Casey Bird
Edward Wilhelm
As Senior Portfolio Trader & Investment Analyst , Ed’s main responsibilities include research, fundamental analysis, and trading utilizing his previous experience interning at Spring Street Financial and Northwestern Mutual. Ed graduated from Siena College in 2022 where he received a Bachelor of Science degree in Finance and a minor in Data Science. He has completed…
Read MorePaolo LaPietra, CFP®
As a Wealth Advisor, Paolo focuses on wealth management and provides financial solutions designed to meet each client’s investment, education and retirement planning needs. Drawing on his financial planning experience, Paolo develops personalized solutions to address the complex needs of each client. Paolo also helps with investment analysis, portfolio strategies, trading operations and helps clients…
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