We create value for our people and value for our clients.

We always take the high road, even if it costs us in the short term, because we believe the things that make you richest are the things you do for others.

Independence


 

Connection


 

Responsibility


 

 
Independence

The freedom to make recommendations, unbound by mandates or incentives.

 
Connection

One investor, one advisor, one goal.

 
 
Responsibility

Client relationships are built on a simple premise: transparency and trust.

Core Team

We believe that the success of a company is made possible through the hard efforts of its people. By bringing together the most expert and imaginative people in a culture that embraces technology and the courage to think independently, we create true value in our services, our recommended portfolios and our company.

Team

  • + Our Core Team
    - Our Core Team

    Lon T. Dolber
    CEO and President, American Portfolios Holdings, Inc (APH)
    President, American Portfolios Financial Services, Inc. (APFS)
    Chief Information Officer (CIO), American Outsources, LLC (AO)

    Timothy O'Grady
    President of Sales and New Business Development, APFS
    631.439.4600, ext. 285

    Lisa DiBella
    Vice President of Human Resources, APH

    631.439.4600, ext. 280
     
    Dean Bruno
    Chief Operating Officer, APFS

    Robert M. Dolber
    Chief Technology Officer, APH


    Gary Gordon
    President of American Portfolios Advisors, Inc., APA

    Mark Manzi, CPA, CFF, CR.FA
    Chief Financial Officer, APH

    Edward T. Morrison, CFA®
    Executive Vice President and Chief Strategy Officer, APH

    Dalchand Laljit
    Executive Vice President of Business Processes and Organizational Development, APH

    Frank A. Tauches, Jr.
     Executive Vice President, General Counsel and Chief Risk Officer, APH
     
    Frank Giacchetto
    Senior Vice President and Chief Compliance Officer, APFS

    James D. Goedtke
    Senior Vice President, Due Diligence Analyst and Product Manager, APFS

    Thomas J. LoManto
    Senior Vice President and Chief Advisory Compliance Officer, APA 

    Anne Antunovich
    Vice President of Finance and Accounting, APH

    Kimberly A. Branch, CFP, CLTC
    Vice President of Marketing Strategy

    Philip Bredow
    Vice President of Operations, APFS

    Andrew Dorfman
    Vice President of Platform Development, APH

    Melissa Grappone
    Vice President of Marketing and Corporate Communications, APH
     

    Jeffrey Kahn
    Vice President of Surveillance, APFS

    Stephen Mennella
    Vice President of Platform Management, APH

    Martin Wendel
    Vice President and Chief Compliance Officer, APFS
      
    Maria Zarb
    Vice President of Business Services, APFS

  • + Board of Directors
    - Board of Directors

    American Portfolios Holdings, Inc. (APH) Board Members

    Lon T. Dolber
    Chief Executive Officer, President and Chairman of the Board

    Mark A. Manzi, CPA, CFF, CR.FA
    Chief Financial Officer, Director

    Edward T. Morrison, CFA®
    Executive Vice President and Chief Strategy Officer, APH

    Frank A. Tauches, Jr., Esq.

    Executive Vice President, General Counsel and Chief Risk Officer, Director

    Tom M. Wirtshafter
    Senior Vice President, Director

    APH Advisory Board Members 

    Atindra Barua
    President and CEO of TrustFort

    Arthur Goldberg

    Co-Founder of Integrated Resources, Inc.

    Jay Lewis
    Founder of Nathan & Lewis Securities

    Norman Malo
    Former President and CEO of National Financial Services, LLC

    Steven E. Rothstein
    Former Executive Vice President and CFO of AIG Advisor Group, Inc.

    Paul Tyler
    Senior Vice President of Strategy and Corporate Development of
    Fidelity Guarantee Life