Jamie N. Durkee
Jamie is a member 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 MoreShelley Betor
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 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 MoreJohn Millet, CPA
John has been by Steve’s side for the past 12 years acting as President of his sister company, Bouchey and Clarke Benefits until it sold on December 31, 2021. He then joined Bouchey Financial Group as Chief Operating Officer, Chief Financial Officer and Vice President. John has over 30 years’ experience in the financial sector…
Read MoreMartin X. Shields, CFP®, AIF®
In his role as Chief Wealth Advisor, Marty mentors the firm’s wealth managers and works with clients on their financial planning and investment management. He also leads the firm’s 401(k) / 403(b) service and serves on the Executive, Financial Planning, & Investment Committees of the firm. Marty has been with Bouchey Financial Group for more…
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…
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