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Contact

  • T: 212.756.3253
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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 Advisory Service

  • Sharon Appelman, CFP®, Wealth Advisor
  • 212.756.3350
  • Jennifer McCarthy, Head of Trusts & Estates
  • 212.756.3128

Michael Kelter

Partner, Portfolio Manager

21+
Years of
Experience
10+
Years at First
Manhattan

Team Overview

The Varon Group, which includes Michael Kelter, Jack Varon, and Dan Helmick, 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.

Michael Kelter Biography

Michael Kelter is a Partner and Portfolio Manager. Prior to joining First Manhattan in 2014, he worked at Goldman Sachs in its Global Investment Research division.

Michael holds an MBA from New York University's Stern School of Business and BAs in Finance and Economics from the University of Richmond, where he graduated summa cum laude.


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 Advisory Service

  • Sharon Appelman, CFP®, Wealth Advisor
  • 212.756.3350
  • Jennifer McCarthy, Head of Trusts & Estates
  • 212.756.3128