Lauren A. Bouchey
As Client Concierge at Bouchey Financial Group, Lauren acts as a liaison between clients and theadvisory team. Additionally, Lauren helps coordinating charitable giving and special events for the firm. She is also a part of the marketing team, helping to implement social media and marketing initiatives. Lauren graduated from Stonehill College in 2011 with a Bachelor of Arts in English Literature. Aftergraduation she moved to Boston, MA and…
Read MoreAngela Scesny
As Director of Client Services, Angela manages the administrative staff and back office operations with incredible attention to detail and intense client focus. She has more than 25 years of customer service experience in which she developed her exceptional, client first attitude and has been with Bouchey Financial Group since 1998.
Read MoreAndrea Gearing
Andrea is a member of the Client Services team; she has a keen eye for detail and is a proven team participant. Andrea joined the team in 2019 and has over 18 years of office management experience. Andrea is a 3rd generation native of Saratoga Springs. She enjoys outdoor activities and is a certified instructor of the Professional Ski Instructors of America.
Read MoreAngie Gavin
As the firm’s Client Concierge, Angie works with clients to handle all of their service requests and coordinate the operations of the office. Angie has been a team member since January 2004 and has more than 25 years of corporate management experience.
Read MoreJamie N. Durkee
Jamie is a member of the Client Service Team; she is extremely detail oriented and truly enjoys working with clients and team members. Jamie graduated with a Bachelor’s degree from Castleton University where she was a member of the Women’s Volleyball team. Soon after, Jamie then received a Master’s in Sports Management from Northern Illinois…
Read MoreShelley Mamone
Shelley is a member of the Client Services team; she brings 4 years of experience as an Accountant withUltimus LeverPoint where she managed client relationships across the northeast, focusing on Real EstatePrivate Equity Funds. As a strategic and critical thinker, Shelley is excited to work alongside her teammembers and use her expertise to assist clients…
Read MoreDavid W. Clarke
David Clarke joined the firm in the fall of 2020 and holds two roles as our Director of Operations and Chief Compliance Officer. He focuses on maintaining the firm’s Fiduciary Compliance Program, identifying new technology enhancements and staying abreast of Operational Developments within the Registered Investment Advisory industry. Prior to joining the firm he worked…
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