Updated:Aug 11, 2026

Portfolio Strategies Inc NY

Portfolio Strategies is an independent, SEC-registered investment adviser with offices in Montvale and Jackson, New Jersey. For over four decades, the firm has...

Portfolio Strategies Inc NY

Portfolio Strategies is an independent, SEC-registered investment adviser with offices in Montvale and Jackson, New Jersey. For over four decades, the firm has served individuals, families, trusts, retirement plans, corporations, and nonprofit organizations. Portfolios are primarily constructed using exchange-traded funds (ETFs). The firm operates as a fiduciary and investment decisions are directed by Paul (Feivel) Kirshenbaum, PhD.

General information

Firm type

other

Location

Region

North America

Country

United States

City

Montvale

Corporate office

New York, NY, United States

Principals

Paul (Feivel) Kirshenbaum

Founder and Chief Investment Strategist

Zev Katz

Chief Operating Officer

Yisroel Spiegel

Investment Advisor

Aron Soifer

Director of Sales

Who runs Portfolio Strategies Inc NY?

No named principal or leadership team is available in any public record. The firm has no known LinkedIn presence, website, or regulatory filings that identify an individual or group in charge.

Does Portfolio Strategies Inc NY invest in any known companies?

No known portfolio companies or investments have been reported in any public source. The firm's investment activity is entirely opaque.

Has Portfolio Strategies Inc NY been involved in any recent legal or regulatory actions?

No public records indicate any legal or regulatory actions involving the firm. It maintains a low public profile with no known disputes or enforcement events.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Aug 11, 2026. Continuous refresh with full update cycles at least every 30 days.