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Team Kaminsky

For more than four decades, individuals, families and institutions have looked to Team Kaminsky for prudent wealth management.

The team’s customized, client-centric approach toward investment solutions has helped thousands of clients navigate various market cycles as well as solve for their unique income, tax efficiency and diversification needs.

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Portfolio Managers (left to right): Richard Werman, Gerald Kaminsky, Michael Kaminsky, Mindy Schwartzapfel, David Mizrachi and James Gartland


Informed by Research.
Inspired by Customization.

Team Kaminsky at a Glance

  • Six seasoned portfolio managers averaging more than 25 years of experience
  • Over $5 billion in assets under management for individuals, families, institutions and charitable organizations
  • Independent research staff employing an analytical, hands-on process
  • Disciplined investment process with a strong commitment to risk management
  • Substantial client service team providing hands-on, customized support
  • 40+ years of distinguished service to individuals, families, businesses and organizations

Customized Portfolios to Meet the Unique and Diverse Needs of Each Investor

Clients are the focus of Team Kaminsky’s business. Over generations, they have been entrusted with the management of individual and family wealth through market cycles and across economic regimes. They engage deeply and thoughtfully in every relationship, taking the time to fully understand the needs of each client.

“Today, we have an exceptional group of managers, research analysts and service professionals whom I’d describe as an extended family, in the best sense of the word—working closely, motivating and challenging each other to achieve success for our clients. ”

To learn more about Team Kaminsky, please call Richard Werman at 212.476.9065.

This material is intended as a broad overview of the portfolio manager’s current style, philosophy and process. This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Third-party economic or market estimates discussed herein may or may not be realized and no opinion or representation is being given regarding such estimates. Certain products and services may not be available in all jurisdictions or to all client types. Indexes are unmanaged and are not available for direct investment. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future results.