Timothy Egan is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides discretionary and non-discretionary investment management primarily for high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, educational institutions, private investment vehicles, and institutional clients. The firm employs a research-driven, long-term, value-focused investment approach, utilizing both actively managed individual-security strategies and lower-fee passive fund exposures.

Jill Reiter is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at First Manhattan Co. LLC since 2020. Her prior roles include positions at Invesco and Oppenheimerfunds Distributor, Inc. She holds the Series 63 designation and is based in New York, NY. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals and a mix of tax-exempt and institutional clients, offering discretionary and non-discretionary portfolio management across equity and fixed-income strategies. The firm’s research-driven approach focuses on long-term capital appreciation through detailed company-level analysis and tailored advice.

Carol De Pena is a financial advisor at First Manhattan Co. LLC with five years of industry experience. She holds a Series 66 designation and has worked at First Manhattan since 2019. Prior to that, she was employed at Capital One Bank and City College of New York. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management alongside wealth-planning support. The firm’s investment approach is research-driven and focused on long-term capital appreciation, with tailored advice based on in-depth company analysis.

Paul Patrick is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 63 designation with 28 years of industry experience. He has been with First Manhattan Co. since 1999. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt and institutional clients, and serves as adviser to private investment funds and exchange-traded funds. The firm employs a research-driven investment approach focused on long-term capital appreciation, with tailored advice based on in-depth company analysis.

Daniel Helmick is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 63 designation with 27 years of industry experience. He has been with First Manhattan Co. since 1997. First Manhattan Co. LLC provides investment management services primarily for high-net-worth individuals, tax-exempt, and institutional clients. The firm employs a research-driven investment approach focused on long-term capital appreciation, offering discretionary and non-discretionary portfolio management alongside wealth-planning support.

Prajwal Prabhu is a financial advisor at First Manhattan Co. LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, and the Office of the Comptroller-Bureau of Asset Management. His background also includes roles in educational settings such as Brooklyn College and Macaulay Honors College. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management across equity and fixed-income strategies. The firm’s research-driven approach focuses on long-term capital appreciation through detailed company analysis and personalized advice tailored to individual client circumstances.

Andrew Freedberg is a financial advisor at First Manhattan Co. LLC with 18 years of industry experience. He holds the Series 63 designation and has been with First Manhattan Co. since 2000. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management across equity and fixed-income strategies. The firm’s research-driven approach emphasizes long-term capital appreciation through detailed company analysis and tailored advice.

Michael Kelter is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 63 designation with 17 years of industry experience. He has been with First Manhattan since 2014. Outside of his advisory role, Kelter serves on the board of International Literary Properties, which manages literary and book-based intellectual properties. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management across equity and fixed-income strategies. The firm’s research-driven approach focuses on long-term capital appreciation through detailed company analysis and tailored advice.

Jay Vodofsky is a financial advisor at First Manhattan Co. LLC in New York, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with First Manhattan Co. since 1995. First Manhattan Co. provides investment management primarily for high-net-worth individuals as well as tax-exempt and institutional clients. The firm employs a research-driven approach focused on long-term capital appreciation, offering discretionary and non-discretionary portfolio management alongside wealth-planning and advisory services.

Jacqueline Thibault is a financial advisor at First Manhattan Co. LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at First Manhattan since 2021. Prior to that, she held positions at Chris Faicco and William Joseph Newman, and also worked as a part-time group exercise instructor at New York Sports Club. First Manhattan Co. LLC provides investment management services primarily for high-net-worth individuals, tax-exempt and institutional clients, and advises private investment funds and exchange-traded funds. The firm employs a research-driven, long-term investment approach with tailored advice based on in-depth company analysis.

George Garfunkel is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and 23 years of industry experience. He has been with First Manhattan since 2002. Outside of his advisory role, he serves as "of counsel" to a law firm, providing legal advice to other attorneys on former clients. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management with a research-driven approach focused on long-term capital appreciation.

Adam Schwartz is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 63 designation with 23 years of industry experience. He has been with First Manhattan since 2001. Outside of his advisory role, he participates as a member of 3i Cap, a private investment networking group focused on connecting entrepreneurs and investors. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management across equity and fixed-income strategies. The firm’s research-driven approach emphasizes long-term capital appreciation through detailed company analysis and tailored advice.

Sharon Appelman is a financial advisor at First Manhattan Co. LLC with 18 years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining First Manhattan in 2022, she worked at Neuberger Berman LLC for eight years. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management across equity and fixed-income strategies. The firm’s research-driven approach focuses on long-term capital appreciation through detailed company analysis and tailored advice.

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. Her background also includes a role at the University of San Francisco. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals and a mix of tax-exempt and institutional clients. The firm’s research-driven approach focuses on long-term capital appreciation through in-depth company analysis and tailored advice, offering both discretionary and non-discretionary portfolio management across equity and fixed-income strategies.

Joshua Marans is a CFA® charterholder and Series 63 licensee with over 14 years of experience at First Manhattan Co. LLC, where he has worked since 2012. He is based in New York, NY. First Manhattan Co. LLC provides discretionary and non-discretionary investment management primarily for high-net-worth individuals and various institutional clients. The firm employs a research-driven, long-term value investment approach, combining actively managed strategies with lower-fee passive fund exposures across equity and fixed-income portfolios.

Aletta Marsans is a CFP® and ChFC® with six years of industry experience. She is currently with First Manhattan Co. LLC and has previously worked at firms including Morgan Stanley and Northwestern Mutual. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management alongside wealth-planning support. The firm follows a research-driven, long-term capital appreciation approach, emphasizing detailed company analysis and tailored advice.

Deborah Waldman is a financial advisor at First Manhattan Co. LLC with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with First Manhattan since 2011. Outside of her advisory role, she is involved in managing a ski rental property in Vermont. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management across equity and fixed-income strategies. The firm employs a research-driven approach focused on long-term capital appreciation through in-depth company analysis and personalized client advice.

Crystal Smolinski is a financial advisor at First Manhattan Co. LLC with over 30 years of experience in investment management. She previously worked at Grand-Jean Capital Management for three decades before joining First Manhattan in 2025. She holds a Series 65 designation. First Manhattan Co. LLC provides investment management services primarily to high-net-worth individuals, tax-exempt, and institutional clients, including advisory roles for private investment funds and exchange-traded funds. The firm employs a research-driven approach focused on long-term capital appreciation, with individualized advice and both discretionary and non-discretionary portfolio management.

Benjamin Groveman is a financial advisor at First Manhattan Co. LLC with 10 years of industry experience. He holds a Series 63 designation and has been with First Manhattan since 2015. Outside of his advisory role, he serves as Treasurer for a condominium homeowners association and is President of two investment partnerships, performing administrative duties without compensation. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management across equity and fixed-income strategies. The firm’s research-driven approach focuses on long-term capital appreciation through detailed company analysis and tailored advice.

Michael Gasner is a financial advisor at First Manhattan Co. LLC with 21 years of industry experience. He has been with First Manhattan since 2007 and holds a Series 63 designation. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management across equity and fixed-income strategies. The firm employs a research-driven approach focused on long-term capital appreciation, with tailored advice and in-depth company-level analysis.