First Manhattan Co. LLC

Paul Pigman Jr. is a ChFC® credentialed financial advisor with 39 years of industry experience, currently with First Manhattan Co. LLC since 2023. His prior roles include positions at Northwestern Mutual Investment Services LLC and BNY Mellon Wealth Management. Outside of financial advising, he is the owner of PigPop Racing, where he works as a high-performance driving instructor and team management advisor, and serves as president of Scouting America’s Laurel Highlands Council. First Manhattan Co. LLC provides investment management services primarily to high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management with a research-driven approach focused on long-term capital appreciation.

Jill Reiter is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at First Manhattan Co. LLC since 2020. Her prior roles include positions at Invesco and Oppenheimerfunds Distributor, Inc. She holds the Series 63 designation and is based in New York, NY. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals and a mix of tax-exempt and institutional clients, offering discretionary and non-discretionary portfolio management across equity and fixed-income strategies. The firm’s research-driven approach focuses on long-term capital appreciation through detailed company-level analysis and tailored advice.

Carol De Pena is a financial advisor at First Manhattan Co. LLC with five years of industry experience. She holds a Series 66 designation and has worked at First Manhattan since 2019. Prior to that, she was employed at Capital One Bank and City College of New York. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management alongside wealth-planning support. The firm’s investment approach is research-driven and focused on long-term capital appreciation, with tailored advice based on in-depth company analysis.

Paul Patrick is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 63 designation with 28 years of industry experience. He has been with First Manhattan Co. since 1999. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt and institutional clients, and serves as adviser to private investment funds and exchange-traded funds. The firm employs a research-driven investment approach focused on long-term capital appreciation, with tailored advice based on in-depth company analysis.

Daniel Helmick is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 63 designation with 27 years of industry experience. He has been with First Manhattan Co. since 1997. First Manhattan Co. LLC provides investment management services primarily for high-net-worth individuals, tax-exempt, and institutional clients. The firm employs a research-driven investment approach focused on long-term capital appreciation, offering discretionary and non-discretionary portfolio management alongside wealth-planning support.

Prajwal Prabhu is a financial advisor at First Manhattan Co. LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, and the Office of the Comptroller-Bureau of Asset Management. His background also includes roles in educational settings such as Brooklyn College and Macaulay Honors College. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management across equity and fixed-income strategies. The firm’s research-driven approach focuses on long-term capital appreciation through detailed company analysis and personalized advice tailored to individual client circumstances.

Andrew Freedberg is a financial advisor at First Manhattan Co. LLC with 18 years of industry experience. He holds the Series 63 designation and has been with First Manhattan Co. since 2000. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management across equity and fixed-income strategies. The firm’s research-driven approach emphasizes long-term capital appreciation through detailed company analysis and tailored advice.

Michael Kelter is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 63 designation with 17 years of industry experience. He has been with First Manhattan since 2014. Outside of his advisory role, Kelter serves on the board of International Literary Properties, which manages literary and book-based intellectual properties. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management across equity and fixed-income strategies. The firm’s research-driven approach focuses on long-term capital appreciation through detailed company analysis and tailored advice.

Jay Vodofsky is a financial advisor at First Manhattan Co. LLC in New York, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with First Manhattan Co. since 1995. First Manhattan Co. provides investment management primarily for high-net-worth individuals as well as tax-exempt and institutional clients. The firm employs a research-driven approach focused on long-term capital appreciation, offering discretionary and non-discretionary portfolio management alongside wealth-planning and advisory services.

Jacqueline Thibault is a financial advisor at First Manhattan Co. LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at First Manhattan since 2021. Prior to that, she held positions at Chris Faicco and William Joseph Newman, and also worked as a part-time group exercise instructor at New York Sports Club. First Manhattan Co. LLC provides investment management services primarily for high-net-worth individuals, tax-exempt and institutional clients, and advises private investment funds and exchange-traded funds. The firm employs a research-driven, long-term investment approach with tailored advice based on in-depth company analysis.

George Garfunkel is a financial advisor with First Manhattan Co. LLC in New York, NY, holding a Series 63 designation and 23 years of industry experience. He has been with First Manhattan since 2002. Outside of his advisory role, he serves as "of counsel" to a law firm, providing legal advice to other attorneys on former clients. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management with a research-driven approach focused on long-term capital appreciation.

Adam Schwartz is a financial advisor at First Manhattan Co. LLC in New York, NY, holding a Series 63 designation with 23 years of industry experience. He has been with First Manhattan since 2001. Outside of his advisory role, he participates as a member of 3i Cap, a private investment networking group focused on connecting entrepreneurs and investors. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management across equity and fixed-income strategies. The firm’s research-driven approach emphasizes long-term capital appreciation through detailed company analysis and tailored advice.

Sharon Appelman is a financial advisor at First Manhattan Co. LLC with 18 years of industry experience. She holds the CFP® designation and Series 66 license. Prior to joining First Manhattan in 2022, she worked at Neuberger Berman LLC for eight years. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals, tax-exempt, and institutional clients, offering discretionary and non-discretionary portfolio management across equity and fixed-income strategies. The firm’s research-driven approach focuses on long-term capital appreciation through detailed company analysis and tailored advice.

Winnie Lau is a financial advisor at First Manhattan Co. LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for six years. Her background also includes a role at the University of San Francisco. First Manhattan Co. LLC provides investment management primarily for high-net-worth individuals and a mix of tax-exempt and institutional clients. The firm’s research-driven approach focuses on long-term capital appreciation through in-depth company analysis and tailored advice, offering both discretionary and non-discretionary portfolio management across equity and fixed-income strategies.