Karen murray seymour zises new york
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Zises has worked as an advisor to many families in the U.S. and abroad, and can point to close to a 40 year career in the financial services business.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and other services.
All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content.
Certifications and Registrations
Series 63, Series 65
Services Offered
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Other
Fee Structure
Percentage of Assets, Fixed Fees
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Mr. Zises continues a family tradition of leadership and support for Israel Bonds, where he was a distinguished honoree at the Prime Minister’s Club Gala. If you want your profile removed temporarily or permanently, please contact [email protected]. We are privileged to have a team of experienced investment professionals that tailor custom plans for each client family – utilizing a full array of financial products including stocks, bonds, mutual funds/ETFs and alternative investments (hedge funds, real estate and private equity), insurance and tax-aware products.
As our client, we are there for you and your family every step of the way, anticipating and preparing for such life transitions as marriage, raising children, starting or selling a business, saving for college and retirement and estate planning.
It is important to do your due diligence when looking for an advisor. The firm has 2 offices and 20 employees.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Seymour has previously held positions at Family Management Corp, Forest Hill Capital Corp, and Family Management Securities, LLC. Seymour has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New York, and Texas. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm.
In addition, he is a retired President of Baron de Hirsch Fund and a retired board member of UJA. He founded the Associates of the American Friends of the Israel Museum and has chaired major fundraising dinners for the American Israel Public Affairs Committee. In addition, he is a retired President of the Baron de Hirsch Fund and a retired board member of the UJA-Federation of New York.
Mr. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor.
Office Location
Family Management Corporation155 E. 44Th Street 21St Floor
New York, NY 10017 See more firms in New York
Financial Advisors at Family Management Corporation
Dennis Koleda
New York, NY
Galit Kursman
New York, NY
Aldo Tarantini
New York, NY
Philip Frank
New York, NY
David Schawel
New York, NY
Michael Kenney
New York, NY
Christina Servia
New York, NY
Jan Sucic
New York, NY
Learn more about
Family Management Corporation
The data in this profile was pulled by SmartAsset on 6/4/2025.
Mr. Zises received a Bachelor’s degree in Political Science from New York University, where he has served as Vice Chair of the Bronfman Center for Jewish Life. He is also the President and Chief Executive Officer of Family Management Securities, LLC, a FINRA-registered broker-dealer, and of Forest Hill Capital Corporation, a New York insurance agent.
He continues a family tradition of leadership and support for UJA Federation of New York and Israel Bonds, where he was a distinguished honoree at the Prime Minister's Club Gala. Use our matching tool.
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