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Contact

  • T: 212.756.3494
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Portfolio Associates

  • Tiffany Brugman
  • 212.756.3212
  • Jennifer Del Valle
  • 212.756.3491
  • Christine Heim
  • 212.756.3493
  • Stephen Locorriere
  • 212.756.3235
  • Terri Molloy
  • 212.756.3483

Wealth Advisor & Relationship Manager

  • Sharon Appelman, CFP®
  • 212.756.3350

Jack Varon

Partner, Portfolio Manager

39+
Years of
Experience
38+
Years at First
Manhattan

Team Overview

The Varon Group, which includes Jack Varon, Dan Helmick, and Michael Kelter, has a long-term track record of prudent investing and protecting and steadily building clients' wealth over time. They believe strongly in long-term investing and the power of compounding. As patient, risk-averse, value-oriented investors, they conduct deep due diligence before making any investments on their clients' behalf. This has historically allowed for low portfolio turnover and tax efficiency.

Jack Varon Biography

Jack Varon is a Partner, Portfolio Manager, and member of First Manhattan's Research Committee. He worked closely with David Gottesman, the founder of First Manhattan, from 1985 until his death in 2022.

Jack holds a BA in Economics from Yeshiva University.


Portfolio Associates

  • Tiffany Brugman
  • 212.756.3212
  • Jennifer Del Valle
  • 212.756.3491
  • Christine Heim
  • 212.756.3493
  • Stephen Locorriere
  • 212.756.3235
  • Terri Molloy
  • 212.756.3483

Wealth Advisor & Relationship Manager

  • Sharon Appelman, CFP®
  • 212.756.3350