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Family Offices
Rochester, NY
Wealth management for individuals, families, business owners, and non-profits — and investment solutions for financial professionals and consultants.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
Candidate family office with no filing identifier. Treat the facts on this page as unverified.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Nicole Kingsley Brunner | Chief Growth Officer | leadership | senior | n/a | yes | fact |
| Andrew Martin | Senior Investment Analyst | Direct investments | unknown | n/a | yes | fact |
| Veronica Van Nest, JD | Director of Trust Services | leadership | senior | n/a | yes | fact |
| Crysten Parker | Managing Director of Specialized Wealth Services | leadership | senior | n/a | yes | fact |
| David Sutton | Relationship Manager | leadership | senior | n/a | yes | fact |
| Jennifer Milberger | Vice President of Wealth Initiatives | leadership | senior | n/a | yes | fact |
| Dawn Novak | Relationship Manager | leadership | senior | n/a | yes | fact |
| Gregory Holden | President, Wealth Management & Institutional Advisory | leadership | senior | n/a | yes | fact |
| Paul Battaglia | President & Chief Financial Officer | leadership | senior | n/a | yes | fact |
| Annleah Jones Culberson | Relationship Manager | leadership | senior | n/a | yes | fact |
| Kelly Covley | Senior Investment Analyst | Direct investments | unknown | n/a | yes | fact |
| Christine Therrien | Trust Officer | leadership | senior | n/a | yes | fact |
| Katelyn Whitney | Relationship Manager | leadership | senior | n/a | yes | fact |
| Karen Zugibe | Trust Compliance & Service Manager | operations | unknown | n/a | yes | fact |
| Amelia Gage | Trust Officer | leadership | senior | n/a | yes | fact |
| Kimberly Soles | Relationship Manager | leadership | senior | n/a | yes | fact |
| Seth Truesdell | Relationship Manager | leadership | senior | n/a | yes | fact |
| Veronica Van Nest | Director of Trust Services | leadership | senior | n/a | yes | fact |
| Ethan McKenney | Chief Client Experience Officer | leadership | senior | n/a | yes | fact |
| Scott Morabito | Chief Operating Officer | operations | unknown | n/a | yes | fact |
| Brian Rice | Relationship Manager | leadership | senior | n/a | yes | fact |
| Dana Vosburgh | Managing Director of Specialized Wealth Services | leadership | senior | n/a | yes | fact |
| Austin Hardy | Relationship Manager | leadership | senior | n/a | yes | fact |
| Christopher Petrosino | Head of Investments | Direct investments | unknown | n/a | yes | fact |
| Christina Drain, CPA | Vice President/Director, Defined Contribution Services | leadership | senior | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Veronica Van Nest (Director of Trust Services), Seth Truesdell (Relationship Manager), Ryan Hohensee (Relationship Manager), Paul Battaglia (President & Chief Financial Officer), Mark Ricci (Relationship Manager), Kimberly Soles (Relationship Manager), Kelly Covley (Senior Investment Analyst), Katelyn Whitney (Relationship Manager), Karen Zugibe (Trust Compliance & Service Manager), Jill Avila (Client Service Manager), Dawn Novak (Relationship Manager), Dana Vosburgh (Managing Director of Specialized Wealth Services).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan