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Purshe Kaplan Sterling Investments (PKS) Employee Directory

Financial ServicesNew York, United States51-200 Employees

Purshe Kaplan Sterling Investments (PKS) is a full-service broker-dealer and financial services firm headquartered in Albany, New York. Founded in 1993 as a regional brokerage, it now operates a national network with more than 440 offices and over 1,200 registered representatives. The firm uses an open-architecture model, does not own investment products, and provides access to major investment companies, hundreds of variable annuity options, and professional money managers for financial advisors and their clients.

Trades are cleared through National Financial Services LLC, and PKS is registered with the U.S. Securities and Exchange Commission as well as FINRA and the Municipal Securities Rulemaking Board. In April 2026, PKSInvest announced the departure of its Chief Operating Officer, marking a notable leadership change.

Find Purshe Kaplan Sterling Investments (PKS) employees' phone numbers or email addresses

Purshe Kaplan Sterling Investments (PKS) Global Highlights

Location
Employees

North America
182

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  • United States Of America
    181
  • Canada
    1

Asia
4

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  • India
    2
  • Pakistan
    2

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Africa
1

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  • Kenya
    1

South America
1

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  • Colombia
    1

Purshe Kaplan Sterling Investments (PKS)'s Leadership

  • Chief Investment Officer at Purshe Kaplan Sterling Investments (PKS)
    A. M.
    Chief Investment Officer
    Mobile Phone
  • Chief Financial Officer at Purshe Kaplan Sterling Investments (PKS)
    E. M.
    Chief Financial Officer
    Mobile Phone
  • Chief Compliance Officer at Purshe Kaplan Sterling Investments (PKS)
    L. E.
    Chief Compliance Officer
    Mobile Phone
  • Chief Risk Officer at Purshe Kaplan Sterling Investments (PKS)
    M. C.
    Chief Risk Officer
    Mobile Phone
  • Vice President Trust Services Representative at Purshe Kaplan Sterling Investments (PKS)
    J. K.
    Vice President Trust Services Representative
    Mobile Phone
  • President at Purshe Kaplan Sterling Investments (PKS)
    D. L.
    President
    Mobile Phone
  • President at Purshe Kaplan Sterling Investments (PKS)
    J. C.
    President
    Mobile Phone
  • Counsel And Vice President at Purshe Kaplan Sterling Investments (PKS)
    D. P.
    Counsel And Vice President
    Mobile Phone

Purshe Kaplan Sterling Investments (PKS) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Business
  • Community & Social Services
  • Information Technology
  • Other
  • Finance

Contact profiles from Purshe Kaplan Sterling Investments (PKS)

Name
Title
Contact
Location
Last Update
  • Registered Representative at Purshe Kaplan Sterling Investments (PKS)
    S. N.
    Registered Representative
    Mobile Phone
    Oct 23, 2024
  • Information Technology Internet Support at Purshe Kaplan Sterling Investments (PKS)
    T. B.
    Information Technology Internet Support
    Mobile Phone
    Oct 17, 2024
  • Human Resource Co-Ordinator at Purshe Kaplan Sterling Investments (PKS)
    M. M.
    Human Resource Co-Ordinator
    Mobile Phone
    Kenya
    Apr 14, 2026
  • Employee at Purshe Kaplan Sterling Investments (PKS)
    C. N.
    Mobile Phone
    Jul 07, 2024
  • Employee at Purshe Kaplan Sterling Investments (PKS)
    W. J. M.
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Purshe Kaplan Sterling Investments (PKS) known for?

Minus sign iconPlus sign iconPurshe Kaplan Sterling Investments (PKS) was founded in 1993 and operates in the Financial Services industry. You can contact Purshe Kaplan Sterling Investments (PKS)'s main corporate office by phone at
+1-518-436-****
. Explore Purshe Kaplan Sterling Investments (PKS)'s company overview page for more information.

What is Purshe Kaplan Sterling Investments (PKS)'s most common email format?

Minus sign iconPlus sign iconPurshe Kaplan Sterling Investments (PKS) employees' email format typically follows the pattern of FLast@pksinvest.com. Trying to find reliable and up-to-date employee contact data? Find more Purshe Kaplan Sterling Investments (PKS) email formats with LeadIQ.

How many employees does Purshe Kaplan Sterling Investments (PKS) have currently?

Minus sign iconPlus sign iconPurshe Kaplan Sterling Investments (PKS) has approximately 109 employees as of August 2026. These team members are located across 5 continents, including North America, Asia and Europe.

Who are Purshe Kaplan Sterling Investments (PKS)'s key employees and leadership?

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As of August 2026, Purshe Kaplan Sterling Investments (PKS)'s key employees include:

  • Chief Investment Officer: A. M.
  • Chief Financial Officer: E. M.
  • Chief Compliance Officer: L. E.
  • Chief Risk Officer: M. C.
  • Vice President Trust Services Representative: J. K.

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