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Edward L. Scharf

Managing Director
Edward L. Scharf headshot

Edward L. Scharf

Managing Director

Ed is a managing director of PSG and serves as the firm’s managing partner. Since joining the firm in 1999, he has been focused on helping clients reach their financial objectives. He oversees our fixed income investments and is a member of the Investment Committee.

Prior to joining PSG, Ed was director of client operations at Glickenhaus & Co., a partner at Pennfield Capital and an officer at Citibank. He has a BA in mathematics from the University of Rochester and an MBA in finance and computers and information systems from the Simon School at the University of Rochester.

Ed and his wife live in Westchester County with their two dogs and have three adult children. He serves as chairman of Josh Provides Epilepsy Foundation, an organization dedicated to helping people with seizure disorders manage the day-to-day challenges they face. Ed is a big sports fan, manages an adult softball team and is an improving golfer.

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Ed is a managing director of PSG and serves as the firm’s managing partner. Since joining the firm in 1999, he has been focused on helping clients reach their financial objectives. He oversees our fixed income investments and is a member of the Investment Committee.

Prior to joining PSG, Ed was director of client operations at Glickenhaus & Co., a partner at Pennfield Capital and an officer at Citibank. He has a BA in mathematics from the University of Rochester and an MBA in finance and computers and information systems from the Simon School at the University of Rochester.

Ed and his wife live in Westchester County with their two dogs and have three adult children. He serves as chairman of Josh Provides Epilepsy Foundation, an organization dedicated to helping people with seizure disorders manage the day-to-day challenges they face. Ed is a big sports fan, manages an adult softball team and is an improving golfer.

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Meet Our Team

Edward L. Scharf headshot
Edward L. Scharf headshot black and white
Edward L. Scharf
Managing Director
Richard A. Yoken headshot
Richard A. Yoken headshot black and white
Richard A. Yoken
Managing Director
Catherine (Bobbie) Nacianceno headshot
Catherine (Bobbie) Nacianceno headshot black and white
Catherine (Bobbie) Nacianceno
Senior Client Services Coordinator
Jacqueline O’Toole headshot
Jacqueline O’Toole headshot black and white
Jacqueline O’Toole
Director of Operations and Investment Associate
Jacques E. Boubli, CFP<sup>®</sup> headshot
Jacques E. Boubli, CFP<sup>®</sup> headshot black and white
Jacques E. Boubli, CFP®
Managing Director
Jay Koehler, CPWA<sup>®</sup> headshot
Jay Koehler, CPWA<sup>®</sup> headshot black and white
Jay Koehler, CPWA®
Senior Vice President
Jayndee Castro headshot
Jayndee Castro headshot black and white
Jayndee Castro
Client Services Coordinator
Laurie Ghali headshot
Laurie Ghali headshot black and white
Laurie Ghali
Chief Compliance Officer
Lawrence D. Bartimer, CPA headshot
Lawrence D. Bartimer, CPA headshot black and white
Lawrence D. Bartimer, CPA
Managing Director
Marc Connuck, CFA headshot
Marc Connuck, CFA headshot black and white
Marc Connuck, CFA
Research Analyst
Maritza S. Rivera headshot
Maritza S. Rivera headshot black and white
Maritza S. Rivera
Senior Client Services Coordinator
Natasha Hanan, CFA headshot
Natasha Hanan, CFA headshot black and white
Natasha Hanan, CFA
Wealth Advisor
Peter S. Yorkes headshot
Peter S. Yorkes headshot black and white
Peter S. Yorkes
Managing Director
Samarsha Drysdale headshot
Samarsha Drysdale headshot black and white
Samarsha Drysdale
Client Services Coordinator
Thomas M. Zottner, CFA headshot
Thomas M. Zottner, CFA headshot black and white
Thomas M. Zottner, CFA
Managing Director
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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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