Our advisors

Anthony N Maneri

CFP®, ChFC®, CLU®, APMA™

Private Wealth Advisor

Managing Partner of Davidson, Maneri & Associates
Learn more about Anthony N Maneri

Henry Davidson

CFP®, ChFC®, CLU®, APMA™

Private Wealth Advisor

Managing Partner of Davidson, Maneri & Associates
Learn more about Henry Davidson

Paul R Trause

ChFC®

Financial Advisor

Managing Director of Davidson, Maneri & Associates
Learn more about Paul R Trause


Our team

Nancy C. Wong

Nancy C. Wong

Operations Manager,

Client Service Specialist

Qualifications

  • Series 7 Licensed
  • Life, Health and Variable Annuity Licensed
  • Series 66 Licensed
  • Notary Public
View more
Gayatri Seepersaud

Gayatri Seepersaud

Client Service Specialist,

Administrative Assistant

Qualifications

  • Notary Public
View more
Krishna R. Kamath

Krishna R. Kamath

Investment Specialist,

Financial Planning Analyst

Qualifications

  • Bachelors in Accounting - Bangalore University, India Institute of Chrtered Accountants of India - Intermediate Level Series 7 Independently managed order tickets on the floor of Bombay Stock

Roles & Responsibilities

  • Conduct comprehensive portfolio evaluation, provide insight on upcoming trends, monitor performance and balance risk and reward in line with client risk tolerance and goals
View more
Ginny Lee

Ginny Lee

Client Service Specialist

Qualifications

  • Bachelor of Arts in Social Science Interdisciplinary, State University at Stony Brook

    Bachelor of Science in Nursing, Molloy College

    Certification in Professional Cooking, Culinary Academy at Syosset

Roles & Responsibilities

  • I will be supporting the team in many ways. My role is to learn your preferences and customize your service with your DMA advisor; from scheduling meetings to ensuring post meeting tasks are completed
View more