LeadIQ logo
Learn more at LeadIQ.com
The Portfolio Strategy Group logo

The Portfolio Strategy Group Employee Directory

Financial ServicesNew York, United States11-50 Employees

The Portfolio Strategy Group is an independent wealth management firm that provides custom portfolio management and personalized financial planning guidance for wealthy individuals, families, and institutions. Its services are built on objective, thoughtful, and flexible advice delivered with a high level of personal service to clients across the United States, with fiduciary duties guiding decisions in clients’ best interests. The firm emphasizes asset allocation and open-architecture investing, offering access to diverse investment managers as part of its approach. Based in White Plains, New York, the company has a multi-decade history in the industry, dating back to its founding in New York City in 1990 and later relocation to Westchester in 2003, before joining Focus Financial Partners in 2012. The Portfolio Strategy Group is registered as a Investment Adviser with the Securities and Exchange Commission and manages approximately two billion dollars in client assets.

Find The Portfolio Strategy Group employees' phone numbers or email addresses

The Portfolio Strategy Group Global Highlights

Location
Employees

North America
14

Minus sign iconPlus sign icon
  • United States Of America
    14

The Portfolio Strategy Group's Leadership

  • Chief Compliance Officer at The Portfolio Strategy Group
    L. G.
    Chief Compliance Officer
    Mobile Phone
  • President at The Portfolio Strategy Group
    R. Y.
    President
    Mobile Phone
  • Senior Vice President at The Portfolio Strategy Group
    J. K.
    Senior Vice President
    Mobile Phone
  • Managing Director at The Portfolio Strategy Group
    J. B.
    Managing Director
    Mobile Phone
  • Managing Director at The Portfolio Strategy Group
    T. Z.
    Managing Director
    Mobile Phone
  • Managing Director at The Portfolio Strategy Group
    P. Y.
    Managing Director
    Mobile Phone
  • Managing Director at The Portfolio Strategy Group
    E. S.
    Managing Director
    Mobile Phone
  • Research Analyst at The Portfolio Strategy Group
    J. K.
    Research Analyst
    Mobile Phone

The Portfolio Strategy Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Other
  • Finance

Contact profiles from The Portfolio Strategy Group

Name
Title
Contact
Location
Last Update
  • Chief Compliance Officer at The Portfolio Strategy Group
    L. G.
    Chief Compliance Officer
    Mobile Phone
    United States, Connecticut
    Jun 08, 2026
  • President at The Portfolio Strategy Group
    R. Y.
    President
    Mobile Phone
    United States, New York
    May 30, 2026
  • Senior Vice President at The Portfolio Strategy Group
    J. K.
    Senior Vice President
    Mobile Phone
    United States
    Apr 23, 2026
  • Managing Director at The Portfolio Strategy Group
    J. B.
    Managing Director
    Mobile Phone
    United States, New Jersey
    Jun 08, 2026
  • Managing Director at The Portfolio Strategy Group
    T. Z.
    Managing Director
    Mobile Phone
    United States, New York
    Feb 19, 2026
  • Managing Director at The Portfolio Strategy Group
    P. Y.
    Managing Director
    Mobile Phone
    United States, Connecticut
    Jun 01, 2026
  • Managing Director at The Portfolio Strategy Group
    E. S.
    Managing Director
    Mobile Phone
    United States, New York
    Mar 25, 2026
  • Research Analyst at The Portfolio Strategy Group
    J. K.
    Research Analyst
    Mobile Phone
    United States, New York
    Apr 23, 2026
  • Wealth Advisor at The Portfolio Strategy Group
    N. H.
    Wealth Advisor
    Mobile Phone
    United States, New York
    Apr 16, 2026
  • Administrator at The Portfolio Strategy Group
    M. R.
    Administrator
    Mobile Phone
    United States, New York
    Jun 01, 2026

Frequently Asked Questions

What is The Portfolio Strategy Group known for?

Minus sign iconPlus sign iconThe Portfolio Strategy Group was founded in 1990 and operates in the Financial Services industry. You can contact The Portfolio Strategy Group's main corporate office by phone at
+1-914-328-****
. Explore The Portfolio Strategy Group's company overview page for more information.

How many employees does The Portfolio Strategy Group have currently?

Minus sign iconPlus sign iconThe Portfolio Strategy Group has approximately 19 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are The Portfolio Strategy Group's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, The Portfolio Strategy Group's key employees include:

  • Chief Compliance Officer: L. G.
  • President: R. Y.
  • Senior Vice President: J. K.
  • Managing Director: J. B.
  • Managing Director: T. Z.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.