Angie 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 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 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 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 MoreSamantha B. Masey, CFP®
As a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Advisor at Bouchey Financial Group, I play an integral part in personalized financial planning and investment management for our clients. I am passionate about supporting clients on the financial journey to achieve financial security and success through personalized strategies that align with their unique goals.
Read MoreJulia McCabe
Julia McCabe serves as Brand & Communications Specialist and Executive Assistant at Bouchey Financial Group, where she plays a key role in shaping the firm’s voice and supporting its leadership. She is responsible for implementing firmwide branding and communication strategies, managing digital and community facing messaging, and helping ensure a consistent, high-quality client experience. In…
Read MoreJohn Millet, CPA
John Millet has been by Steve’s side since 2009, bringing over three decades of leadership and financial expertise to Bouchey Financial Group. A trusted member of the firm’s leadership team, John plays an integral role in shaping the firm’s growth and operational excellence. Before joining Bouchey Financial Group, John served as President of our sister…
Read More