American Portfolios Honors Top-Earning Investment Professionals at Firm's 2016 Leaders Conference
/EINPresswire.com/ -- HOLBROOK, NY--(Marketwired - May 23, 2016) - American Portfolios Financial Services, Inc. (APFS), a privately-held, independent broker/dealer that services financial advisors across the country, honored its top-earning investment professionals at the 2016 Leaders Conference, held from May 12 - 15 in Manhattan, N.Y. The conference is the firm's distinctive way of recognizing those advisors and managers who had exceptional performance in business during 2015.
In acknowledgement of their notable standing with American Portfolios and the financial services industry as a whole, select colleagues were invited to the exclusive event that took place over the course of four days and three nights. This year's conference took place at the luxurious Ritz-Carlton New York at Battery Park, which served as a prime location for enjoying sweeping waterside views of Lower Manhattan and Lady Liberty herself. This Manhattan venue was chosen with purposeful intent to commemorate its impending 15-year anniversary in September -- one day prior to 9/11 -- and to reflect the profound appreciation APFS holds for its esteemed faction of top-earning investment professionals, many of whom have been with the firm since inception. The Leaders Conference is a crowning achievement for a top-performing year in business, affording the highest honor at APFS for its leading financial managers and advisors.
"Our family of advisors often thank us for the work that we do in supporting them and their practices," said APFS CEO Lon T. Dolber. "What they don't realize is that they make our job easy. We're able to perform as well as we do because we serve such great business colleagues and great people. Collectively, we take pride in the culture and atmosphere that exists at APFS, and we celebrate the fact that we can join together and enjoy ourselves, while also learning from one another."
The 2016 Leaders Conference allowed the top financial professionals to build upon their achievements with opportunities to network, share ideas and make memorable experiences with like-minded and equally-accomplished colleagues, as well as members of APFS' senior management team. "Just as 2015 was a successful year for the managers and advisors we honored at the Leaders Conference, last year was also a terrific year for APFS as a whole," said President of Sales and New Business Development Tim O'Grady. "Winning Broker/Dealer of the Year* was achieved through the hard work and dedication of our advisors, who we were privileged to serve and support. Taking time to recognize their contributions to the company is important to us."
Attendees had at their disposal during this exclusive event opportunities to attend sessions that featured industry-specific topics and best practice solutions in order to stay current with the ever-changing regulatory environment, and to provide efficiencies in their practices to better serve their clients. They also had the chance to network among professional peers and industry experts in constructive discourse and within a unique forum designed to gain new perspectives on trends and issues within the financial services industry.
In addition -- and to offer these top managers and producing advisors the time to relax, recharge and return to work renewed -- the four-day weekend gave attendees the opportunity to visit notable Big Apple sights, including a ferry trip to Ellis Island with an extravagant dinner catered at the famous Registry Room, and a special performance by Dolber's R&B band Positively Soul at Paul Colby's The Bitter End. The event was capped off with a surprise performance by the cast of the Broadway hit Jersey Boys and Radio City Music Hall's legendary Rockettes.
About American Portfolios
Headquartered in Holbrook, N.Y., APFS is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology division American Outsources, LLC (AO,) collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company currently serves 789 independent investment professionals located in 354 branch locations throughout the nation. It was named Broker-Dealer of the Year* (Division III) by Investment Advisor magazine in 2015, as well as the No. 1 Best Small/Mid-Size Company to Work for in the state of New York for 2016 by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG).
*Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/dealers rated highest by their representatives are awarded "Broker/Dealer (B/D) of the Year."
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CONTACT:
Melissa Grappone
VP of Mktg. & Corp. Comm.
PHONE: 631.439.4600, ext. 108
E-MAIL: mgrappone@americanportfolios.com
Member: FINRA, SIPC
The Leaders Conference is American Portfolios' distinctive way of recognizing those advisors and managers who had exceptional performance in business during 2015.
Attendees of the American Portfolios 2016 Leaders Conference were ferried to Ellis Island for an extravagant dinner catered at the landmark's famous Registry Room. (Photo courtesy of Vice President of Sales and New Business Development Keith J. Kelly.)
To offer American Portfolios' top managers and producing advisors the time to relax, recharge and return to work renewed-the four-day weekend gave attendees the opportunity to visit notable Big Apple sights, including a ferry trip to Ellis Island and a special performance by Dolber's R&B band Positively Soul at Paul Colby's The Bitter End. The event was capped off with a surprise performance by the cast of the Broadway hit Jersey Boys and Radio City Music Hall's legendary Rockettes. (Photo courtesy of Vice President of Sales and New Business Development Keith J. Kelly.)
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