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 Assistant


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