Chief Executive Officer
Bachelor’s Degree in Economics with a Minor in International Business from the State University of New York at Buffalo, 1989.
29 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 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.
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.
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.
28 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
Bachelor of Science degree in Finance from Canisius College; CFA Charterholder
Over 15 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 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.
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.
Strategic Relationship Manager
Bachelor’s degree in Finance from Canisius College, 2007, MBA from Canisius College, 2014.
12 Years of experience
Canisius College MBA Alumni Association Board Director
Drove across the country from Buffalo to San Francisco twice!
Senior Portfolio Manager
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.
8 Years of experience
Climbed Gray’s Peak (14,270’), one of 53 “Fourteeners” in the state of Colorado.
State University of New York at Geneseo, 2017
Played division III soccer at Geneseo
25 Years of experience
1 of 13 brothers and sisters, which makes for interesting family parties and holidays.
Chief Compliance Officer / Client Service Manager
Over 14 years experience
Chairman of the 2000 Taste of Buffalo.