FUHRMAN MANAGEMENT - Key Persons

David graduated from Ithaca College with a B.S in 2013 and earned his M.S. from the University of Tampa in 2016. He joined the firm in September 2016 and holds his Series 6 and Series 65 registrations. He received his CFP® designation in 2020. He is responsible for client support, management of client portfolios, and equity and fixed-income analysis.

Josh graduated from the University of Miami in 2016 with a Bachelor's degree in Communication and continued with his education to get his MBA from the University of Phoenix, which he completed in 2020. With a keen understanding of marketing, business management, and financial analysis, Josh has been applying his expertise to help clients achieve their financial goals at FMA since 2021. Currently, Josh is seeking to obtain his Series 65 license, which will allow him to provide investment advice and management services to clients.

Steven received a B.S. in Economics from the Wharton School at the University of Pennsylvania in 1984 and became a registered representative with Herzfeld & Stern in 1984. Steven is no longer actively involved in the day to day management of accounts, but was and continues to be instrumental in determining the firm's ongoing investment philosophy. As a member of the investment committee, he continues to provide equity analysis for the firm and gives valuable insight to economic situations which may impact our investment portfolios. He is also responsible for the firm's technology support and annual business accounting.

Susan graduated from Ithaca College in 1975 with a double degree in Psychology and History. She graduated from Rutgers University Law School in 1978 where she concentrated on estate and tax planning. While working for a small estate planning law firm in Newark, she continued her studies and in 1981 earned a Masters degree in tax law from New York University. She is a member of the Pennsylvania, New Jersey and Florida Bars and is licensed to sell insurance. She has been actively involved in the management of assets since 1981 when she joined Herzfeld & Stern to in order to bring tax and estate planning expertise to Bud's existing investment clients. In 1985 she resigned from Herzfeld & Stern to establish Fuhrman Management Associates. Susan received her CFP® designation in 1989 and with this expertise is instrumental in the development of financial plans, implementation of tax strategies in the investment of portfolios, and the ongoing management of client portfolios. She works closely with clients and their advisers in order to provide a comprehensive investment and tax efficient portfolio strategy.