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

Thomas M. Farace, Esq., CPA, CFP®
Chief Operating Officer
585-263-1447

Stephen G. Green, CFP®
Senior Wealth Advisor
585-263-1443

Scott M. Lefebre, CPA
Wealth Advisor
585-263-1337

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

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

G. Joseph Votava, Jr., Esq., CPA/PFS, CFP®
President and Chief Executive Officer
585-263-1442