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Personnel

Lawrence F. Dooley Jr.Lawrence F. Dooley, Jr., CFA
Securities Analyst / Portfolio Manager
617-310-4101

Anne B. Covert, CFPAnne B. Covert, CFP
Financial Advisor
585-263-1100

Thomas M. FaraceThomas M. Farace, Esq., CPA, CFP®
President and CEO
585-263-1447

Dimitrios (Jim) Manou, CPADimitrios (Jim) Manou, CPA
Financial Advisor
585-263-1443

Todd P. MazzoTodd P. Mazzo
Portfolio Manager
585-263-1453

Jason S. Nicholson, CPAJason S. Nicholson, CPA
Financial Advisor
585-263-1337

E. Thomas O'hara Jr.E. Thomas O'Hara, Jr., CFA
Chief Investment Officer
617-310-4100

A. Christine TshudyA. Christine Tshudy, CFA
Securities Analyst / Portfolio Manager
617-310-4102

Michael A. Tullio, CPAMichael A. Tullio, CPA
Chief Operating and Compliance Officer
585-263-1442