First Capital Equities

First Capital Equities

  • 175 Rd Ste 250
  • Great Neck, New York
  • 11021
  • Phone: (516) 487-8220
  • Fax: (516) 829-4820
  • Website

Description

At FCE Group, our mission is to help bring order and predictability to an important part of your life. For over thirty years, we’ve shown that with careful and informed financial planning, consistent service of the highest quality, and a commitment to the principles of objectivity and integrity — we provide financial peace of mind. Our philosophy is centered in the belief that clients come first.

We do not sell product. We provide objective recommendations, taking into account your individual needs.

Tanya joined FCE Group in 2014, and serves as Head of Operations. Tanya has over fifteen years of professional experience in the investment management business. Prior to joining FCE, Tanya was at Ivy Asset Management LLC where she served as Head of Investor Relations from 2010-2013, Vice President, Investor Services from 2004-2010, and as Assistant Vice President, Fund Accounting from 1999-2004. Tanya started her career at Arthur Andersen, LLP as an auditor in their Financial Assurance Services department.

FCE Group is a leading Long Island, New York based independent, trusted, highly skilled, fee-based, client-focused wealth management, investment advisory and financial planning firm. Our reputation for integrity, informed creativity and disciplined execution has been built over thirty years.

Fact sheet

Number of employees
10-14

Company contacts

  • David H Schwartz
  • President

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