INGALLS & Snyder LLC

Adam Janovic is a financial advisor at Ingalls & Snyder, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Ingalls & Snyder since 2002. Outside of his advisory role, he serves as a trustee for several family and friend trusts and co-owns an investment account focused on REITs. Ingalls & Snyder provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs various investment strategies tailored to client objectives and also manages private funds and limited partnerships.

Thomas Ditosto is a financial advisor at Ingalls & Snyder, LLC with 37 years of industry experience. He has been with Ingalls & Snyder since 1996. Ditosto holds a Series 63 designation. Ingalls & Snyder provides portfolio management, financial planning, and advisory services to a diverse client base including individuals, institutions, and private investment partnerships. The firm employs various investment strategies tailored to client objectives and also serves as a registered broker-dealer and custodian for many accounts.

James Thatcher is a financial advisor at Ingalls & Snyder, LLC with 15 years of industry experience. He has been with Ingalls & Snyder since 2010 and holds a Series 66 designation. Outside of his advisory role, he serves as trustee for four family trusts and one friend trust. Ingalls & Snyder provides portfolio management, financial planning, and advisory services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs various investment strategies tailored to client objectives and also acts as adviser to private investment partnerships.

Marshall Kaplan is a financial advisor with Ingalls & Snyder, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Ingalls & Snyder since 2018 and previously at Morgan Stanley Distribution, Inc. from 2015 to 2018. Ingalls & Snyder provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs various management styles tailored to client objectives and is notable for its role as adviser to private investment partnerships and its combined broker-dealer and custodian operations.

John Dougherty is a financial advisor at Ingalls & Snyder, LLC in New York, NY, holding a Series 63 designation with 36 years of industry experience. He has been with Ingalls & Snyder since 1991. Ingalls & Snyder provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to a diverse client base including individuals, institutions, pension plans, trusts, charitable organizations, and private investment partnerships. The firm employs various investment strategies tailored to client objectives and also serves as adviser to private investment partnerships with performance-based compensation arrangements.

Sean Meehan is a financial advisor at Ingalls & Snyder, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Ingalls & Snyder since 2005. Ingalls & Snyder provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to a diverse client base including individuals, financial institutions, pension plans, trusts, charitable organizations, and private investment partnerships. The firm employs various investment strategies tailored to client objectives and also acts as a registered broker-dealer and custodian for many client accounts.

Kenneth Lee is a financial advisor at Ingalls & Snyder, LLC with four years of industry experience. He holds a Series 63 designation and has worked at Ingalls & Snyder since 2018, following four years at Tocqueville Securities L.P. Mr. Lee serves as a director on the board of Inuvo, Inc., a company specializing in online and traditional advertising and marketing services. Ingalls & Snyder provides portfolio management, financial planning, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs varied investment strategies tailored to client objectives and also acts as a registered broker-dealer and custodian for many accounts.

Guy Riegel is a financial advisor at Ingalls & Snyder, LLC in New York, NY, with 43 years of industry experience. He has been with Ingalls & Snyder since 1982 and holds a Series 63 designation. Outside of his advisory role, he serves as trustee for several family and friends' investment-related trusts and acts as manager and agent of an estate planning entity, Pakeen LLC. Ingalls & Snyder provides discretionary and non-discretionary portfolio management, financial planning, and related advisory services to individuals, financial institutions, pension plans, trusts, charitable organizations, corporations, and private investment partnerships. The firm employs individual management styles and a range of strategies, including equities, fixed income, options, and private placements, and also serves as adviser to private investment partnerships with performance-based compensation arrangements.

Geoffrey Hulme is a financial advisor at Ingalls & Snyder, LLC with credentials including Series 63 and Series 65. He has over seven years of experience in the financial industry, having worked previously at Steel Valley Advisors LLC, Gerber, LLC, NCT Ventures, and Innoviva Inc. Ingalls & Snyder provides portfolio management, financial planning, and advisory services to a diverse client base including individuals, financial institutions, pension plans, trusts, charitable organizations, and private investment partnerships. The firm employs various investment strategies tailored to client objectives and also serves as adviser to private investment partnerships with performance-based compensation arrangements.

Lisa James is a financial advisor at Ingalls & Snyder, LLC with eight years of industry experience. She holds Series 63 and Series 65 designations and has been with Ingalls & Snyder since 2017. Prior to joining the firm, she operated Lisa James Design & Development for three years. Ingalls & Snyder provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to a diverse client base including individuals, institutions, trusts, charitable organizations, and private investment partnerships. The firm employs a variety of investment strategies and also serves as both a registered broker-dealer and custodian for many client accounts.

John Hughes is a financial advisor at Ingalls & Snyder, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ingalls & Snyder since 2016, with prior roles at Integrated AG and Bank of America. Ingalls & Snyder provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs various investment strategies tailored to client objectives and serves as both a registered broker-dealer and custodian for many accounts.

Christian Park is a financial advisor with Ingalls & Snyder, LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ingalls & Snyder since 2013. Ingalls & Snyder provides discretionary and non-discretionary portfolio management, financial planning, and advisory services to a diverse client base including individuals, financial institutions, pension plans, trusts, charitable organizations, corporations, and private investment partnerships. The firm employs a variety of strategies tailored to client objectives and also acts as adviser to private investment partnerships and sub-adviser in third-party programs.

Alice Mclean is a financial advisor at Ingalls & Snyder, LLC in New York, NY, with 24 years of industry experience. She has been with Ingalls & Snyder since 2001 and holds a Series 63 designation. Outside of her advisory role, she works as a group fitness instructor at two local fitness clubs. Ingalls & Snyder provides portfolio management, financial planning, and related advisory services to a broad client base including individuals, institutions, and charitable organizations. The firm employs diverse investment strategies and also serves as an adviser to private investment partnerships and third-party programs.

Michael Nelson is a financial advisor at Ingalls & Snyder, LLC with seven years of industry experience. He holds a Series 63 designation and has been with Ingalls & Snyder since 2015. The firm provides portfolio management, financial planning, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. Ingalls & Snyder employs varied investment strategies tailored to client objectives and also acts as both broker-dealer and custodian for many accounts.

Yael Weston is a financial advisor with Ingalls & Snyder, LLC in New York, NY, holding a Series 66 designation and 14 years of industry experience. She has been with Ingalls & Snyder since 2011. Ingalls & Snyder provides portfolio management, financial planning, and advisory services to a diverse client base including high-net-worth individuals, financial institutions, pension plans, trusts, and charitable organizations. The firm employs varied investment strategies tailored to client objectives and also serves as adviser to private investment partnerships and third-party wrap programs.