Steven C. Brill ChFC, JD, LL.M—President
Prior to starting Clear Point Advisors Inc. in 1998 (formerly Steven Brill Advisors, Inc.,) Mr. Brill served as Associate Director, and then Director, of the Portfolio Advisory Services unit at Chase Manhattan Private Bank. In addition to management responsibilities at Chase, Mr. Brill personally managed client accounts and served as Chairperson of the Mutual Fund Selection Committee. Earlier during his tenure at Chemical (Chase) Private Bank, Mr. Brill served as a Senior Consultant in the Personal Financial Advisory group and designed comprehensive financial plans for corporate executives and business owners.
Mr. Brill has extensive experience in the investment and financial services field, first working as a tax and legal advisor for Metropolitan Life Insurance Company from 1979 – 1984. He then served as acting director of the personal financial planning department at Dean Witter Reynolds during 1985 and 1986 before joining the Private Bank at Chemical Bank (JP Morgan Chase) as a financial and investment advisor during 1987.
Mr. Brill received a B.A. degree with honors from Boston University. He is admitted to practice as an attorney with the New York State Bar and holds a Masters in Law degree (LL.M) in Taxation from New York University. Mr. Brill also holds (or has held) various industry designations including the NASD Series 6, 7 and 63 licenses and the Chartered Financial Consultant and Chartered Life Underwriter designations. His professional biography has been listed in Who’s Who in Finance and Industry, Who’s Who in American Law, and Who’s Who in America.
Mr. Brill serves as Chairman of the not-for-profit agency, Community Housing Innovations, Inc. where he has been a Board member since 1994. CHI provides affordable housing to low and moderate families and individuals and employs more than 200 people in New York.
In 2013, Steven was ranked #1 in the East by the U.S. Tennis Association in his Men’s Senior division.
Barry E. Dampf —Managing Director
Prior to joining registered investment advisors Clear Point Advisors, Barry Dampf was a principal at the Registered Investment Advisor firm of Spielberger Dampf Brill & Levine LLC.
Earlier, Mr. Dampf served as a Vice President and Senior Portfolio Manager with Chase Private Bank’s Private Advisory Services (PAS) for 7 years. Mr. Dampf’s earlier career in Finance, Investments and Accounting was with a Big Six accounting firm where he specialized in Financial Services Companies. Mr. Dampf began his investment career in 1983 with Smith Barney Shearson as an Account Executive and Investment Specialist. Mr. Dampf graduated with a B.S. in Finance and Economics from the State University of New York at Albany and holds an M.B.A. in Accounting.
Barry earned the CPA designation in 1985 and is a current member of the New York State Society of Certified Public Accountants. (Barry is not currently practicing as a CPA.)
In 2013, Barry was appointed to the Board of Directors of the Guggenheim Investment Management firm’s Registered Investment Advisor Advisory Board. The Board is responsible for assisting Guggenheim in developing strategies and products that meet the needs of the RIA market place.
Barry lives on Long Island. He is married and has two children ages 16 and 14. He is an avid golfer, having achieved a single digit handicap. Barry also played competitive Ice Hockey.
Robert Levine – Director
Prior to joining Clear Point Advisors, Robert Levine was a principal at the Registered Investment Advisor firm of Spielberger Dampf Brill & Levine LLC. Earlier, Mr. Levine was a Senior Financial Analyst at The Long Island Savings Bancorp and a Finance Manager at the Jerry and Ketchum advertising agency. Formerly, Mr. Levine was the Operations Investment Manager of Chemical Private Bank’s Private Advisory Services Group (PAS.) Mr. Levine’s previous experience in Finance and Accounting was with Chemical Bank’s Internal Financial Audit Division.
Mr. Levine graduated with a B.B.A. in Banking and Finance and has completed coursework towards his M.B.A. in Finance at Hofstra University. In addition, Robert has completed the Boston University program for Financial Planners.
Robert is a member of the Financial Planning Association (FPA).