Frisch Financial’s Partner and Chief Investment Strategist is Honored by the Long Island Business News


The Long Island Business News states that the Executive Circle Awards celebrate “senior level executives who consistently demonstrate remarkable leadership skills, integrity, values, vision, commitment to excellence, company performance, community service and diversity.” We are thrilled to announce that Jason Sacks, Partner and Chief Investment Strategist at Frisch Financial, is one of the 2020 Executive Circle Award Honorees.

“Having had the pleasure to work alongside Jason for many years, I can say that the Long Island Business News has made a great selection in honoring him with the Executive Circle Award,” states Joyce Streithorst, Director of Financial Planning.  “He cares deeply about finding ways to help other people achieve their dreams and truly wants to make the world a better place.  His contributions to Frisch Financial can be recognized in everything from client services and financial strategies to our company’s daily management.  I believe that his personal and professional values combined with his financial expertise make him the strong leader that our clients and co-workers alike have come to rely on.  All of us at Frisch are so proud of Jason and excited that he is receiving this well-deserved award!”  

From a young age, Jason found his passion in the stock market.  At age 12, he bought his first two shares of stock in Disney.  He was attracted to the idea of owning a piece of Mickey Mouse and Disney World.  He went on to earn a degree in Economics from the University of Delaware and spent the early years of his career developing his investment knowledge, financial strategies, and leadership skills.

Joining Frisch Financial in 2006 as a Senior Investment Analyst, he brought with him an extensive knowledge of mutual funds, stocks, fixed income, options, exchange-traded funds (ETFs), and investment portfolios. Since becoming Partner in 2010, Jason has guided Frisch’s overall investment strategy and takes great care in managing client relationships.

Jason states, “I truly enjoy being a key part of a company that puts our clients and their families first by offering high level unbiased investment management and financial planning.  I’ve had the opportunity to help thousands of people over the years.  There is nothing more satisfying than starting with a blank piece of paper and some ideas, then working with a client and co-workers to help achieve someone’s lifelong financial goals.”

As one of Frisch Financial’s leaders, Jason is known for being a strong advocate of a healthy work/life balance.  The current struggles of the global pandemic have rekindled Jason’s deep belief in finding creative solutions to support employee health and happiness. Additionally, as a way to give back to a profession that is on the front lines of this terrible virus, he spearheaded Frisch’s pro-bono nurse program designed to help nurses with their finances.

As the Long Island Business News recognizes Jason as a 2020 Executive Circle Award Honoree, it serves as an acknowledgement of the dedication to excellence he maintains.  In addition to his leadership role in the firm’s management and strategic business growth planning, his passion for helping people to accomplish their overall financial and life goals has been the driving force behind his success.

LIBN’s Executive Circle criteria can be found here: LIBN’s Executive Circle criteria.

About Us

Our mission is to help our clients protect, preserve, and enhance their wealth. We achieve this by combining our investment management expertise with our financial planning services. Our co-management approach offers customization of portfolios and client involvement. As a fee only advisor, we do not sell any products and therefore, provide unbiased advice. Our clients always come first.

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516.694.7900 (Long Island, NY)
813.639.7580 (Tampa, FL)
212.983.8444 (New York, NY)
914.696.0800 (White Plains, NY)
email@frischfinancial.com