Meet your team.

We're Hiring


Craig Cairns,

Mary Lisa Sisson
Vice President,
Director of Client Service

Casey Ryan,
Vice President,
Senior Portfolio Manager

Billy Cooper, CFP®
Financial Planner

John Trentacoste,
Director of Fixed Income

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

Brett Boyer,
Equity Analyst


Ryan Tomko, CFP®
Portfolio Manager


Charity Willett,
Fixed Income Associate

Greg Farrell
Vice President,
Senior Portfolio Manager

Brian Lester, CFA
Director of Equities


Karen Spinello,
Administrative Assistant


Todd Artwell,
Senior Fixed Income Analyst


Nancy Sutton,
Senior Client Service Manager


Elizabeth Perry,
Portfolio Operations Manager


Dylan Potter, CFP®,
Vice President, Portfolio Manager



Sarah Swan,
Vice President, Marketing


Mark Thompson,
Equity Analyst

We’d love to hear
from you.

(585) 325-4140

120 east avenue, rochester, new york 14604