Giving Back

Recognizing Marty Shields for Years of Dedication to the Ronald McDonald House Charities

By Catherine Buck | June 30, 2025

  Picture Left to Right: Dan Miller (Current RMHC Board Chair), Marty Shields, Kimmy Ventner (RMHC CEO)   Our Chief Wealth Advisor, Marty Shields, CFP®, was recently honored at the Ronald McDonald House Charities (RMHC) of the Capital Region annual dinner for his 9 years of board service with two of those as board chair. Marty…

CDPHP Workforce Team Challenge 2025

By Catherine Buck | May 16, 2025

  The 2025 Workforce Team Challenge is the largest running event in the Capital District and organized by Hudson-Mohawk Club HMRRC. It is a major fundraising event and this year Girl’s on the Run Capital Region and Unity House were the honored event charities. Scott, John, Katie, Shelley, Marty, Ed (not pictured), and Vinnie (not pictured) ran…

The Albany Business Review’s “Best Places to Work 2024” Award Ceremony

By Catherine Buck | December 13, 2024

Our team was recognized as one of the region’s Best Places to Work. This year’s theme was inspired by the whimsical world of Charlie and the Chocolate Factory, and just like Willy Wonka’s factory, we strive to create an environment full of creativity, fun, and endless opportunities for growth. A big thank you to everyone…

BFG Making Dinner for the Ronald McDonald House

By Catherine Buck | December 6, 2024

  Earlier this month, Marty, Shelley, Nicole, and Jamie volunteered to prepare dinner for families at the Ronald McDonald House (RMH). The group served baked chicken with pasta, broccoli, a build-your-own salad bar, and rolls, offering a comforting meal for those staying at the house. Each time our team volunteers, one of the RMH staff…

American Cancer Society ‘Red, White & Blue’ Party

By Lauren Bouchey | June 28, 2024

Members of the firm celebrated the start of the summer season at the American Cancer Society’s ‘Red, White & Blue’ Party on June 21st, held at the Saratoga National Golf Club. We were honored to sponsor the event again this year, and team members John Millet, Vincenzo Testa, Ed Wilhelm and Marty Shields enjoyed a…

Ronald McDonald House Charities of the Capital Region

By Catherine Buck | June 5, 2024

  Scott, Katie, Andrea, Shelley, and Nicole volunteered to make dinner for the Ronald McDonald House (RMH) on Tuesday. The group prepared a “make your own” taco-Tuesday buffet for the families staying at the house. The RMH provides a warm and comforting home away from home when a child is facing serious medical issues. The…

Alzheimer’s Association: An Evening to End Alzheimer’s

By Catherine Buck | May 20, 2024

      Members of our team attended the Alzheimer’s Association’s ‘An Evening to End Alzheimer’s’ Gala at the Rivers Casino in Schenectady. The event was held in memory of John Marcantonio. His friends and family shared how John made individuals feel as if they were the most important person in the room. Although he…