ARS Investment Partners, LLC

Stephen Burke is a financial advisor with ARS Investment Partners, LLC, based in New York, NY. He holds a Series 63 designation and has 34 years of industry experience. Prior to joining ARS Investment Partners in 2016, he worked at AR Schmiedler & Co., Inc. from 2007 to 2016. ARS Investment Partners provides discretionary and non-discretionary portfolio management to individual and institutional clients, including separately managed accounts and pooled investment vehicles. The firm employs a team-based investment committee that follows a structured four-step process and offers financial planning and educational seminars at no additional charge.

Sean Lawless is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at ARS Investment Partners, LLC since 2016. Prior to joining ARS, he worked at Modern Asset Management for five years. ARS Investment Partners provides discretionary and non-discretionary portfolio management to individual and institutional clients through various strategies, including core equity, small-cap, and tactical asset allocation. The firm employs a team-based investment process and offers financial planning and educational seminars to clients.

Andrew Schmeidler is a financial advisor at ARS Investment Partners, LLC in New York, NY, holding a Series 63 designation with 24 years of industry experience. He has been with ARS Investment Partners since 2016 and previously worked at A.R. Schmeidler & Co. Inc. from 2002 to 2016. ARS Investment Partners provides discretionary and non-discretionary portfolio management to individual and institutional clients, offering services such as separately managed accounts, pooled investment vehicles, and financial planning at no additional charge. The firm employs a team-based investment approach focused on global analysis, sector identification, security research, and risk management across various strategies.

Greg Kops is a financial advisor at ARS Investment Partners, LLC in New York, NY, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ARS since 2022, previously serving at Morgan Stanley and Morgan Stanley Private Bank since 2015. ARS Investment Partners provides discretionary and non-discretionary portfolio management to individual and institutional clients, offering financial planning and educational seminars. The firm employs a team-based investment committee and utilizes a multi-step process across various strategies, managing approximately $1.778 billion in assets.