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Maria McKee

Financial Service Associate, Chief Compliance Officer

Samalin Investment Counsel LLC

United States, New York, Chappaqua

About Me

Maria is a former branch chief in the Investment Management Division of the U.S. Securities and Exchange Commission (SEC). Having worked as an examiner and branch chief, she gained experience in evaluating the operations and processes of registered investment advisers. Maria obtained her CERTIFIED FINANCIAL PLANNERTM certification in 2016. In 2015, she became a Certified Divorce Financial Analyst (CDFA). Maria holds an MBA in Finance from Pace University and a BS in Chemical Engineering from SUNY Buffalo.

Profile Information

Financial Service Associate, Chief Compliance Officer

Samalin Investment Counsel LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Chappaqua

New York

United States

May 15, 2024

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