Advisors at this firm
Alberto L
Series 63, Series 65
Suffern, NY
L&L Partners Wealth Management, LLC
Alberto Libertini is a financial advisor with L&L Partners Wealth Management, LLC in New York, NY. He holds Series 63 and Series 65 credentials and has 11 years of industry experience. Libertini has been with L&L Partners Wealth Management since 2006. L&L Partners Wealth Management provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities, creating customized Investment Policy Statements for each client. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that include equities, fixed income, ETFs, and derivative strategies, managing accounts primarily on a discretionary basis with quarterly reviews.
Dagan L
Series 63, Series 65
Suffern, NY
L&L Partners Wealth Management, LLC
Dagan Lacorte is a financial advisor at L&L Partners Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments from 2012 to 2020. Outside of his advisory role, Lacorte serves as treasurer for Friends of JCC Krakow, a charitable organization, and acts as a trustee for the David Philip Marantz Trust. He is also a licensed lawyer and real estate broker. L&L Partners Wealth Management provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to develop customized investment strategies, including the use of derivatives and short-sale/margin strategies within managed accounts.