Who We Are

The inception of our team goes back to the early 1980’s when Bob Black, Ned Manuel, and Edward Blumenthal entered the business. Ten years later, Bob Borkowski started his Wall Street career. Late in 2004, the duo of Ed Blumenthal and Bob Borkowski joined forces with Bob Black and Ned Manuel, in order to take advantage of our collective strengths and forge a partnership that prioritizes client service and individualized recommendations. We are also very fortunate to have such a talented and dedicated team of Private Client Associates, all of whom have more than a decade of experience in our business. They handle all the day-to-day administrative matters, and routinely assist us in delivering and implementing our investment management and financial planning advice to our clients in a timely, efficient and highly personalized manner. ... Read more. Read less.