Andrew Evan Samalin
Algemeen Directeur bij Samalin Investment Counsel LLC
Profiel
Mr. Andrew E.
Samalin is a Principal at Samalin Investment Counsel LLC.
He is a financial professional with over 24 years of experience in assisting attorneys, CPAs and their clients with their personal financial analytics and wealth management needs on a fee-only basis.
Prior to founding Samalin Investment Counsel, he held Senior Vice President – Investment positions at Morgan Stanley, Prudential Securities, and Wachovia Securities.
He is a graduate of New York University for both his undergraduate and Master’s degrees.
He is a Certified Financial Planner by trade and by focus, and is an Enrolled Agent, a federally licensed tax practitioner with the IRS, to assist the professionals and clients with pre- and post- divorce financial planning engagements and tax analysis.
Actieve functies van Andrew Evan Samalin
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Algemeen Directeur | 01-01-2007 |
Eerdere bekende functies van Andrew Evan Samalin
| Bedrijven | Functie | Einde |
|---|---|---|
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | 01-04-2007 |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | 01-12-2000 |
Opleiding van Andrew Evan Samalin
| New York University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
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 |
