The Team

Meet Your Team.

Craig Cairns

Craig Cairns

President

TODD ARTWELL

TODD ARTWELL

FIXED INCOME SENIOR STRATEGY MANAGER

STEFAN ASTHEIMER

STEFAN ASTHEIMER

VICE President, STRATEGY

BRETT BOYER

BRETT BOYER

JUNIOR EQUITY ANALYST

BILLY COOPER

BILLY COOPER

INVESTMENT MANAGEMENT PLANNER

GREG FARRELL

GREG FARRELL

VICE President, SENIOR PORTFOLIO MANAGER

EMILY LAMBERT

EMILY LAMBERT

VICE President, OPERATIONS MANAGER

STEVEN MACNAMARA, CFA

STEVEN MACNAMARA, CFA

DIRECTOR OF EQUITIES

ELIZABETH PERRY

ELIZABETH PERRY

PORTFOLIO OPERATIONS MANAGER

DYLAN POTTER, CFP®

DYLAN POTTER, CFP®

VICE PRESIDENT, PORTFOLIO MANAGER

CASEY RYAN

CASEY RYAN

VICE President, SENIOR PORTFOLIO MANAGER

MARY LISA SISSON

MARY LISA SISSON

VICE President, DIRECTOR OF CLIENT SERVICE

KAREN SPINELLO

KAREN SPINELLO

RECEPTIONIST, ADMINISTRATIVE ASSISTANT

NANCY SUTTON

NANCY SUTTON

SENIOR CLIENT SERVICE MANAGER

SARAH SWAN

SARAH SWAN

VICE President, CLIENT EXPERIENCE

MARK THOMPSON

MARK THOMPSON

EQUITY ANALYST

RYAN TOMKO, CFP®

RYAN TOMKO, CFP®

PORTFOLIO MANAGER

JOHN TRENTACOSTE

JOHN TRENTACOSTE

DIRECTOR OF FIXED INCOME

CHARITY WILLETT

CHARITY WILLETT

FIXED INCOME ASSOCIATE

We’d love to hear
from you.

(585) 325-4140

120 east avenue, rochester, new york 14604