Our Firm Content
Our Firm Content
Established in 1989 by principals Seymour Zises and Andrea Tessler, the firm currently manages over $3 billion in assets. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – utilizing a full array of financial products including stocks, bonds, mutual funds/ETFs and alternative investments (hedge funds, real estate and private equity), insurance and tax-aware products.
As our client, we are there for you and your family every step of the way, anticipating and preparing for such life transitions as marriage, raising children, starting or selling a business, saving for college and retirement and estate planning. An integral aspect of our service is developing a financial strategy that recognizes your personal tolerance for risk or volatility in all kinds of markets. Every plan we develop for our clients is guided by our overarching principle that we not only seek to make money for our clients, but also to preserve their wealth and financial security.
Family Management Corporation is part of the Family Management Group of companies that provides overall financial counsel to families and their related entities. Affiliates include Family Management Securities, LLC, a FINRA-registered broker-dealer, and Forest Hill Capital Corporation, a New York State licensed insurance agent.
Ms. Johnston is a Senior Associate – Accounting at Family Management Corporation. She has been employed by the firm since September 2018. Ms. Johnston received her Bachelor’s degree in Business Economics with a minor in Communications from the State University of New York College at Oneonta.
We invite you to check the background of this investment professional on FINRA’s BrokerCheck.
Ms. Cohen is a Senior Client Associate at Family Management Corporation. She has been employed by the firm Since May 2015. She is also a registered representative of Family Management Securities, LLC, a FINRA-registered broker-dealer. Ms. Cohen received her Bachelor’s degree in Business Administration with a concentration in Finance from the University at Buffalo.
We invite you to check the background of this investment professional on FINRA’s BrokerCheck.
Ms. Servia is a Vice President of Family Management Corporation with responsibilities in the operations of the Alternative Investment Department. She has been employed by the firm since 2004. She is also a registered representative of Family Management Securities, LLC, a FINRA-registered broker-dealer and a Chartered Alternative Investment Analyst (CAIA) Charter Holder. Ms. Servia received a bachelor’s degree in Finance from St John’s University.
We invite you to check the background of this investment professional on FINRA’s BrokerCheck.
Rob Goodman is a Senior Associate at Family Management Corporation and has been employed with the firm since June 2022. Prior to joining FMC, Mr. Goodman worked with hedge fund clients at both Edge Technology Group and SS&C Technologies. Previous to these roles, he spent eleven years working in the alternative investment space with high-net-worth individuals at Precision Capital Advisors. Rob received his bachelor’s degree in business administration from Nyack College.
Tresson Patterson is an Investment Analyst at Family Management Corporation. He has been employed with the firm since July 2021. Prior to joining FMC, Tresson worked at NC State University within the Office of Investments for 5 years, focusing on manager research across public and private asset classes. Tresson is a Chartered Alternative Investment Analyst and graduated from North Carolina State University with a Bachelor of Science degree in Business Administration with a concentration in Finance.
When Seymour Zises and Andrea Tessler founded Family Management over thirty-three years ago, they were already committed to fostering a strong tradition of charitable giving as a key part of the business culture. While it is our personal ethic that “giving back” is a worthy and enriching part of life, this commitment also helps us better serve those clients with similar aims.
We have long counseled clients on planning their own charitable-giving, often working with independent lawyers and tax professionals in addressing the best structures and approaches to yield maximum benefit to recipients, while also enabling clients to maintain sufficient control and flexibility to ensure the long-term viability of continued giving. Advising clients on ways to find the most meaning in their own charitable endeavors has proven to be one of the most personally satisfying aspects of our professional careers – we always welcome the invitation to discuss new opportunities.
Over the past decade, our firm and its principals have contributed more than $3 million to over one hundred not-for-profit organizations – supporting healthcare, community revitalization, education, children’s services, and cultural development. We are pleased to have been able to give so much, to beneficiaries such as:
