Meet your team

We're Hiring

 

Craig Cairns,
President

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,
Receptionist,
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