Jacqueline O’Toole Promoted to Chief Operating Officer.
July 6, 2026
Celebrating Earth Day
April 22, 2026
The Portfolio Strategy Group Welcomes John Katimaris
January 20, 2026
Jay Koehler’s one year anniversary at PSG
October 16, 2024
PSG learns life saving CPR on 9/11 National Service Day
September 11, 2024
Meet our Newest Team Member – Natasha Hanan, CFA
September 6, 2024
Meet our Newest Team Member – Jayndee Castro
June 28, 2024
Volunteering at Hope Community Services in New Rochelle
December 1, 2023
PSG Listed Among Forbes Top RIA Firms
October 10, 2023
