Casey Bird
Edward Wilhelm
As our Portfolio 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 his SIE and Bloomberg…
Read MoreRyan Bouchey, CFP®, CPA
I’m excited and grateful to be a part of the wonderful team here at Bouchey Financial Group. My passion lies in helping others find comfort with their finances and successfully fulfilling their long-term financial goals. Each client situation is unique, and it’s truly an honor getting to know a client and their family well enough…
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…
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…
Read MoreSteven B. Bouchey, CFP®
As President and CEO, Steve is responsible for working with individuals, families and businesses on their financial planning and investment management as well as providing the strategic direction for the firm and leading the firm’s investment committee. Steve has helped manage clients’ wealth since 1986 and is a well-known speaker and often quoted media source…
Read More