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Laurie Ghali

Chief Compliance Officer
Laurie Ghali headshot

Laurie Ghali

Chief Compliance Officer

Laurie is our chief compliance officer and joined PSG in 2024. She works closely with
our partners and operations team. She is a member of the Investment Committee.

Laurie has more than 25 years of experience in the financial services industry, focusing on regulatory risk and compliance management. Prior to joining PSG, she worked in risk and control at Wells Fargo for more than six years where she led complex initiatives designed to mitigate current and emerging risks as well as horizontal programs across the operations business. Her vast experience also includes leading key compliance roles at Barclays, Credit Suisse and Morgan Stanley. Laurie received her bachelor’s degree from Clark University. Laurie lives in Fairfield County. She is an avid traveler, an amateur billiards champion, and spends time volunteering at animal shelters

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Laurie is our chief compliance officer and joined PSG in 2024. She works closely with
our partners and operations team. She is a member of the Investment Committee.

Laurie has more than 25 years of experience in the financial services industry, focusing on regulatory risk and compliance management. Prior to joining PSG, she worked in risk and control at Wells Fargo for more than six years where she led complex initiatives designed to mitigate current and emerging risks as well as horizontal programs across the operations business. Her vast experience also includes leading key compliance roles at Barclays, Credit Suisse and Morgan Stanley. Laurie received her bachelor’s degree from Clark University. Laurie lives in Fairfield County. She is an avid traveler, an amateur billiards champion, and spends time volunteering at animal shelters

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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
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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
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Jacqueline O’Toole
Director of Operations and Investment Associate
Jacques E. Boubli, CFP<sup>®</sup> headshot
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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
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Lawrence D. Bartimer, CPA
Managing Director
Marc Connuck, CFA headshot
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Marc Connuck, CFA
Research Analyst
Maritza S. Rivera headshot
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Maritza S. Rivera
Senior Client Services Coordinator
Natasha Hanan, CFA headshot
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Natasha Hanan, CFA
Wealth Advisor
Peter S. Yorkes headshot
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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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