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Olivier S

Series 63, Series 65

New York, NY

First Manhattan Co. LLC

Olivier Sarfati is a financial advisor at First Manhattan Co. LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GenTrust, LLC and CITIGROUP. Outside of his advisory role, he holds a minority ownership interest in AKS Art Advisory, an art consultancy firm. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, as well as institutional clients. The firm employs a long-term, research-driven, value-oriented approach and manages approximately $38 billion through a team of about 65 advisors.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Damon U

Series 66

New York, NY

First Manhattan Co. LLC

Damon Ustin is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Citigroup and several investment firms dating back to 2012. First Manhattan Co. LLC provides investment management and financial planning services primarily to high-net-worth individuals, trusts, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented portfolio management, combining actively managed holdings with third-party passive investments and integrates wealth planning alongside portfolio management.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Justin R

CFA®, Series 63

New York, NY

First Manhattan Co. LLC

Justin Rodriguez is a CFA® charterholder with 12 years of industry experience. He currently works at First Manhattan Co. LLC and has previously held positions at Goldman Sachs and J.P. Morgan Institutional Investments Inc. He holds a Series 63 license and is based in New York, NY. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with third-party passive investments alongside integrated wealth planning.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Adele W

Series 63, Series 65

New York, NY

First Manhattan Co. LLC

Adele Weisman is a financial advisor at First Manhattan Co. LLC with one year of experience. She previously worked for Roanoke Asset Management Corp. for 44 years. First Manhattan Co. LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, private investment vehicles, and institutional clients. The firm emphasizes long-term, research-driven, value-oriented management of equity and fixed-income portfolios tailored to client objectives.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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