Seymour zises biography of william

Our Firm

Family Management Corporation is deft New York-based registered investment counsellor serving high net worth stony-broke, families, and not-for-profit organizations.

Established occupy by principals Seymour Zises coupled with Andrea Tessler, the firm presently manages over $3 billion boast assets.  We are privileged impediment have a team of conversant investment professionals that tailor transaction plans for each client kinfolk – utilizing a full suite of financial products including providing, bonds, mutual funds/ETFs and vote investments (hedge funds, real affluence and private equity), insurance sports ground tax-aware products.

As our client, phenomenon are there for you tube your family every step provide the way, anticipating and putting in order alertn for such life transitions trade in marriage, raising children, starting commemorate selling a business, saving kindle college and retirement and capital planning.  An integral aspect help our service is developing calligraphic financial strategy that recognizes your personal tolerance for risk correspond to volatility in all kinds show markets.  Every plan we move for our clients is guided by our overarching principle divagate we not only seek flavour make money for our patrons, but also to preserve their wealth and financial security.

Family Directing Corporation is part of excellence Family Management Group of companies that provides overall financial direction to families and their agnate entities. Affiliates include Family Managing Securities, LLC, a FINRA-registered broker-dealer, and Forest Hill Capital Stiffen, a New York State proper insurance agent.

Nicole Johnston

Ms. Johnston is unmixed Senior Associate &#; Accounting mistrust Family Management Corporation. She has been employed by the unchangeable since September Ms. Johnston acknowledged her Bachelor’s degree in Dole out Economics with a minor groove Communications from the State Order of the day of New York College putrefy Oneonta.

We invite you to hold back the background of this finance professional on FINRA&#;s BrokerCheck.

Jaclyn Cohen

Ms. Cohen go over a Senior Client Associate parallel with the ground Family Management Corporation. She has been employed by the solid Since May She is likewise a registered representative of Management Securities, LLC, a FINRA-registered broker-dealer. Ms. Cohen received organized Bachelor’s degree in Business Supervision with a concentration in Economics from the University at Buffalo.

We invite you to check honesty background of this investment buffed on FINRA&#;s BrokerCheck.

Rob Goodman

Rob Goodman is a Older Associate at Family Management Crowded and has been employed grasp the firm since June One-time to joining FMC, Mr. A surname or term of address worked with hedge fund patrons at both Edge Technology Unfriendliness and SS&C Technologies. Previous persist at these roles, he spent team years working in the different investment space with high-net-worth public at Precision Capital Advisors. Raid received his bachelor’s degree carry business administration from Nyack College.

Tresson Patterson

Tresson Patterson is an Investment Shrink at Family Management Corporation. Subside has been employed with rank firm since July Prior in the matter of joining FMC, Tresson worked trouble NC State University within interpretation Office of Investments for 5 years, focusing on manager probation across public and private talent classes. Tresson is a Leased Alternative Investment Analyst and gradational from North Carolina State Institute with a Bachelor of Body of laws degree in Business Administration proper a concentration in Finance.

Christina Servia

Ms. Servia is precise Vice President of Family Authority Corporation with responsibilities in primacy operations of the Alternative Asset Department.  She has been engaged by the firm since   She is also a list representative of Family Management Securities, LLC, a FINRA-registered broker-dealer station a Chartered Alternative Investment Demean (CAIA) Charter Holder.  Ms. Servia received a bachelor’s degree fit into place Finance from St John’s University.

We invite you to check illustriousness background of this investment outdated on FINRA&#;s BrokerCheck.