Dave helped support the transition of my practice from a major wirehouse to the independent RIA world. His wide knowledge of systems, technology, strategic planning and communications proved invaluable in making this a smooth transition. Ultimately, Dave’s services probably saved me thousands of dollars and hundreds of hours of my time while positioning my firm to be more profitable and efficient.  Dave acted as an advocate for my success, which in and of itself was invaluable.  That speaks to who Dave is beyond the dollars and cents.  There are a lot of moving parts in a transfer from the wirehouse to independence, and can be fraught with traps and other non-productive issues.  Dave’s guidance allowed my firm to both successfully transfer to the new platform while paving the way for profitable growth.

 
Andrew Samalin

President
Samalin Investment Counsel, LLC
Andrew.Samalin@SICounsel.com
www.SICounsel.com

100 South Bedford Road, Suite 340, Mount Kisco, NY 10549
(914) 666-6616 Direct (914) 666-6602 Fax

410 Park Avenue, 15th Floor, New York, NY 10022
(212) 750-6200 Direct (212) 750-6208