at First Standard Financial Company. Outside of his advisory role, he serves as president of Buy Long Enterprises, a corporation involved in maintaining financial records. VCP Financial LLC provides portfolio management, financial planning, pension consulting, and other advisory services to individuals, pension plans, and business entities. The firm employs a variety of investment strategies, including fundamental and technical analysis, long- and short-term trading, and options writing, and is notable for managing a substantial portion of assets on a non-discretionary basis.
Gaurav L
Series 63, Series 65
Staten Island, NY
VCP Financial LLC
Gaurav Lall is a financial advisor with VCP Financial LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at VCP Financial since 2013 and previously at Sterne Agee from 2012 to 2017. Lall is co-founder and managing partner of LIFE 143, LLC, which focuses on life and health insurance sales, and Vessel Capital Management, LLC, a private fund advisory firm. VCP Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm uses a combination of fundamental, technical, and charting analysis and employs various strategies including long- and short-term trading, short sales, and options writing, managing accounts on both discretionary and non-discretionary bases.
Tamir S
Series 63
Staten Island, NY
VCP Financial LLC
Tamir Shabat is a financial advisor at VCP Financial LLC with 17 years of industry experience. He holds a Series 63 designation and has been with VCP Financial since 2013. Outside of his advisory role, Shabat is a co-founder and managing partner of LIFE 143, LLC, which focuses on life and health insurance sales, as well as Vessel Capital Management, LLC, where he is involved in client portfolio management for private funds. VCP Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a range of investment strategies including fundamental, technical, and charting analysis, and manages accounts on both discretionary and non-discretionary bases.
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