Laurance Jay Kersh
Director of Investments bij Samalin Investment Counsel LLC
Profiel
Mr. Laurance J.
Kersh is a Director of Investments at Samalin Investment Counsel LLC.
He is an industry veteran since 1997.
He is a Certified Financial Planner, and incorporates the results of a financial plan into an investment roadmap to help the client achieve their financial goals, integrating both sides of the balance sheet.
Mr. Kersh joined the firm from UBS, where he has been advising officers of non-public small and mid-size businesses and professionals.
He graduated from SUNY Stony Brook, where he majored in Sociology and minored in Business.
Actieve functies van Laurance Jay Kersh
| Bedrijven | Functie | Begin |
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Samalin Investment Counsel LLC
 Samalin Investment Counsel LLC Investment ManagersFinance Samalin Investment Counsel LLC (dba Samalin Wealth) is an independent registered investment advisor and wealth management firm headquartered in Chappaqua, New York. The firm was founded by Andrew E. Samalin in 2007. Samalin Wealth offers investment advisory services to individuals, pension, and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Director of Investments | 01-01-2015 |
Eerdere bekende functies van Laurance Jay Kersh
| Bedrijven | Functie | Einde |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01-01-2015 |
Opleiding van Laurance Jay Kersh
| Stony Brook University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Samalin Investment Counsel LLC
Samalin Investment Counsel LLC Investment ManagersFinance Samalin Investment Counsel LLC (dba Samalin Wealth) is an independent registered investment advisor and wealth management firm headquartered in Chappaqua, New York. The firm was founded by Andrew E. Samalin in 2007. Samalin Wealth offers investment advisory services to individuals, pension, and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
