Daniel Nessim is a financial advisor with IHT Wealth Management LLC in Great Neck, NY, holding a Series 63 designation and bringing 35 years of industry experience. His career includes roles at Private Advisor Group, LPL Financial, and Ameritas, among others. Nessim has also managed several business entities related to investment and insurance services. IHT Wealth Management serves individuals, pension plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools, diversified model portfolios, and algorithmic options through LPL’s Guided Wealth Portfolios.

Joseph Davis is a CFP® professional with 16 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC, where he has worked since 2021. His prior experience includes roles at Laidlaw & Company, Laidlaw Wealth Management, and HSBC Bank USA. Outside of his advisory work, he is involved with Stonebriar Investments, LLC, an advisory business for which he holds life and health insurance licenses. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools, offering diversified model portfolios and advisor-enhanced algorithmic investment options, supported by a network of approximately 153 investment adviser representatives.