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.
- Mantra and Core Values
- From the Chairman
- The Team
- Social Responsibility
- News
- Market Commentary
- Careers
Mantra and Core Values
Our Mantra
American Portfolios must seek out the best business solutions, support and services that its financial professionals require to achieve financial freedom for their clients.
Nurture
American Portfolios’ first responsibility is to its valued employees, the men and women working for us, who provide the highest level of service to our customers—our affiliated financial professionals. American Portfolios is committed to providing a clean, safe, and orderly workplace where employees are treated with respect and dignity, and are recognized for the unique and special qualities they bring to their jobs. American Portfolios encourages equal opportunities in employment, development, and advancement. Employees should feel secure in their positions, know they will be compensated fairly and adequately, and feel free to offer suggestions or bring forth concerns.
Launch
Providing optimal service and support to the financial service professionals, their staff, and their clients as well as all others who use our services is one of American Portfolios’ core responsibilities. We must strive to meet our customers’ needs with the highest level of quality and dedicate ourselves to setting the standard of service excellence for our industry.
Give
Fostering positive social and environmental change in the communities where we live and work as well as in the global community is paramount. We must be responsible citizens through our support of good works, honest charities, civic improvements, better health, and education. We must maintain in good order the property we are privileged to use by protecting the environment and its natural resources.
Aim
Shareholder value, our commitment to stockholders, is our final responsibility. Business must make a sound profit. Therefore, we must strive to achieve a balance among the fiscal, social, and environmental responsibilities of our firm, experiment with new ideas and develop new technologies in our efforts to stay ahead of the competition, and create reserves to prepare for adversity. It is our belief that when we operate according to these principles, shareholders will realize a fair return.
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, American Portfolios Holdings, INC (APH) President, American Portfolios Financial Services, Inc. (APFS)
Timothy O'Grady
President of American Portfolios FInancial Services, Inc. (APFS
631.439.4600, ext. 285
Lisa DiBella
Vice President of Human Resources, APH
631.439.4600, ext. 280
Dean Bruno
Chief Operating Officer, APFS
Robert M. Dolber
Chief Technology 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
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
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.
News
News
Great communication comes from transparency. Get the latest.
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
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.
2020
Careers
Careers
For those who seek freedom of choice, we're the employer of choice.
Working At American Portfolios
Operations Transaction Processor
Would you like to have an impact on the future growth and profitability of a competitively strong financial services firm? At American Portfolios, we operate in a team-based environment, made up of a diverse group of associates who are passionate, innovative and focused. We’re proud of our history, stability and proven track record of success. American Portfolios has made the Inc. 5000 list of fastest-growing, privately-held firms in the U.S. for seven years in a row from 2007 to 2014. It has been named Broker/Dealer of the Year* five straight years in a row from 2015 to 2019 by Investment Advisor magazine; one of the best companies to work for from 2016 to 2019 by the New York State Society for Human Resources Management and the Best Companies Group; and a wealth management.com 2019 Industry Award Finalist in the category of Enhanced Customer Service Support.**
Sound like a company you’d like to join? 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.
Chief Information Security Officer
Would you like to have an impact on the future growth and profitability of a competitively strong financial services firm? At American Portfolios, we operate in a team-based environment, made up of a diverse group of associates who are passionate, innovative and focused. We’re proud of our history, stability and proven track record of success. American Portfolios has made the Inc. 5000 list of fastest-growing, privately-held firms in the U.S. for seven years in a row from 2007 to 2014. It has been named Broker/Dealer of the Year* five straight years in a row from 2015 to 2019 by Investment Advisor magazine; one of the best companies to work for from 2016 to 2019 by the New York State Society for Human Resources Management and the Best Companies Group; and a wealthmanagement.com 2019 Industry Award Finalist in the category of Enhanced Customer Service Support.**
Sound like a company you’d like to join? American Portfolios (AP) has an immediate need for a chief information security officer (CISO), an executive-level manager who directs strategy, operations and the budget for the protection of the enterprise information assets and manages the program. The CISO will be responsible for infrastructure, data and applications, as well as the policies and procedures applicable to those domains.
Virtual Administrative Services Specialist
Would you like to have an impact on the future growth and profitability of a competitively strong financial services firm? At American Portfolios, we operate in a team-based environment, made up of a diverse group of associates who are passionate, innovative and focused. We’re proud of our history, stability and proven track record of success. American Portfolios has made the Inc. 5000 list of fastest-growing, privately-held firms in the U.S. for seven years in a row from 2007 to 2014. It has been named Broker/Dealer of the Year* five straight years in a row from 2015 to 2019 by Investment Advisor magazine; one of the best companies to work for from 2016 to 2019 by the New York State Society for Human Resources Management and the Best Companies Group; and a wealthmanagement.com 2019 Industry Award Finalist in the category of Enhanced Customer Service Support.**
Sound like a company you’d like to join? American Portfolios (AP) has an immediate need for a virtual administrative services specialist to perform administrative tasks for advisors enrolled in AP’s Virtual Administrative Services Program. In this role, the individual will perform such tasks as updating accounts, filling out paperwork, answering e-mails and communicating with vendors. Additionally, the individual will provide support for client meetings, act as the subject matter expert on all business processes and Web services platforms, and conduct training sessions.
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.