Meet the Western New York Team
James Sperry, PhD, MBA
Senior Vice President
Managing Director
Anthony L. Gugino, CFP®
Executive Vice President
Senior Wealth Advisor
Geoff Blyth
Senior Vice President
Chief Investment Officer and Strategist
Lauren Kolb, CWS®
Senior Vice President
Wealth Advisor
Megan E. Burke, CFP®
Vice President
Wealth Advisor
Kathryn L. Shirer, CFP®
Vice President
Wealth Advisor
John Knisley
Assistant Vice President
Senior Financial Planner
Joe Monteleone
Assistant Vice President
Wealth Advisor
Greg Garone
Wealth Advisor
Michael Lawhead
Senior Portfolio Manager
Amanda Luebstorff
Wealth Management Assistant
William Lyons
Financial Planning Specialist
Karen Quinn
Wealth Management Assistant
Brigitte Sananikone
Wealth Management Assistant
Abigail Selby
Wealth Management Assistant
Pamela Rudolph
Financial Advisor
Serena Compitello
Assistant Vice President
Trust Counsel
Samantha Ernest
Trust Assistant
