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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

4 advisors near New York, NY

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Patricia K

Series 63, Series 65

New York, NY

Gotham Asset Management, LLC

Patricia Kolb is a financial advisor at Gotham Asset Management, LLC in New York, NY, with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Gotham Asset Management since 2009 and Foreside Fund Distributors LLC since 2014. Gotham Asset Management is a value-oriented equity investment manager serving pooled vehicles and institutional managed accounts, including private funds, mutual funds, ETFs, and sub-advised vehicles. The firm advises a range of investors such as pension plans, endowments, corporations, trusts, and governmental entities, employing bottom-up fundamental research and a proprietary database to manage long/short and long-only equity portfolios with a focus on risk, tax, and liquidity considerations.

Active portfolio management Concentrated stock management Tax-loss harvesting Executive
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Lisa C

Series 63, Series 65

New York, NY

Gotham Asset Management, LLC

Lisa Charkoudian Barry is a financial advisor at Gotham Asset Management, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Gotham since 2013. Barry also serves as Head of Wealth Management at the firm. Gotham Asset Management is a value-oriented equity investment manager serving pooled vehicles and institutional accounts, including pension plans, endowments, corporations, and trusts. The firm employs bottom-up fundamental research and manages a range of products, including private funds, mutual funds, and ETFs, with a focus on risk, tax, and liquidity considerations.

Active portfolio management Concentrated stock management Tax-loss harvesting Executive
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Oliver I

Series 66

New York, NY

Gotham Asset Management, LLC

Oliver Irwin is a financial advisor at Gotham Asset Management, LLC with a Series 66 designation and two years of industry experience. His prior roles include positions at Foreside Funds Distributors LLC, Lord, Abbett & Co. LLC, and Northwestern Mutual. He also worked at The Smith Center for Infectious Disease and has experience in business development within private wealth sales. Gotham Asset Management is a value-oriented equity investment manager serving pooled vehicles and institutional managed accounts such as private funds, mutual funds, and ETFs. The firm uses bottom-up fundamental research and a proprietary database to manage long/short and long-only equity portfolios for a diverse client base that includes pension plans, endowments, corporations, and government entities.

Active portfolio management Concentrated stock management Tax-loss harvesting Executive
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Rory C

CFP®, Series 63, Series 65

New York, NY

Gotham Asset Management, LLC

Rory Collins is a CFP® with 28 years of industry experience, currently serving at Gotham Asset Management, LLC since 2012 and Foreside Funds Distributor LLC since 2013. He holds Series 63 and Series 65 licenses. Gotham Asset Management is a value-oriented equity investment manager advising pooled vehicles and institutional managed accounts, including private funds, mutual funds, and ETFs. The firm serves pension plans, endowments, corporations, trusts, governmental entities, and select high-net-worth individuals, employing bottom-up fundamental research and managing portfolios with attention to risk, tax, and liquidity considerations.

Active portfolio management Concentrated stock management Tax-loss harvesting Executive
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