Chief Executive Officer
Bachelor’s Degree in Economics with a Minor in International Business from the State University of New York at Buffalo, 1989.
30 years of experience
Played 7 rounds of golf in one day to raise money for a charitable organization.
President and Chief Investment Officer
Bachelor’s degree in Finance from The College of William & Mary, 1990; MBA, Emory University, 1994; earned CFA designation in 2003.
Over 25 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.
Larry is very active in the greater Buffalo community, from coaching youth sports to volunteering on various professional and non-profit boards. He currently serves on the board of Catholic Health and is a past board member of the United Way of Buffalo and Erie County, Hauptman-Woodward Institute, Gateway-Longview, Inc., Buffalo Niagara Partnership and the CFA Society of Buffalo, where he served two terms as President. Larry is an adjunct professor at the Canisius College Wehle School of Business and was a member of the Leadership Buffalo class of 2005.
Larry and his wife have three children. He enjoys cycling, skiing and has completed multiple triathlons.
Vice President/Portfolio Manager
Bachelor’s degree in Economics from the State University of New York at Buffalo, 1989. Earned CFP designation in 2015.
29 years of experience
Visited 17 countries on 4 continents and climbed to the top of the Harbour Bridge in Sydney, Australia.
Senior Portfolio Manager/Director of Fixed Income
Over 17 years of experience in investment management, with a focus on Fixed Income
Serving as a Golden Griffin Fund (GGF) mentor keeps Tim connected to Canisius College and its students. He currently serves as Membership Director for the CFA Society of Buffalo, and is a past board member of the CFA Society of Rochester, the John F. Wegman Fund, The Friends of The Rochester Public Library, The Greater Rochester Community of Churches (GRCC), and other WNY organizations.
A veteran of many family trips to Disney, and a member of the Disney Vacation Club (DVC), Tim is always happy to share his vacation planning expertise with clients. A recent trip included 14 family members staying in an Animal Kingdom Savanna-View Grand Villa.
Director of Equity Research and Senior Portfolio Manager
9 Years of experience
Climbed Gray’s Peak (14,270’), one of 53 “Fourteeners” in the state of Colorado.
Senior Trader / Associate Portfolio Manager
State University of New York at Geneseo, 2017
Played division III soccer at Geneseo
Director of Operations
Bachelor’s degrees in Business Administration from The State University of New York at Oswego, 2011
7 Years of experience working for State Street, Putnam Investments and Manulife Investment Management
Nick is an avid fisherman. He has fished from Florida to Alaska and many places in between. Last summer he caught a 380lb tuna.
Bachelor’s degree in Economics, State University of New York at Buffalo, 2016
Started a specialty cookie business while in college that was featured on the cover of the Buffalo Magazine
26 Years of experience
1 of 13 brothers and sisters, which makes for interesting family parties and holidays.
Chief Compliance Officer / Client Service Manager
Over 15 years experience
Chairman of the 2000 Taste of Buffalo.
18 years in financial industry
Mother of 3 boys and an avid Chicago Cubs fan