Our Team

 

Investment Policy Committee

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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

30 years of experience

Community Involvement

  • Trustee on the Board of the University at Buffalo Foundation
  • Sustaining director with the Buffalo Renaissance Foundation
  • Active member of YPO Gold in both New York and Palm Beach, Florida chapters
  • 43 North Professional Mentor

Fun Fact

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

 

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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 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.

Community Involvement

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.

 

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Nicholas 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

29 years of experience

Fun Fact

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

 

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Timothy D. Calkins, CFA

Senior Portfolio Manager/Director of Fixed Income

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Responsibilities

  • Portfolio Manager of Nottingham ESG Global All Asset and Balanced CITs
  • Member of Investment Policy Committee
  • Economic and Interest Rate Outlook
  • Fixed Income Portfolio Construction
  • Corporate and Municipal Credit Research/Trading

Education

  • Chartered Financial Analyst (CFA) designation
  • Certified Plan Fiduciary Advisor (CPFA) designation
  • Bachelor of Science degree in Finance from Canisius College

Experience

Over 17 years of experience in investment management, with a focus on Fixed Income

Community Involvement

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.

Fun Fact

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.

 

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Matthew J. Krajna, CFA

Director of Equity Research and Senior Portfolio Manager

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Responsibilities

  • Member of Investment Policy Committee
  • Investment Research and ETF Due Diligence
  • Strategic and Tactical Asset Allocation
  • Portfolio Management for Individuals and Institutions
  • 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, 2012
  • Chartered Financial Analyst (CFA) designation, 2015

Experience

9 Years of experience

Community Involvement

  • Canisius College Golden Griffin Fund Professional Mentor
  • CFA Society of Buffalo, Vice President and Program Chair
  • Adjunct Professor (Economics Department) at State University of New York at Buffalo

Fun Fact

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

 

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Michael Skrzypczyk

Trading Specialist

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Responsibilities

  • Responsible for managing daily trade order flow
  • Conducts pre and post trading analysis
  • Assists portfolio managers with investment research and due diligence

Education

State University of New York at Geneseo, 2017

  • Bachelor’s degree in Economics with a minor in Math
  • Graduated Summa Cum Laude with Honors

Fun Fact

Played division III soccer at Geneseo

 
 

Operations & Compliance

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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

26 Years of experience

 Fun Fact

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

 

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Kitty Mazurkiewicz

Chief Compliance Officer / Client Service Manager

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Responsibilities

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

Experience

Over 15 years experience

Fun Fact

Chairman of the 2000 Taste of Buffalo.

 

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Cara S. Bland

Operations Specialist

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Responsibilities

  • Opens new accounts and processes account transfers
  • Responsible for client service requests
  • Serves as liaison between advisors and financial institutions
  • Handles maintenance/storage of client information

Experience

18 years in financial industry

Fun Fact

Mother of 3 boys and an avid Chicago Cubs fan

 

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