Western New York Team

Meet the Western New York Team

James Sperry

James Sperry, PhD, MBA+

Senior Vice President
Managing Director

ANTHONY L. GUGINO

Anthony L. Gugino, CFP®+

Executive Vice President
Senior Wealth Advisor

Geoff Blyth

Geoff Blyth

Senior Vice President
Chief Investment Officer
Portfolio Manager

Lauren Kolb

Lauren Kolb, CWS®

Senior Vice President
Senior Wealth Advisor

Megan E. Burke

Megan E. Burke, CFP®+

Vice President
Senior Wealth Advisor

Lynn M. Carleton

Lynn M. Carleton

Vice President
Trust Officer













Delia Donaghy

Wealth Management Associate

Perla DiazPerla M Diaz

Wealth Management Associate

JOHN KNISLEY

John Knisley

Financial Planner

Amanda Luebstorff

Wealth Management Associate

Joe Monteleone

Joe Monteleone+

Assistant Vice President
Wealth Advisor

Karen Quinn

Wealth Management Associate

Pamela Rudolph

Pamela Rudolph

Financial Advisor

Kathryn L. Shirer

Kathryn L. Shirer, CFP®+

Vice President
Senior Wealth Advisor

Travis R. White

Travis R. White+

Wealth Advisor