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
Ryan Bouchey joined Bouchey Financial Group in 2012, but in many ways, he has been part of the firm his entire life—watching firsthand as his father, Steve, built and grew the company over the years. Today, Ryan serves as both Chief Investment Officer and Chief Strategic Officer and is a key member of the firms…
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 Visionary of Bouchey Financial Group, I’ve had the privilege of guiding the firm’s strategic direction and values since its founding in 1990. Early on, I made the decision to act as a fiduciary—eliminating commissions and embracing a fee-only model in 1993, well before it became the industry standard. That choice reflected a…
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