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Samuel J
Series 63, Series 65
New York, NY
Tlg Advisors, Inc.
Samuel Jacobs is a financial advisor at TLG Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Leaders Group Inc, Arthur J Gallagher, and Lion Street Financial. In addition to his advisory role, he is involved in life insurance and annuities sales and consulting through Manor House Capital Insurance Services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm provides investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and the Starlight Portfolios direct-to-consumer program, employing fundamental analysis and Modern Portfolio Theory in its investment approach.
Maura M
Series 63, Series 65
New York, NY
Tlg Advisors, Inc.
Maura Mandell is a financial advisor at TLG Advisors, Inc. with three years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at DBM Legal & Business Services and 4M Ventures LLC, where she has been involved since 2012. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.
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