Experience

Makes all the difference

The Longshore Group thrives to understand our client's needs, objectives and risk tolerance in order to better prepare for the investment process. All of our relationships begin with a comprehensive and thorough evaluation of each client's financial status. Based on this evaluation, the current status of the market, and individual security analysis, we recommend what we believe to be an appropriate mix of investments. As a team, we seek to invest in a diversified portfolio of well managed companies that demonstrate the potential for profit growth over a three to five year horizon. We are determined to develop a plan that best fits your financial needs for both the present and the future.

Michael Sherman

Senior Vice President–Wealth Management

Financial Advisor

California Insurance License #: 0D86857

 

2009-Present UBS Financial Services Inc. Senior Vice President/Senior Portfolio Manager, 2003-2009 Morgan Stanley Smith Barney Senior Vice President/Senior Portfolio Manager, 1984-2003 A.G. Edwards Senior Vice President/Manager, 1981-1984 Paine Webber Financial Advisor, Senior Portfolio Manager Designation, Series 8- General Securities Sales Supervisor, Series 3- National Commodity Futures, Series 7- General Securities Representative, Series 63- Uniform State Exam, Series 65- Investment Advisory Agent Life & Variable Annuity Insurance Licensed, Bachelor of Science Finance/Marketing; Northeastern University.

 

Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA
  • WA

Education

  • Northeastern University, B.S. Finance and Marketing

Credentials

  • Senior Portfolio Manager
8 Wright Street
3rd Floor
Westport, CT 06880

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Steven Chille, CFP

Senior Vice President–Wealth Management

Financial Advisor

California Insurance License #: 0D37771

 

Steven A. Chille is a First Vice President of Wealth Management and Certified Financial Planner. Steve brings over 30 years of financial industry experience with four years in mortgage banking and approximately twenty-six years as a financial advisor. Steve works closely with our high net worth clientele assisting them in meeting their family and life's goals.

Steve received his Bachelor of Science at Sacred Heart University in Fairfield Connecticut and graduated with a major in Finance and Management and a minor in Economics. Steve holds the Series 7 General Securities Representative, Series 63 Uniform State Exam, Series 65 Investment Advisory Agent, Life Insurance, Health Insurance and Annuity licenses.

Registered States:
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • NC
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA
  • WA

Education

  • Sacred Heart University, B.S. Finance and Management, Minor in Economics

Credentials

  • CERTIFIED FINANCIAL PLANNER™
8 Wright Street
3rd Floor
Westport, CT 06880

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Victor Pappolla

Wealth Strategy Associate

Victor Pappolla is a Registered Client Service Associate in UBS Financial Services Westport, CT office. In this role, he works closely with assisting high net worth clients with administrative needs and services. He joined the Longshore Group in February of 2017 with about seven years of experience in the industry.

Prior to joining the firm, Victor worked at Morgan Stanley from 2010 - 2017. For the first six months of his employment, he worked in operations. After that, he served as a Client Service Associate until January 2017.

Victor Pappolla earned a Bachelor of Arts degree from Hofstra University with a major in communications in 2008. He holds the Series 7 General Securities Representative and Series 66 Uniform Combined State Law Examination licenses. He currently resides in Stamford, CT and enjoys to golf, as well as many other outdoor activities.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX
  • VA
  • WA

Education

  • Hofstra University, B.A. Communications
8 Wright Street
3rd Floor
Westport, CT 06880

Email Me