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


Perla DiazPerla M Diaz

Wealth Management Assistant


JOHN KNISLEY

John Knisley

Financial Planner




Amanda Luebstorff

Wealth Management Assistant


Joe Monteleone

Joe Monteleone

Assistant Vice President
Wealth Advisor


Karen Quinn

Wealth Management Assistant


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