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We create value for our people and value for our clients.
We always take the high road, even if it costs us in the short term, because we believe the things that make you richest are the things you do for others.
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- From the Chairman
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- 20th Anniversary
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Just Cause and Mantra
Our Just Cause and Mantra
Weaved into our nation's fabric and steeped in American values, there are many stories of American dreams that, through our efforts as financial professionals, have come true and more that have yet to be fulfilled. That is our Just Cause.
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American Portfolios will support its investment professionals in helping their clients achieve their American Dreams.
Nurture
Each and every day we will cultivate a thriving workplace, investing in our team(s) so they may realize their personal and professional dreams, all while instilling in them the desire and an ability to help others reach theirs.
Launch
We will set our sights high above the fray, questioning “why” and answering “how” at every turn for the benefit of our financial advisors and their clients, to deliver a spectacular customer service experience.
Give
As corporate citizens, we will make it our purpose—both narrowly and broadly—to constantly improve the lives of others and ourselves because, in a world of infinite problems and possibilities, dreams realized beget new ones.
Aim
With an eye toward a sustainable future, we will recognize the capital interests of every AP stakeholder—employee, advisor, client, community and shareholder—creating long-term well-being and value for all.
From the Chairman
From the Chairman
I thank you for the opportunity to introduce our company to you.
A Message from Lon T. Dolber
American Portfolios was conceived by a group of like minded, independent financial service professionals, committed to serving their clients by offering sound financial guidance or planning along with solid investment advice. The firm is owned and operated by individuals who have all worked with clients of their own. I started in the financial services field in 1978 when I was brought into the business by my father Hy Dolber.
As professionals, we will not tolerate or recognize any obligation to market the services or investment products produced by any single company. We understand what it means to seek out and to offer only the best products or services available, without conflict or compromise and this is the same commitment we make to our representatives.
The financial services industry is dynamic and evolving. Barriers have fallen and investors face an almost unlimited and often confusing variety of financial products and investment choices. We believe that financial professionals must have access to a diverse selection of unbiased and high quality investment products and services in order to best meet their client’s objectives.
I thank you for the opportunity to introduce our company to you. We are proud of what has been accomplished thus far and hope that our vision someday may be of benefit to you.
-Lon T. Dolber
The Team
The Team
We believe that the success of a company is made possible through the hard earned efforts of its people. By Bringing together the most expert and imaginative people in a culture that embraces technology and the courage to think independently, we create true value in our services, our recommended portfolios and our company.
Core Team
Lon T. Dolber
CEO, CIO and President, American Portfolios Holdings, Inc. (APH), American Portfolios Financial Services, Inc. (APFS)
Lisa DiBella
Vice President of Human Resources, APH
631.439.4600, ext. 280
Dean Bruno
Chief Operating Officer, APFS
Gary Gordon
President of American Portfolios Advisors, Inc., APA
Damon B. Joyner
Chief Financial Officer, APH
Dalchand Laljit
Executive Vice President, Chief Administrative Officer, APH
Steve Krameisen
Chief Technology Officer and Chief Information Security Officer
Cliff Walsh
Chief Investment Officer, APA
Craig Vollono
Executive Vice President, Chief Legal Counsel, APH
James D. Goedtke
Senior Vice President, Due Diligence Analyst and Product Manager, APFS
Anne Antunovich
Vice President of Finance and Accounting, APH
Kimberly A. Branch, CFP, CLTC
Vice President of Marketing Strategy, APFS
Philip Bredow
Vice President of Operations, APFS
Andrew Dorfman
Vice President of Technology, APH
Melissa Grappone
Vice President of Marketing and Corporate Communications, APH
Jeffrey Kahn
Vice President of Surveillance, APFS
Martin Wendel
Vice President and Chief Compliance Officer, APFS
Maria Zarb
Vice President of Business Services, APFS
American Portfolios Holdings, Inc. (APH) Board Members
Lon T. Dolber
Chief Executive Officer and Chairman of the Board
Damon B. Joyner
Chief Financial Officer, Director
Dalchand Laljit
Executive Vice President and Chief Administrative Officer, Director
Craig Vollono
Executive Vice President, Chief Legal Counsel and Chief Risk Officer
Tom M. Wirtshafter
Senior Vice President, Director
Atindra Barua
Executive Vice President of Technology Strategy, Director
APH Advisory Board Members
Linda Chan
Hofstra University Adjunct associate Professor
Wendy Ehrlich
Former OppenheimerFunds, Inc. Senior Advisor Consultant and Vice President
Arthur Goldberg
Co-Founder of Integrated Resources Inc.
Jay Lewis
Founder of Nathan & Lewis Securities
Norman Malo
Former President and CEO of National Financial Services, LLC
Paul Tyler
Senior Vice President of Strategy and Corporate Development of Fidelity Guarantee Life
Market Commentary
Market Commentary
Keep current on what’s happening in the market and economy: Read commentary from American Portfolios' Chief Investment Officer Cliff Walsh, CFA.
2022
2021
2020
News
News
Great communication comes from transparency. Get the latest.
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
20th Anniversary
20th Anniversary
American Portfolios celebrates its 20th year as a privately-held, full-service independent broker/dealer.
Social Responsibility
Our Promise
We promise to always act with integrity, never sacrificing our advisor's or client's interests for the sake of our own. We hold ourselves responsible not only to our customers, but also to our communities.
Virtual Enterprises International (VEI)
VEI is a non-profit organization that offers in-school experiential learning programs for high school students to form entrepreneurial, start-up businesses within a live global simulated setting. APFS has been a fervent supporter of VEI’s mission to foster future business leaders early in their academic careers. APFS has been involved in the judging and sponsorship of VEI’s local student competitions, providing them with the backdrop of a true corporate experience. AP Also provides mentorship and internship opportunities for the entire VEI network, connecting them to its affiliated financial professionals located in more than 300 branches throughout the nation.
World T.E.A.M.
World T.E.A.M. (The Exceptional Athlete Matters) creates and organizes inclusive athletic events with teams of disabled and able-bodied athletes that challenge them to accomplish goals they never thought possible. American Portfolios is an active supporter of World T.E.A.M.; our employees, affiliated advisors and business partners have been participating in events and raising money for this non-profit organization since 2006.
The Center for Discovery
The Center for Discovery (TCFD) is a leading provider of health care and education services for more than 1,200 children and adults with complex conditions, medical frailties and Autism Spectrum Disorders. TCFD has long been a leader in developing new models of care for individuals with complex conditions. Deeply focused on an individual’s personal potential and possibilities, rather than a disability, TCFD strives to create better care and unique and challenging opportunities for the most vulnerable populations. American Portfolios is an active supporter of TCFD, through various events including the annual Adventure Team Challenge co-organized by World T.E.A.M. Through the American Portfolios Foundation, Inc., AP established The American Portfolios Assistive Technology Lab, which is focused on the creation of innovative products, cutting-edge technologies and new assistive devices.
Long Island Cares
Founded as the first food bank on Long Island, N.Y., in 1980 by the late singer/songwriter and social activist Harry Chapin, Long Island Cares (LIC) provides nutritional food and support services for a network of more than 580 community-based member agencies, including food pantries, soup kitchens, emergency shelters, child care programs, disability organizations, veterans’ services programs and more. LIC is one of the region’s most comprehensive hunger assistance organizations, serving thousands of individuals and families in need. In 2019, American Portfolios donated $25,000 to aid those Long Island families affected by the government shutdown. The firm's staff members also volunteer their time at LIC's facilities, helping to sort donations ready for distribution to the local community.
The Butterfly Effect Project
The Butterfly Effect Project (BEP Girls) is a nonprofit, community-oriented organization formed to empower young girls by giving them the tools to assist in achieving emotionally stable and self-confident futures, in hopes of bringing forth a generation of women who are strong, independent and knowledgeable. The BEP Girls aspires to ensure that every girl enrolled in the program has a fair chance to broaden their horizons by eliminating obstacles such as mobility, cultural differences and finances. With the help of our local communities, every child can experience diverse activities that help mold and challenge their minds while promoting academic success, hard work and self-confidence. The BEP Girls will provide a safe place for young girls to be free, expressive and successful. American Portfolios is actively involved in various programs lead by the BEP Girls and is a regular contributor tho their cause.
Honor Flight Long Island
Honor Flight Network, of which Honor Flight Long Island (HFLI) is a part, has flown more than 180,000 veterans to Washington D.C. to see their war memorials—at no cost to them. While Honor Flight began as a program solely to honor WWII veterans, many "hubs" are now taking Korean War, Vietnam War and other conflict veterans to the nation’s capital to honor them for their service and sacrifice. HFLI operates on donations from local/regional organizations, businesses and individuals from across Long Island, New York. American Portfolios is a regular contributor to the HFLI organization. Additionally, the firm's media production arm, Studio 454, has produced a documentary video series of first-person accounts by dozens of war veterans who have participated in HFLI. The series serves as an ongoing archival project to preserve the stories of our local war veterans.
Patchogue Theatre for the Performing Arts
Patchogue Theatre for the Performing Arts (PTPA) is a 501(c)(3) nonprofit arts organization that enriches, educates and entertains a diverse audience by cultivating and showcasing a broad variety of performing artists. PTPA serves as an innovative cultural resource for its community and the Long Island region by collaborating with neighboring organizations and fostering educational opportunities. American Portfolios is a proud sponsor of the PTPA, recently donating $25,000 to support their mission to serve the Long Island community through programming in music, theatre, dance, film and educational programs that reach into area schools.
L.I.F.E. Arts
L.I.F.E. Arts is 501(c)(3) nonprofit that provides artistic resources, opportunities, mentoring and positive experiences to help students develop the qualities and skills they need to live up to their God-given potential. They believe that through the leadership skills and discipline of the arts, the youth of St. Louis can be a driving force, modeling the change that we all so desperately desire to see manifest. American Portfolios is a proud supporter of L.I.F.E. Arts, having donated $25,000 to support their mission and working with them to help them achieve their goals.
Careers
Careers
For those who seek freedom of choice, we're the employer of choice.
Working At American Portfolios
Technical Help Desk Analyst
American Portfolios (AP) has an opening for a technical help desk analyst to provide assistance and support for the firm’s systems and software via phone, web, email, Teams and other channels as needed. Excellence in customer service is a must.
Operational Trader
American Portfolios (AP) has an opening for an operational trader. In this role, the individual will be responsible for processing orders in equities, options, mutual funds, fixed income and UITs; do daily reconciliation and resolution of any trade settlement or clearing issues; help investment professionals recognize potential conflicts with FINRA regulations and/or AP policies; and more.
Customer Service Operations Associate
American Portfolios (AP) has an immediate need for an operations transaction processor. In this role, the individual will perform review of current active transfers/asset movements to ensure there are no issues, as well as initiate transfer and asset movements as they come into the processing queue, and follow actionable items to make sure they are completed and resolved. This role will act as a liaison between the firm’s investment professionals and the clearing firm to resolve issues that may arise. One to two years of industry experience is a plus, but we are willing to train.
Investment and Portfolio Analyst
American Portfolios (AP) has an opening for an investment and portfolio analyst, with a passion for investing, working within the firm’s advisory services area, American Portfolios Advisors, Inc. (APA). In this role, the individual will conduct financial analysis to assess investment opportunities, build and maintain financial and valuation models, conduct portfolio performance analysis, and convey investment strategy merits and positioning. FactSet and Morningstar Direct or Morningstar Workstation is a plus.
Investment Due Diligence Manager
American Portfolios (AP) has an opening for an investment due diligence manager working within the firm’s advisory services area, American Portfolios Advisors, Inc. (APA). In this role, the individual will provide product due diligence for SMAs, mutual funds and third-party mutual fund wrap programs; generate research, create data and add in-depth product support; act as the subject matter expert on the separate account managers; and review and add investment options that keeps American Portfolios at the forefront of investment alternatives.
Summer Intern
American Portfolios (AP) is looking for a summer intern interested in the financial services industry and/or working towards a degree in the business field. Interns gain 10-12 weeks of summer work experience in a variety of capacities. Matriculating business major interns will be required to work 21 hours a week. Job responsibilities will depend upon which department the intern is placed and may encompass several departments. The intern program has been designed to accommodate students in gaining industry-related, valuable, real-life work experience.
Financial Advisor Recruiter
American Portfolios (AP) has recently opened an opportunity for an accomplished recruiting and sales professional to join the new business development team in achieving specific growth goals set forth on its corporate strategic roadmap. Skillful at relationship-building and articulate with communicating AP’s value proposition in the marketplace, this individual will lead the effort in expanding AP’s family of investment professionals who are in private practice pursuing and/or securing independence. After partnering with executive and senior management members in establishing recruiting goals and solutions, the chosen candidate will continue in developing leads through assessment of prospective advisors’ current business and determining their cultural alignment with AP’s strategies, goals and compliance procedures.
Finance Accounting Clerk
American Portfolios (AP) has an immediate need for a finance accounting clerk within the accounting and commissions department. In this role, the individual will post weekly payment to appropriate ledgers; assist with billing processes and calculations; assist with set-up and monitoring of all advisory billing matters for firm’s Registered Investment Advisor entity (RIA); review and process all incoming checks for the RIA; troubleshoot compensation discrepancies; and perform other tasks associated with the accounting and commissions department as needed.
Finance Specialist
American Portfolios (AP) has an immediate need for a finance specialist to work within the accounting and commissions department. This role is responsible for maintaining records for W9s and check requests; preparing customer invoices and vouchers; handling Accounts Payable and Receivable; assisting with the year-end independent audit process; posting to the general ledger; and more.
Customer Service – Virtual Administrative Services – Client Support Specialist
American Portfolios (AP) is looking for a client support associate to work in the firm’s Virtual Administrative Services (VAS) program. This individual will aid in answering incoming calls and emails, communicate needs and details of client interactions to investment professionals, prepare for client meetings and perform administrative tasks. If you possess great customer service and detailed administrative skills, this would be a good fit for you.
Data Analytics Developer
American Portfolios (AP) has an immediate need for a data analytics developer, which will provide process-focused analytics support to the firm’s operations area. In this role, the individual will be responsible for analyzing all aspects of the operations experience; designing and developing solutions for machine learning, data analytics and database; providing insight to decision makers upon analyzing technical and general business problems; and expand the technical capabilities within the department.
Quality Assurance Automation Test Lead and Engineer
American Portfolios (AP) has an immediate need for a quality assurance automation test lead and engineer in the firm’s platform management area. In this role, the individual will work directly with information technology team leads, developers and quality assurance colleagues to achieve AP’s quality assurance goals by providing a practice approach to complex product testing. Documenting, tracking and verification of issue resolution is key in achieving the level of quality expected by AP’s users. This role will be an integral part of an exceptional and driven team.
Independence
The freedom to make recommendations, unbound by mandates or incentives.
Connection
One investor, one advisor, one goal.
Responsibility
Client relationships are built on a simple premise: transparency and trust.