About Us

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Bill has 30+ years of experience in the financial industry including

working as:

• Managing Partner & Founder of a Registered Investment Advisory Firm
• Portfolio Head for the NY Branch of a German bank
• Trader and Portfolio Manager for Morgan Stanley
• Trader and Portfolio Manager for CIGNA Insurance Company
• Tax & Financial Analyst for CIGNA Insurance Company, &
• An Accountant for Arthur Andersen & Co.

Bill has an MS in Professional Accounting from the University of Hartford & a BA in Mathematics & Computer Science from Hamilton College. 

He is a Chartered Financial Analyst (CFA) and completed the

Certified Public Accounts Exam.

Bill has provided financial advisory & investment management

services for:

• Individuals including Taxable and Retirement Accounts
• Irrevocable & Revocable Trusts
• Managed Trusts & Special Purpose Entities
• Bank Portfolios & Liabilities
• Mutual Funds
• Insurance Portfolios & their Segregated Accounts, &
• Charitable Entities

• Bill and his wife Julie are parents of four boys
• Bill is long time youth coach for lacrosse, soccer, basketball, & swimming
• In his free time Bill enjoys playing golf and spending time with his family

• Bryan works as Associate Wealth Advisor and has 15+ years of work experience in client-facing roles
• Bryan has a B.S. from Wentworth Institute of Technology
• Bryan is a registered Life Accident and Health insurance agent in 5 states, providing Medicare Parts C & D, term life insurance, and disability insurance to his clients
• Bryan provides in-house tax preparation services

• Bryan served on Rome Historical Society Board of Trustees
• Bryan restores and repairs lighting as a side job
• Bryan has a green thumb but is allergic to the outdoors
• Bryan holds title of "Best Mini Golfer" amongst his brothers

• Karina has a B.S. in Business Administration and is pursuing a Masters in Data Analytics,  she works as our analyst and advisor support person
• Karina holds a Real Estate License in NYS and is working towards passing the Series 65 to become an Investment Advisor
• Karina is the oldest sibling in a family of 10, not including the family German Shepherd
• Karina loves to volunteer and show her dedication to the community, nurturing children at her church, Slavic Pentecostal
• Karina enjoys tennis and challenging herself to learn to play golf