Partners & Sponsors

2023/2024 Partner and Sponsor Information

GOLD PARTNERS

Green Century Funds
Gigi Norcross


708-329-0459

MFS
Phil Martin


315-877-2450

The College Advisor of New York
Dr. Dean Skarlis


518-512-3021

SILVER PARTNER

Specific Solutions Inc 
AJ Long


716-867-2890

BRONZE PARTNERS

Adirondack Funds
Matt Reiner


518-690-0470

Advisors Insurance Brokers-New York LTC Brokers, Ltd. 
Bob Vandy


518-688-8105

American Funds
Dave Keib


518-269-6368

Bitwise Investments
Matt Hougan


774-994-0741

Calamos Investments
Paul Giovanniello


1-800-582-6959

Eaton Vance
Steven Pietricola

315-415-2188

Inspire Confidence Group

Sasa Mirkovic


518-459-5500

John Hancock Mutual Funds
Robert Barnes, SVP, Business Consultant


734-717-5795

KAFL
Lorrie Gibbons


585-271-6400 ext. 151

Transamerica
Matt Stephens, RVP and Matt Hennessey, RVP


734-717-5795

BRONZE LITE 

Natixis Investment Managers
Vic Howell, CAIA®


617-697-7304

SYMPOSIUM SPONSOR

Eddy SeniorCare
Mike Dickinson


518-788-7630