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 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 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 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 MoreMartin X. Shields, CFP®, AIF®
Marty Shields joined Bouchey Financial Group in 2012 and is a valued member of the firm’s leadership team as well as a shareholder in the firm. As Chief Wealth Advisor, Marty mentors our team of wealth managers, sharing his deep expertise and helping them deliver exceptional guidance to clients while acting as their Personal Chief…
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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