AMERICAN PORTFOLIOS - Key Persons


Andrew Dorfman

Job Titles:
  • Member of the Core Team
  • Vice President of Technology, APH

Anne Antunovich

Job Titles:
  • Vice President of Finance and Accounting, APH

Arthur Goldberg

Job Titles:
  • Member of the APH Advisory Board
  • Co - Founder of Integrated Resources Inc

Atindra Barua

Job Titles:
  • Executive Vice President of Technology Strategy, Director

BENJAMIN Graham

Job Titles:
  • LEGENDARY INVESTOR
LEGENDARY INVESTOR BENJAMIN Graham once said, "The investor's chief problem-and even his worst enemy-is likely to be himself." Financial advisors have it even worse, needing to manage their own biases as well as those of their clients. The equity markets have been turned into a casino game once again with Reddit taking the place of

Clifford T. Walsh - Chief Investment Officer

Job Titles:
  • Chief Investment Officer
  • Member of the Core Team
  • Chief Investment Officer, APFS
HOLBROOK, N.Y. (Nov. 30, 2017)-Independent broker/dealer American Portfolios Financial Services, Inc. (AP) is pleased to formally announce that Cliff T. Walsh, CFA, has joined the firm in the capacity of vice president of asset management. In his role, Walsh will lead and carry forward the investment direction of AP's Nine Points Investment Management (NPIM) portfolios and build […]

Craig A. Vollono - Chief Legal Officer, Chief Risk Officer, EVP

Job Titles:
  • Chief Legal Counsel
  • Chief Risk Officer
  • Executive Vice President
  • Executive Vice President, Chief Legal Counsel, APH
  • Joins American Portfolios As EVP and Chief Legal Counsel
HOLBROOK, N.Y. (Aug. 22, 2019)-American Portfolios Financial Services, Inc. (AP)-a privately-held, independent broker/dealer that services financial advisors nationwide-is pleased to announce that Craig A. Vollono, Esq. has joined the firm in the capacity of executive vice president and chief legal counsel. "As American Portfolios continues to grow, it's vital that we maintain a strong legal […]

Dalchand Laljit - EVP

Job Titles:
  • Chief Administrative Officer
  • Director
  • Executive Vice President
  • Member of the Core Team
  • Executive Vice President, Chief Administrative Officer, APH

Damon B. Joyner - CFO

Job Titles:
  • Chief Financial Officer
  • Director
  • Member of the Core Team
  • Chief Financial Officer, APH
  • Financial Services Executive and Business Leader
HOLBROOK, N.Y. (Sept. 11, 2017) - Damon B. Joyner, financial services executive and business leader, has officially joined American Portfolios Financial Services, Inc.'s (AP) executive management team in the capacity of Chief Financial Officer (CFO). Joyner brings his more than 29 years of financial services industry experience to the privately-held, independent broker-dealer (IBD) that services

Dean Bruno

Job Titles:
  • Member of the Core Team
  • Chief Operating Officer, APFS

Gary Gordon

Job Titles:
  • President of American Portfolios Advisors, Inc.

James D. Goedtke

Job Titles:
  • Senior Vice President, Due Diligence Analyst and Product Manager, APFS

Jay Lewis

Job Titles:
  • Member of the APH Advisory Board
  • Founder of Nathan & Lewis Securities

Jeffrey Kahn

Job Titles:
  • Vice President of Surveillance, APFS

Linda Chan

Job Titles:
  • Member of the APH Advisory Board
  • Hofstra University Adjunct Associate Professor

Lisa DiBella

Job Titles:
  • Member of the Core Team
  • Vice President of Human Resources, APH

Lon T. Dolber - CEO, Chairman, President

Job Titles:
  • Chairman of the Board
  • Chief Executive Officer
  • Member of the Core Team
  • President
  • CEO, CIO and President, American Portfolios Holdings, Inc. ( APH ), American Portfolios Financial Services, Inc. ( APFS )
  • Financial Services CEO
HOLBROOK, N.Y. (Sept. 20, 2021)-American Portfolios Financial Services, Inc. (AP) CEO Lon T. Dolber received top honors from the WealthManagement.com 2021 Industry Awards (the Wealthies) in the category of Broker/Dealer (Fewer than 1,000 Advisors) - Chief Executive Officer of the Year. Dolber earned accolades for his distinctive leadership of the privately-held, independent broker/dealer that services […] HOLBROOK, N.Y. (Dec. 26, 2018)-American Portfolios Financial Services, Inc. (AP) CEO and President Lon T. Dolber has been formally recognized by the NHL's New York Islanders as a Hometown Hero, a program presented by New York Community Bank and the NYCB Family of Banks that celebrates people who make a difference in their local communities. HOLBROOK, N.Y. (May 9, 2018) - American Portfolios Financial Services, Inc. (AP) CEO Lon T. Dolber was formally acknowledged by The Center for Discovery (The Center) as its 2018 Honoree at the non-profit organization's annual "Evening of Discovery Gala," which was held May 2, 2018, at Pier Sixty, Chelsea Piers in New York, N.Y, and

Maria Zarb

Job Titles:
  • Member of the Core Team
  • Vice President of Business Services, APFS

Melissa Dolber Grappone

Job Titles:
  • Vice President of Marketing & Corporate Communications
  • Vice President of Marketing and Corporate Communications, APH

Norman Malo

Job Titles:
  • Member of the APH Advisory Board

Paul Tyler

Job Titles:
  • Member of the APH Advisory Board
  • Senior Vice President of Strategy and Corporate Development of Fidelity Guarantee Life

Philip Bredow

Job Titles:
  • Member of the Core Team
  • Vice President of Operations, APFS

Robert J. Moses

Job Titles:
  • Industry Leader

Steve Krameisen

Job Titles:
  • Promoted to American Portfolios Chief Technology Officer
HOLBROOK, N.Y. (Feb. 24, 2021)-American Portfolios Financial Services, Inc. (AP)-a privately-held, independent broker/dealer (IBD) that services financial advisors nationwide-is pleased to formally announce that Steve Krameisen, an industry leader in financial information technology (fintech), has been promoted to Chief Technology Officer (CTO). In July 2020, Krameisen joined AP as Chief Information Security Officer (CISO), directing

Steve Krameisen Joins

Job Titles:
  • Chief Information Security Officer
HOLBROOK, N.Y. (July 7, 2020)-American Portfolios Financial Services, Inc. (AP)-a privately-held, independent broker/dealer (IBD) that services financial advisors nationwide-is pleased to announce that Steve Krameisen, an industry leader in Financial Information Technology (FinTech), has joined the firm in the capacity of chief information security officer (CISO). "Steve comes to the table with a tremendous amount

Steve Krameisen Promoted

Job Titles:
  • Promoted to American Portfolios Chief Technology Officer

Tim O'Grady Promoted

Job Titles:
  • President of American Portfolios Financial Services, Inc
HOLBROOK, N.Y. (Jan. 30, 2020)-American Portfolios Financial Services, Inc. (AP) is pleased to formally announce that Tim O'Grady has officially assumed the role of president for the privately-held, independent broker/dealer (IBD), serving more than 700 producing investment professionals nationwide. The promotion was informally announced to the firm's affiliated colleagues this past October at AP's annual

Tom M. Wirtshafter - SVP

Job Titles:
  • Director
  • Senior Vice President

Wendy Ehrlich

Job Titles:
  • Member of the APH Advisory Board

William Cairney

Job Titles:
  • Member of the Core Team
  • Senior Vice President and Chief Compliance Officer, APFS
HOLBROOK, N.Y. (Feb. 28, 2022)-American Portfolios Financial Services, Inc. (AP)-a privately-held, independent broker/dealer that provides services and support for financial professionals across the United States-is pleased to formally announce that William Cairney has joined the firm in the capacity of senior vice president and chief compliance officer.