About Us

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Samalin Wealth has been managing money for 30 years. We are an award-winning SEC Registered Investment Advisory firm that offers our clients white glove service. Customer service is a top priority for us.  We use the latest technology in the business of managing your money, and believe it is just as important to interact with our clients. Our entire team is committed to help you achieve your goals.

 

Have you thought about what you’d like from your wealth management team?  If you are like many of our clients, you might be looking for an alternative to ‘Big Box Investment Retailers’ with multiple agendas. As fiduciaries, we answer only to our clients. In this complex financial world, our clients hire us because we provide valuable guidance and knowledge in managing their hard-earned money. Our agenda? Elevate your financial potential.

Samalin Wealth

Samalin_Icons_houseThe Samalin Wealth Team

Andrew Samalin, CFP®, EA, CDFA®

Principal  social-linkedin-outline

 

Andrew Samalin has been advising affluent individuals, businesses and foundations since 1992 and currently manages assets through Samalin Wealth, an SEC Registered Investment Advisory…

 

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Maria J. McKee, CFP®, CDFA®

Chief Compliance Officer, Financial Services Associate  social-linkedin-outline

 

Maria is a former branch chief in the Investment Management Division of the U.S. Securities and Exchange Commission (SEC). Having worked there for seven years, she gained extensive experience in…

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Laurance J. Kersh, CFP®

Director, Investments  social-linkedin-outline

 

An industry veteran since 1997, Larry joins us from UBS, where he has been advising officers of non-public small and mid-size businesses and professionals. Larry is a Certified Financial Planner®…

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John R. Fussell

Vice President, Investments  social-linkedin-outline

 

John R. Fussell is a Vice President- Investments at Samalin Wealth. He has been a Wealth Manager of high net worth clients and businesses for over 12 years. Prior to joining Samalin Wealth..

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John B. Hadley, Jr.

Vice President, Investments

 

Having joined the securities business in 1986, John B. Hadley, Jr. brings over three decades of knowledge and experience to Samalin Wealth. John graduated from Drexel University…

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Clare Casey

Senior Service Representative  social-linkedin-outline

 

Clare has more than 17 years of securities brokerage experience assisting clients at Wachovia Securities and Morgan Stanley Dean Witter. Clare takes a keen interest in the well-being for those she…

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Ron Schneider, CFP®

Vice President, Investments  social-linkedin-outline

 

Following a successful career in sales, branch, regional, and national management with hi-tech computer firms, Ron built and sold a software development company before joining the financial services community in 1988…

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Patrick C. Thuemmel, CFP®

Director, Investments  social-linkedin-outline

 

After having earned his degree in Economics from Texas A&M – College Station, Patrick has accumulated over a decade of experience helping advance clients and their families towards their unique financial goals…

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Melinda Stach

Melinda Stach

Vice President, Marketing social-linkedin-outline

 

Melinda is a strategic marketing, brand, and communications leader with over 20 years of experience working in financial services…

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Paul Ayala

Paul Ayala

Financial Advisor  social-linkedin-outline

 

Passionate about advising clients, Paul brings a combined 14 years of banking and investment experience to Samalin Wealth. He joins Samalin Wealth to pursue a fiduciary role as a financial advisor…

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Mishelle Ciliberti, CPA

Financial Services Associate social-linkedin-outline

 

Mishelle graduated from SUNY Oswego with a BS in Accounting and began working in the public accounting sector earning her CPA. She moved on to the private sector was employed by Unilever for 6 years gaining experience in the accounting and internal auditing departments….

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Yvette Wheeler

Director of Operations  social-linkedin-outline

 

Yvette has over 30 years of operational experience in financial services. Previously, she was an Operations Manager at Heron Wealth…

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