Team James Cerone * Managing Partner (585) 899-1200 (585) 899-1299 [email protected] Peter Owh, RICP * Managing Director (585) 899-1200 (585) 899-1299 [email protected] Frank Piacente * Vice President of Sales (585) 899-1200 (585) 899-1299 [email protected] Dan Rudd * Vice President of Sales (585) 899-1200 (585) 899-1299 [email protected] Karen Murray Administrative Office Manager (585) 899-1200 (585) 899-1299 [email protected] Steve Caruso * Director of Compliance & Supervision (585) 899-1200 (585) 899-1299 [email protected] Michelle Henner Recruiting Coordinator (585) 899-1200 (585) 899-1299 [email protected] Thomas McKay * Vice President of Adviser Development (585) 899-1200 (585) 899-1299 [email protected] Brad Champlin * (585) 899-1227 (585) 899-1299 [email protected] Richard Curtis * (585) 899-1200 (585) 899-1299 [email protected] Joseph Eduardo * (585) 899-1200 (585) 899-1299 [email protected] James Fischer (585) 899-1200 (585) 899-1299 [email protected] David Goodfellow * (585) 899-1200 (585) 899-1299 [email protected] Tony Murray * (585) 899-1200 (585) 899-1299 [email protected] Paul Provenzano * (585) 899-1200 (585) 899-1299 [email protected] Randy Schuster * (585) 899-1200 (585) 899-1299 [email protected] Christopher Sloan, MBA (585) 899-1200 (585) 899-1299 [email protected] Luke Stuart, CFP® (585) 899-1200 (585) 899-1299 [email protected] Elizabeth Teall, CFP (585) 899-1200 (585) 899-1299 [email protected] James Traylor * (585) 899-1289 (585) 899-1299 [email protected] Michael Underwood, CFP (585) 899-1200 (585) 899-1299 [email protected] Pam Baker, RICP * (585) 899-1200 (585) 899-1299 [email protected] Dan Biviano * (585) 899-1200 (585) 899-1299 [email protected] Gregory Herbison, MBA (585) 899-1200 (585) 899-1299 [email protected] Amanda Champlin * (585) 899-1200 (585) 899-1299 [email protected] Eli Bannister * (585) 899-1200 (585) 899-1299 [email protected] Adam Follmer * 585-899-1200 585-899-1299 [email protected] Jason Swartley * 585-899-1200 585-899-1299 [email protected] Jeremy Laursen * 585-899-1200 585-899-1299 [email protected] Kim Fornataro New Business Coordinator 585-899-1200 585-899-1299 [email protected] Levester Tucker 585-899-1200 585-899-1299 [email protected] Lisa Guarino Receptionist / Agency Administrative Assistant 585-899-1200 585-899-1299 [email protected] Michele Gregorius * 585.899.1200 585.899.1299 [email protected] Steve Smith * 585-899-1200 585-899-1299 [email protected]
