Jamie N. Durkee
Jamie is the Co-Director 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 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 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 Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional, I am dedicated to helping individuals and families navigate life’s financial complexities with clarity and confidence. I specialize in working with retirees and those approaching retirement, guiding them through critical decisions around income planning, tax strategies, and preserving wealth for future generations. My approach is rooted…
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 More