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Thomas M. Zottner, CFA

Managing Director
Thomas M. Zottner, CFA headshot

Thomas M. Zottner, CFA

Managing Director

Tom is a managing director of PSG and joined the firm in 2009. He is a CFA charterholder and also chairs the Investment Committee. He is the portfolio manager of our Equity Income product, and services clients as well.

Prior to joining PSG, Tom was a vice president at AllianceBernstein, where he served as an analyst and senior portfolio manager on $15 billion of equity products run by Cathie Wood. While there, he was also portfolio manager of a $250 million municipal bond portfolio. He started his career at Merrill Lynch after earning his BA in history from Boston College.

Tom, his wife, two sons and daughter live in Westchester County. He has deep roots in the area and is proud to be a member of a golf club his grandfather caddied at over a century ago. While competitive in sports, including golf and platform tennis, there is nothing he enjoys more than reading books with his children. He also enjoys skiing and tennis, and promises to give pickleball a try when a court opens up.

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Tom is a managing director of PSG and joined the firm in 2009. He is a CFA charterholder and also chairs the Investment Committee. He is the portfolio manager of our Equity Income product, and services clients as well.

Prior to joining PSG, Tom was a vice president at AllianceBernstein, where he served as an analyst and senior portfolio manager on $15 billion of equity products run by Cathie Wood. While there, he was also portfolio manager of a $250 million municipal bond portfolio. He started his career at Merrill Lynch after earning his BA in history from Boston College.

Tom, his wife, two sons and daughter live in Westchester County. He has deep roots in the area and is proud to be a member of a golf club his grandfather caddied at over a century ago. While competitive in sports, including golf and platform tennis, there is nothing he enjoys more than reading books with his children. He also enjoys skiing and tennis, and promises to give pickleball a try when a court opens up.

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Meet Our Team

Edward L. Scharf headshot
Edward L. Scharf headshot black and white
Edward L. Scharf
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Richard A. Yoken headshot
Richard A. Yoken headshot black and white
Richard A. Yoken
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Catherine (Bobbie) Nacianceno headshot
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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
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
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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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