Our Team

Investment Policy Committee

Thomas S. Quealy, Jr.

Chief Executive Officer
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Responsibilities

  • Brings more than 25 years of investment experience to his role in leading the organization
  • Responsible for the strategic and operational leadership of the firm
  • Works closely with clients and financial advisor partners in the implementation of Nottingham Advisors investment strategies

Education

Bachelor’s Degree in Economics with a Minor in International Business from the State University of New York at Buffalo, 1989.

Experience

26 years of experience

Community Involvement

  • Board of the Buffalo Renaissance Foundation
  • 43 North Professional Mentor

Fun Fact

Played 7 rounds of golf in one day to raise money for a charitable organization.

Lawrence V. Whistler, CFA

President and Chief Investment Officer
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Responsibilities

  • Head of Investment Policy Committee
  • Portfolio Manager/Relationship Manager

Education

Bachelor’s degree in Finance from The College of William & Mary, 1990; MBA, Emory University, 1994; earned CFA designation in 2003.

Experience

Over 20 years of experience, including 10 years as a bond trader for Merrill Lynch Capital Markets in Los Angeles, CA & New York, NY prior to relocating to Buffalo in 2004.

Community Involvement

Larry has been very active in the greater Buffalo community, from coaching youth sports to volunteering to serve on professional and non-profit boards.  He is currently the returning President for the CFA Society of Buffalo and was previously President of the organization from 2007 to 2008.  Larry formerly served on the boards of Gateway-Longview, Inc., the Kaleida Health Foundation, Hauptman-Woodward Institute, United Way of Buffalo & Erie County and the Buffalo Niagara Partnership. He is an adjunct professor at the Canisius College Wehle School of Business. Larry was a graduate of the Leadership Buffalo class of 2005.

Fun Fact

Larry and his wife have three children. He enjoys cycling, skiing and has completed multiple triathlons.

Nick Verbanic, CFP

Vice President/Portfolio Manager
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Responsibilities

  • Member of the Investment Policy Committee
  • Design comprehensive financial plans for clients
  • Construct and manage investment portfolios to best meet client’s long-term investment needs
  • Identify and develop new client and advisor relationships
  • Frequent speaker on economic and investment themes at client events

Education

Bachelor’s degree in Economics from the State University of New York at Buffalo, 1989. Earned CFP designation in 2015.

Experience

26 years of experience

Fun Fact

Visited 17 countries on 4 continents and climbed to the top of the Harbour Bridge in Sydney, Australia.

Amy L. Fogle

Strategic Relationship Manager
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Responsibilities

  • Supports the firm in its sales and marketing focus to attract new relationships and retain existing ones
  • Contributes to maintaining and improving Nottingham’s overall client experience

Education

Bachelor’s degree in Finance from Canisius College, 2007, MBA from Canisius College, 2014.

Experience

9 Years of experience

Community Involvement

Canisius College MBA Alumni Association Board Director

Fun Fact

Drove across the country from Buffalo to San Francisco twice!

Matthew J. Krajna, CFA

Senior Portfolio Manager
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Responsibilities

  • Member of Investment Policy Committee
  • Investment Research and ETF Due Diligence
  • Investment Strategy
  • Trade Operations and Executions

Education

Bachelor’s degrees in Finance, Accounting, and Accounting Information Systems (AIS), with All-College Honors, Canisius College,2011; MBA in Accounting, Canisius College, 2011; earned CFA designation in 2015.

Experience

5 Years of experience

Community Involvement

  • Canisius College Golden Griffin Fund Professional Mentor
  • CFA Society of Buffalo Board Member
  • Adjunct Professor of Finance at Niagara University

Fun Fact

Climbed Gray’s Peak (14,270’), one of 53 “Fourteeners” in the state of Colorado.

Operations & Compliance

Karen A. Mohn

Chief Compliance Officer
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Responsibilities

  • Implement and administer all compliance reporting, testing and filing requirements
  • Oversee daily operations

Education

Bachelor’s degree in Finance from Canisius College, 1986.

Experience

29 years of experience

Fun Fact

Drove the beautiful “Road to Hana” in Maui

Denise M. Parylo

Executive Assistant
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Responsibilities

  • Support CEO, President and Portfolio Managers
  • Prepare marketing material, schedule and prepare portfolio review meetings with clients
  • Prepare and maintain all incoming invoices and expense reports as well as quarterly billing

Experience

22 Years of experience

 Fun Fact

1 of 13 brothers and sisters, which makes for interesting family parties and holidays.

Kitty Mazurkiewicz

Client Service Manager
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Responsibilities

  • Responsible for the new account process
  • Process client transaction requests
  • Maintain minimum cash requirements

Experience

Over 12 years experience

Fun Fact

Chairman of the 2000 Taste of Buffalo.

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