Laurance J. Kersh, CFP®
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 PLANNERTM, 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.
Laurance graduated from SUNY Stony Brook, where he majored in Sociology and minored in Business. He lives in South Salem, NY with his wife and three children.