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Recent News
 

Jay Koehler’s one year anniversary at PSG

October 16, 2024

Congratulations Jay Koehler on a fantastic first year at PSG. You have been successful in introducing new clients to PSG and we are excited to be working with so many people who have trusted you throughout your career. You have become an integral member of our investment committee by introducing new strategies and investments for consideration. You exemplify what it means to be a valued member of the family behind your family.

Happy anniversary! We are proud to have you in our PSG family.

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The Portfolio Strategy Group, LLC
50 Main Street, Suite 1280
White Plains, NY 10606

914.288.4900 tel
800.535.5110
914.328.6670 fax

info@PSGwealth.com

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