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Jacques E. Boubli, CFP®

Managing Director
Jacques E. Boubli, CFP<sup>®</sup> headshot

Jacques E. Boubli, CFP®

Managing Director

Jacques is a managing director and Certified Financial Planner™ who joined PSG in 2014. Jacques leads our financial planning efforts and is focused on client service, new business development and marketing. He is a member of the Investment Committee.

He has more than 15 years of experience in the investment business, including serving as financial advisor to high-net-worth clients at JP Morgan Private Bank and Bernstein Global Wealth Management. Jacques began his work with private clients by running violinist Isaac Stern’s family office, and also served as production manager for Lincoln Center. He earned his bachelor’s degree in industrial and labor relations from Cornell University and an MBA from the Stern School of Business at NYU.

Jacques and his wife live in Northern Westchester and have two children. He volunteers his time as president of the Merestead Conservancy, treasurer of the
Linda and Isaac Stern Charitable Foundation, and is an active member of the Professional Advisory Council for Weill Cornell Medicine. At nearly every opportunity, he can be found sailing and racing on Long Island Sound and Candlewood Lake.

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Jacques is a managing director and Certified Financial Planner™ who joined PSG in 2014. Jacques leads our financial planning efforts and is focused on client service, new business development and marketing. He is a member of the Investment Committee.

He has more than 15 years of experience in the investment business, including serving as financial advisor to high-net-worth clients at JP Morgan Private Bank and Bernstein Global Wealth Management. Jacques began his work with private clients by running violinist Isaac Stern’s family office, and also served as production manager for Lincoln Center. He earned his bachelor’s degree in industrial and labor relations from Cornell University and an MBA from the Stern School of Business at NYU.

Jacques and his wife live in Northern Westchester and have two children. He volunteers his time as president of the Merestead Conservancy, treasurer of the
Linda and Isaac Stern Charitable Foundation, and is an active member of the Professional Advisory Council for Weill Cornell Medicine. At nearly every opportunity, he can be found sailing and racing on Long Island Sound and Candlewood Lake.

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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
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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
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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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