Who We Are

 

Howard Lisch

The founder of the Firm is 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 financial planners, Mr. Lisch is also an Attorney admitted to the practice of law in New York and various Federal Courts through the firm, Howard Lisch, Esq., Attorney at Law.  As a Certified Public Accountant, he is licensed to practice in New York, New Jersey and Connecticut and performs such services through the firm of Lisch & Lisch LLC.  He is also a licensed Life and Health Insurance agent.

For a period of almost twenty years, he worked in well recognized firms such as Arthur Andersen & Co., Deloitte Haskins & Sells, Coopers & Lybrand, Pitney Bowes, the Internal Revenue Service and as Chief Financial Officer to two venture capital companies.  He has been a lecturer at numerous tax seminars and has written tax, legal and business articles.  He is also an advisor to several unions and not for profit organizations and has been an appointed official of his home community as well as trustee of a private school.

He has been an individual investor for more than forty-five years and has seen stock markets go up, has seen them go down and has even seen them go sideways.  He has seen the "Nifty Fifty", Internet Bubble and other crazes come and go and has, hopefully, learned what not to do as well as what to do from each experience.

Although a seasoned investor, he founded the Firm in 1996 as an outgrowth of his experiences as a CPA where he too often saw stockbrokers invest their clientís assets in inappropriate investments.  His experience led him to desire to create a vehicle to primarily protect his client assets and, secondarily, to increase a clientís assets.


Melissa Rosenfeld

As a partner of the companies, Melissa is 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 the firm of Lisch & Lisch LLC. 

Prior to joining the Lisch Family of Businesses, Melissa was a manager in the Personal Financial Services Practice at PricewaterhouseCoopers LLP. During her eight years experience at PricewaterhouseCoopers LLP, she was involved in the audits of entertainment and media companies and tax preparation and consulting for individuals and closely held businesses. 

Melissa holds a Bachelor of Science degree in Accounting and Finance from Lehigh University and spent a year studying international economics and corporate finance at the London School of Economics in London, England. She is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.

Outside of the office, Melissa enjoys yoga and indoor cycling.

 


Audrey R. 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 a New York City public school teacher.  She left that position to raise four wonderful children and join our firm. 

 

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 to the Manager of a Manufacturing Firm for four years.