Meet your team

We're Hiring


Craig Cairns,

Mary Lisa Sisson
Vice President,
Director of Client Service

Casey Ryan,
Vice President,
Senior Portfolio Manager

Emily Lambert, IACCP®
Vice President, Operations
and Chief Compliance Officer


Dylan Potter, CFP®,
Vice President, Portfolio Manager



Sarah Swan,
Vice President,
Portfolio Manager

John Trentacoste,
Senior Fixed Income Analyst

Billy Cooper, CFP®
Financial Planner


Elizabeth Perry,
Portfolio Operations Manager

Eric Udvari, CFP®, AAMS®
Portfolio Manager

Brett Boyer, CFA
Equity Analyst


Ryan Tomko, CFP®
Portfolio Manager


Charity Willett,
Fixed Income Associate

Greg Farrell
Vice President,
Senior Portfolio Manager


Nancy Sutton,
Senior Client Service Manager



Brian Lester, CFA
Director of Equities


Karen Spinello,
Administrative Assistant


Todd Artwell,
Director of Fixed Income


Mark Thompson,
Equity Analyst

We’d love to hear
from you.

[email protected]

(585) 325 4140

120 East Avenue, Rochester, New York 14604