Meet Our Wealth and Investment Management Team

James G. Gould

President

Todd D. Green, CFA

Principal

Frederick J. Minges

Principal

Susan M. Burke, PHR

Vice President of Administration

Jeffrey D. Bradley, CIPM

Vice President of Operations & Compliance

Chris R. Mirrione, CFA

Chief Investment Officer

Christopher J. Brodhead

Principal & Chief Growth Officer

Andrew K. Kay, AIF

Client Advisor

Benton F. Kircher

Operations Analyst

Elizabeth A. Salamida

Receptionist

Heidi J. Walton

RFP Specialist

Holly D. Mergenhagen

Client Advisor

Jenna C. Haynes

Performance Analyst

Jeremy C. Ho, CFA

Portfolio Manager

Jessica J. Collins

Client Service Specialist

Jody J. Rossiter

Portfolio Manager

Julianna R. Carney, CPA

Performance & Operations Analyst

Justin A. Sansone, CPA, AIF

Client Advisor

Kevin G. Ruster, CFA

Portfolio Manager

Laurie E. McGrath

Client Service Specialist

Mary B. Borzilleri

Client Service Specialist

RJ Strickler

Senior Performance Analyst

Roshan Patel

Junior Portfolio Manager

Ryan D. Pettinella

Client Advisor

Samantha W. Bradley

Client Service Specialist

Timothy J. Tindall

Senior Client Advisor

Andrew K. Kay, AIF

Benton F. Kircher

Elizabeth A. Salamida

Heidi J. Walton

Holly D. Mergenhagen

Jenna C. Haynes

Jeremy C. Ho, CFA

Jessica J. Collins

Jody J. Rossiter

Julianna R. Carney, CPA

Justin A. Sansone, CPA, AIF

Kevin G. Ruster, CFA

Laurie E. McGrath

Mary B. Borzilleri

RJ Strickler

Roshan Patel

Ryan D. Pettinella

Samantha W. Bradley

Timothy J. Tindall

MANAGEMENT

James G. Gould

Todd D. Green, CFA

Frederick J. Minges

Susan M. Burke, PHR

Jeffrey D. Bradley, CIPM

Chris R. Mirrione, CFA

Christopher J. Brodhead

OUR TEAM

ROCHESTER

BUFFALO

ADDITIONAL LINKS