Experience

Tompkins Financial Advisors

• United States
• Financial Services
• 1 - 100 Employee

• SVP, Chief Investment Officer

  • Aug 2019 - Present

  Chair of Investment Committee, responsible for overall TFA investment process Chair of Investment Committee, responsible for overall TFA investment process



Canandaigua National Bank & Trust

• United States
• Financial Services
• 300 - 400 Employee

• CNB Wealth Management - Senior Vice President, Senior Investment Strategist

  • Mar 2018 - Aug 2019

  Genesee Valley Trust (GVT) and Canandaigua National Bank & Trust (CNB) have worked together for many years. Effective March 1, 2018, GVT & CNB Wealth Strategies Group have joined together as CNB Wealth Management to bring you the collective breadth of our wealth solutions, provided by a team of experienced, non-commissioned, credentialed professionals not commonly available within one organization. Genesee Valley Trust (GVT) and Canandaigua National Bank & Trust (CNB) have worked together for many years. Effective March 1, 2018, GVT & CNB Wealth Strategies Group have joined together as CNB Wealth Management to bring you the collective breadth of our wealth solutions, provided by a team of experienced, non-commissioned, credentialed professionals not commonly available within one organization.


Genesee Valley Trust Company
• United States
• Investment Management
• 1 - 100 Employee
• SVP & Chief Investment Officer

  • 2000 - Mar 2018