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David Gottesman

David Gottesman, Founder

Focus on our core

Our core strength is investing over the long term, a skill we have honed over multiple decades, diligently managing clients’ assets through more than half a century of rising and falling markets and shifting economic conditions.

Today, we manage over $23 billion of our clients’ wealth, as well as our own personal capital, leveraging the same research-driven investment philosophy. When you partner with us, you can count on our experience building wealth over the long term.

Driven by client objectives

A commitment to personalized client service is fundamental to our culture. We seek to become highly attuned to your needs so we can center our advice and investment process on you. We have built meaningful relationships with our clients that now span across multiple generations.

Our people are our most important asset

We view the depth of knowledge and experience across our diverse team as a competitive advantage for us. Our team is passionate about your success, and we measure our accomplishments by the value we add for you. We are committed to being your trusted partner to help you realize your long-term vision.

Firm information: At a glance

Founded
1964
Employees
125+
Investment professionals
35+
Assets under management
$23B+
  • Independently owned and operated by the firm’s Partners
  • Registered investment adviser and broker-dealer operating subsidiaries
  • Clearing and custody with Pershing LLC, a wholly-owned subsidiary of The Bank of New York Mellon

AUM data represents fee-paying assets under management as of March 2024.

Reference to registration with the Securities and Exchange Commission ("SEC") does not imply that the SEC has endorsed or approved the qualifications of the Firm or its respective representatives to provide any advisory services described on the site or that the Firm has attained a level of skill or training.

For six decades, we have prioritized the interests of our clients first, fostering a strong alignment between us and helping to create lasting relationships that now span across generations.

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