Partners & Sponsors

2017 Partner and Sponsor Information

 

GOLD PARTNERS

American Funds
Dave Keib

518-269-6368
The College Advisor of New York
Dr. Dean Skarlis
518-512-3021
Hartford Funds
Brett Sohns
607-434-2531 
MFS
Phil Martin
315-877-2450
1st Trust & Ameriprise Financial, Mirković Teal Group
Saša Mirković, CFP®, MBA, CRPC®
(518) 459 – 5500

 

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SILVER PARTNERS

Adirondack Funds
Alicia Lasch
 518-690-0470
New York Long-term Care Brokers
Kevin Johnson
 518-371-5522
Walthausen & Co LLC
Mark Hodge
 518-348-7217

 

BRONZE PARTNERS

Atlas Private Wealth Management
Greg Britton
518-482-5777
Fidelity Institutional Wealth Services
Amy Lynch
617-392-1260
Jackson National
Ross Darvin, CFS
518-937-2337
John Hancock Mutual Funds
Matt Sperazzo, Business Consultant
518-698-9546
KAFL
Ryan Meyer
(585) 271-6400 ext. 151
Oppenheimer Funds
Neev Crane
917-971-9794
SEI
Justin Goldman
610-676-3893
Halliday Financial
Howard Kibrick
518-463-2200
Homestead Funding Corp.
Drew Aiello
518-373-0814   x118
Shipp Financial
Mary Beth Hofmeister
518-462-5645