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Samalin Wealth is pleased to welcome Ronald Schneider, CFP® to the team. 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. His financial services career began at Merrill Lynch. He later joined Prudential […]
Andrew Samalin Wealth has been asked to speak at the 2018 ADFP Catalyst Conference in San Diego, CA. His presentation will cover Creating Liquidity Solutions with Illiquid Real Estate Assets as well as other related topics. This year the Academy of Professional Family Mediators will host its 6th annual conference in conjunction with […]
Samalin Wealth is pleased to announce the opening of our North Fork Office, headed by new financial advisor Matthew P. McKee, CFA. Matthew is an investment professional with a unique combination of experiences in both asset management and healthcare finance. His 14 years of professional experience in finance includes working for Gabelli Funds, Farallon Capital […]