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4 advisors near New York, NY
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Michael T
CFA®, Series 63
New York, NY
Hamlin Capital Management, LLC
Michael Tang is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Hamlin Capital Management, LLC in New York, NY. He has been with Hamlin Capital since 2013. Hamlin Capital Management, LLC provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm emphasizes current income through a combination of high-yield equities and bonds, using fundamental analysis and proprietary tools to manage long-term investments.
Nathaniel F
CFA®, Series 66
New York, NY
Hamlin Capital Management, LLC
Nathaniel Fierstein is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has been with Hamlin Capital Management, LLC since 2019 and previously worked at Morgan Stanley Wealth Management from 2016 to 2019. Hamlin Capital Management provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm’s investment approach emphasizes current income through a combination of high-yield equities and bonds, using fundamental analysis and proprietary tools, and it serves a diverse client base including municipal issuers and obligated persons.
Christopher D
CFA®, Series 63
New York, NY
Hamlin Capital Management, LLC
Christopher D'agnes is a CFA® charterholder with three years of industry experience, currently serving at Hamlin Capital Management, LLC. He has been with Hamlin Capital Management since 2001. Hamlin Capital Management provides discretionary portfolio management to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm emphasizes current income through a combination of high-yield equities and bonds, employing fundamental analysis and proprietary tools in its investment approach.
Dennis L
Series 65
New York, NY
Hamlin Capital Management, LLC
Dennis Lam is a financial advisor at Hamlin Capital Management, LLC with a Series 65 designation and three years of industry experience. He has been with Hamlin Capital Management since 2015. Hamlin Capital Management provides discretionary portfolio management services to individuals, retirement plans, corporations, and pooled investment vehicles, including private funds and a registered mutual fund. The firm’s investment approach emphasizes current income through a combination of high-yield equities and municipal and taxable bonds, utilizing fundamental analysis and proprietary tools.
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4 advisors near New York, NY
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