Financial Advisor | Financial Services

Meet Our Team

Joseph Geis

Senior Vice President – Wealth Management

(518) 730-3143

Joseph C. Lindner, CFP®

Vice President – Senior Wealth Advisor

(518) 730-3146

Robert J. Kovacs, CFP®

Vice President – Senior Wealth Advisor

(518) 730-3145

Scott Solomon

Vice President - Senior Wealth Advisor

(518) 730-3148

Bradley Bonfante

Wealth Consultant

(518) 730-3141

Eóin Carroll

Senior Wealth Consultant

(518) 730-3144

Kiere David Neulander, CFP®

Senior Wealth Consultant

(518) 899-0054

Philip T. Cortese

Senior Wealth Consultant

(518) 730-3149

Crystal Sill

Wealth Operations Coordinator

Elizabeth Eckler

Wealth Operations Specialist

Lindsey Pelerin

Wealth Operations Specialist

Carrie Deutsch

Wealth Operations Specialist

Thomas Brown, CFP®

Vice President - Senior Wealth Advisor

(518) 464-9974

Best Places to Work

We're proud to celebrate being named one of the 2024 Best Places to Work in the Capital Region by the Albany Business Review for the 12th consecutive year!

Get in Touch with Our Team

Contact us today to learn more about our services and how we can help you pursue your financial goals. We are here to help you find solutions for each stage of your life.

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