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Our Team

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9 team members found

Lawrence T. McGowan

Principal, Regional President, Upstate New York, Investment Advisor

Gerald T. Cole, CFA

Principal, Regional Managing Director of Investments

Magdalena Jaworska, CFA

Principal, Portfolio Manager, Fixed Income

Leo Mesa, CFP®

Principal, Private Client Advisor

Timothy J O’Shei, CFP®, AIF®, EA

Principal, Private Client Advisor

Daniel M. Toole

Principal, Investment Advisor

Sandra Dodson

Client Account Administrator

Kathleen A. Hauser

Operations Associate

Paige Kennedy

Client Account Administrator