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Meet your team

We're Hiring

 

Craig Cairns
President

Mary Lisa Sisson
Vice President,
Director of Client Service

Casey Ryan
Vice President,
Senior Wealth Manager

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

 

Dylan Potter, CFP®
Vice President, Wealth Manager

 

 

Sarah Swan, CFP®
Vice President,
Wealth Manager

 

Elizabeth Hutton
Portfolio Operations Manager

Eric Udvari, CFP®, AAMS®
Wealth Manager

Brett Boyer, CFA
Equity Analyst

 

Nancy Sutton
Senior Client Service Manager

John Trentacoste
Senior Fixed Income Analyst

 

 

 

 

 

Brian Lester, CFA
Director of Equities

 

Todd Artwell
Director of Fixed Income

 

 

 

 

 

 

Greg Farrell
Vice President,
Senior Wealth Manager

 

Karen Spinello
Receptionist,
Administrative Assistant

 

Charity DiCola
Fixed Income Associate

Vince Carson, CPA
Financial Planner

 

Ryan Tomko, CFP®
Wealth Manager

 

Elizabeth Koch
Marketing Manager

 

 

 

 

 

Mark Thompson
Equity Analyst

We’d love to hear
from you.

[email protected]

(585) 325 4140

120 East Avenue, Rochester, New York 14604