Catherine E. Buck, CFP®
Catherine (Katie) is a CERTIFIED FINANCIAL PLANNER™ professional. She enjoys working with clients on the financial planning process and supports our marketing director, tax team members, and facilitates firm-wide engagement Katie received her Bachelors of Science (B.S.) from St. Lawrence University in 2020, with a double major in Statistics and Business in the Liberal Arts.…
Read MoreJamie 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 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 MoreCasey 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 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 MoreEmily Schultz
Emily is a Capital Region native who brings valuable experience from her time as a Grant Analyst at Hudson Valley Community College. She earned her B.A. in Preparedness, Homeland Security, and Cybersecurity with a minor in Communications from the University at Albany, and has a Paralegal Certificate. Emily currently resides in the area with her…
Read More