Our Team

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

28 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.

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.

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

27 years of experience

Fun Fact

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

Responsibilities

• Member of Investment Policy Committee
• Corporate and Municipal Credit Research/Trading
• Economic and Interest Rate Outlook
• Fixed Income Portfolio Construction

Education

Bachelor of Science degree in Finance from Canisius College; CFA Charterholder

Experience

Over 15 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 a board member for the CFA Society of Buffalo, and is a past board member of the CFA Society of Rochester, the John F. Wegman Fund, Friends of The Rochester Public Library, 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. His most recent planned trip includes 14 family members staying in an Animal Kingdom Savanna-View Grand Villa.

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

11 Years of experience

Community Involvement

Canisius College MBA Alumni Association Board Director

Fun Fact

Drove across the country from Buffalo to San Francisco twice!

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

7 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.

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

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

31 years of experience

Fun Fact

Drove the beautiful “Road to Hana” in Maui

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

24 Years of experience

 Fun Fact

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

Responsibilities

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

Experience

Over 14 years experience

Fun Fact

Chairman of the 2000 Taste of Buffalo.