Since our inception in 2009, we at Nardis Advisors LLC have made it our mission to help you, the US citizen living abroad, get your financial affairs in order. Whether it be portfolio management, retirement management, estate planning or the many other services we offer, we understand the intricacies of cross border financial planning, and specialize in all of its aspects.
We believe that by giving you greater control over your assets, you gain the freedom to focus on enjoying your family, your life and on building your legacy.
Meet the Team
Meet the people behind Nardis—real experts, real experience, and a shared commitment to helping you reach your financial goals.
Norman Chait
Managing Principle
Norman Chait
Managing Principle
Norman Chait is the Managing Principal of Nardis Advisors, an independent Registered Investment Advisor based in Scarsdale, NY, focused on building customized investment portfolios for a select group of individuals, families and small businesses.He has 30 years of experience in all aspects of the traditional and alternative investment universe. He also acts as an expert witness in arbitrations involving money management issues. Prior to founding Nardis in 2009, Norman was Director of Hedge Fund Manager Origination at Merrill Lynch, servicing both institutional and high net worth clients. Previously, Norman was CEO of Rutherford Asset Management, where he advised on alternative investments to the interests of Lord Jacob Rothschild and family. Before this, he was Vice President, Hedge Fund Research at AIG Global Investment, where he managed a $2 billion portfolio of external hedge funds. Norman received an MBA from Columbia University in 1995 (beta gamma sigma), and a Law Degree from Hebrew University of Jerusalem in 1988. He served in the Judge Advocate General Division of the Israel Defense Force from1988-1993 and is a graduate of the Israel Defense Force Officer’s School. Norman is a Chartered Financial Analyst and Member of the New York Society of Security Analysts. He is also a licensed Portfolio Manager in Israel under the auspices of the Israel Securities Authority. Norman divides his time between New York and Zichron Ya’akov, Israel.
Mike Reed
Advisor
Mike Reed
Advisor
Mike Reed has spent the last 22 years in the investment management and financial planning industry. He started out as an equity analyst for large institutional clients and has spent the last 12 years focused on helping people near or in retirement at firms such as Personal Capital and Fisher Investments. In this capacity he assisted clients with all aspects of financial planning including cashflows, estate and tax planning along with Medicare and Social Security. Born and raised in the Detroit area, Mike graduated from the University of Michigan in 2000 and holds the CRPC (Chartered Retirement Planning Counselor) Designation, and currently resides in the Dallas area where he continues to struggle with his golf game and attend as many blues concerts as possible.
Gail Wiesenfeld
Advisor
Gail Wiesenfeld
Advisor
Gail Wiesenfeld joined Nardis Advisors in January 2013. Previously, she was a Vice President in Equity Research for 15 years at sell-side firms including Merrill Lynch, Bear Stearns and CJ Lawrence. This encompassed extensive financial analysis of public companies, making stock recommendations, and marketing to both institutional and retail investors. She subsequently took a hiatus to raise children, during which time she ran a women’s investment group.Gail is a resident of Scarsdale NY. She has a BA from Emory University (1979) and an MBA from NYU Stern School of Business (1985). She is a Chartered Financial Analyst and a member of the New York Society of Security Analysts.
Noa Chait
Director of Compliance and Social Media
Noa Chait
Director of Compliance and Social Media
Noa Chait joined Nardis in 2022. She is responsible for Nardis’ internal compliance and social media efforts. Born in New York, Noa is a dual US-Israeli citizen and served in the Israel Defense Force. She holds a Bachelor of Fine Arts from the New School of New York, with a focus on jazz vocals, graduating with honours, and is the recipient of the John and Alice Coltrane Award for Excellence. Noa resides is New York, and is embarking on a career as a jazz singer.
Valyntine Lonergan
Administration and Client Service Coordinator
Valyntine Lonergan
Administration and Client Service Coordinator
Valyntine Lonergan is a Client Service Associate dedicated to providing exceptional service and cultivating strong client relationships. Raised in the picturesque environment of Colorado, her passion for supporting others was nurtured by a family of entrepreneurs. She graduated in 2022 from the University of Denver, where her academic career was distinguished by her active engagement as an event coordinator and student mentor for the Denver Promise Scholarship Program. Valyntine brings a proactive approach to addressing challenges and a relentless focus on client satisfaction. With a specialized focus in finance, business law, and ethics, she is committed to driving positive outcomes and fostering long-lasting relationships.
Our Values
1
Trustworthiness
We make decisions purely based on our clients’ best interests, never pursuing ancillary incentives.
2
Flexibility
We stay on top of changing market conditions, and we are not afraid to change course when a new strategy better serves your goals.
3
Care
We treat our clients in a highly personalized manner, catering to individual visions, goals, time frames, and sensitivities. We believe that this boutique feel is our competitive edge over other advisory firms, which often ignore individual needs in favor of institutional interests.
4
Comprehensiveness
Nardis understands that a wide variety of life factors impact your financial strategy. We are therefore willing to extend our well-rooted network of legal, insurance, and accounting professionals to ensure that your financial needs are met.
Stay up to date and receive the latest from Nardis, with resources such as our monthly blog and access to complimentary webinars.
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