Broker Check

Who We Are

Howard Lisch

The founder of the Firm was a Registered Representative having passed the Series 6, 7 and 63 Examinations. He is also an Investment Advisory Representative to Lisch Investment Management LLC, a Registered Investment Advisor. Unlike most...

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Audrey Lisch

As Office Manager of the firm, as well as Brokerage Assistant and Accounting Paraprofessional, she handles all controllership and some data processing functions. Audrey holds a BA and MA in Education. Prior to joining the Firm, she was...

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Charmaine Alphonso

She is the Administrative Assistant for Accounting, Tax and Legal matters. Her job is to assist under the supervision of a Certified Public Accountant or Attorney in all the administrative functions. She was the Confidential Secretary...

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Melissa Rosenfeld

As a partner of the companies, Melissa was a Registered Representative, having passed the Series 6, 7, 63, and 66 Examinations. As a Certified Public Accountant, she is licensed to practice in New York and performs such services through...

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