Experience

Whitney & Company

• United States
• Retail Office Equipment

• Partner & Portfolio Manager

  • Jan 2020 - Present

• Senior Vice President & Portfolio Manager

  • Mar 2015 - Jan 2020

  Whitney & Company Investment Management is a Rochester based Registered Investment Advisor with $785 million in assets under management for 500 clients located across the country.


Canandaigua National Bank & Trust
• United States
• Financial Services
• 300 - 400 Employee
• Vice President - Investment Officer

  • Nov 2013 - Mar 2015


Canal Front Capital Management

• Chief Investment Officer & Managing Member

  • Nov 2011 - Jun 2013

  Co-founder and principle investment professional at Canal Front Capital Management. Oversaw every aspect of the business, including formation, portfolio management of the fund, business development, client servicing, operations and compliance. Designed the strategy of the Fund from the ground up, raised initial capital, and launched Canal Front Contra Fund, LP. Co-founder and principle investment professional at Canal Front Capital Management. Oversaw every aspect of the business, including formation, portfolio management of the fund, business development, client servicing, operations and compliance. Designed the strategy of the Fund from the ground up, raised initial capital, and launched Canal Front Contra Fund, LP.



Cobblestone Capital Advisors, LLC.

• Financial Services
• 1 - 100 Employee

• Portfolio Manager & Sr. Equity Analyst

  • Jun 1999 - Oct 2011

  Joined Cobblestone Capital Advisors after graduation and spent twelve years continuously increasing responsibility. Ended tenure as a Portfolio Manager and Senior Equity Analyst. Portfolio Manager & Sr. Equity Analyst (2000 - 2011) Equity & Fixed Income Trader (2000 - 2005, 2007 - 2008) Portfolio Associate (1999 - 2000) Joined Cobblestone Capital Advisors after graduation and spent twelve years continuously increasing responsibility. Ended tenure as a Portfolio Manager and Senior Equity Analyst. Portfolio Manager & Sr. Equity Analyst (2000 - 2011) Equity & Fixed Income Trader (2000 - 2005, 2007 - 2008) Portfolio Associate (1999 - 2000)