LVW Advisors

Description

Address: 67 Monroe Ave, Pittsford, NY 14534 Phone: (585) 267-4900: Website: : Place name: : : Category: : : Hours: Website: http://www.lvwadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of LVW Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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LVW Advisors Employees

Employee
Years
Job
Industry
Marcin Ciolek Marcin Ciolek Buffalo/Niagara, New York Area Details
Marcin Ciolek's LVW Advisors Experience April 2015 - July 2015
Job AVP/Franchise Risk Architecture at Citi
Industry Financial Services
Experience
Citi  May 2015 - Present
Sparkle Cleaning LLC   December 2006 - Present
LVW Advisors   April 2015 - July 2015
LVW Advisors   July 2013 - April 2015
Citi  September 2012 - July 2013
Citi  June 2011 - August 2012
Campus Living Villages - Studio Green Apartments   January 2010 - October 2010
Citi  June 2010 - August 2010

Skills
Credit, Financial Risk, Banking, Finance, Portfolio Management, Entrepreneurship, Credit Risk, Business Relationship..., Management, Project Management, Property Management, Accounts Receivable, Accounts Payable, Microsoft Office, Financial Analysis, Financial Services, Fixed Income, Loans, Auditing, Trading, Investments, Equities, Mutual Funds, Operational Risk, Middle Office

Education
University of Delaware - Lerner College of Business and Economics   2008 — 2011
Bachelor of Science (B.S.), Finance and Economics minor

Western New England College   2007 — 2008
Bachelor of Science (B.S.), International Finance

Smyrna High School   2004 — 2007
High School Diploma, Honors and Business

Melissa Higgins Melissa Higgins Rochester, New York Details
Melissa Higgins's LVW Advisors Experience June 2012 - August 2013
Job Executive Adminstrative Assistant at Eastman Kodak Company
Industry Financial Services
Experience
Eastman Kodak Company  July 2015 - Present
Center for Emerging and Innovative Sciences   August 2013 - July 2015
LVW Advisors   June 2012 - August 2013
Eastman Kodak  March 1997 - June 2012

Skills
Lotus Notes, Outlook, Resourceful, Dependable, Confidentiality, Customer Service, Process Improvement, Easily Adaptable, Troubleshooting, Customer Satisfaction, Organization &..., Proactive self-starter, System Administration, Adobe Acrobat X Pro, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Great Plains Software, Digital Imaging, Salesforce.com, Junxure, NetMeeting, WebEx, SAP, Adobe Contribute, VentureSource, SmartRoom Virtual Data..., Six Sigma, Micropatent, Thomson Innovation, Online Research, Dun & Bradstreet

Education
Monroe Community College   1993 — 1996
Associate of Applied Science (A.A.S.), Office Technology/Secretarial Science - Legal

Dansville High School   1989 — 1992

Patrick Knapp Patrick Knapp Rochester, New York Details
Patrick Knapp's LVW Advisors Experience June 2015 - Present
Job Director of Research at LVW Advisors
Industry Investment Management
Experience
LVW Advisors   June 2015 - Present
LVW Advisors   February 2013 - June 2015
Invest-In Services   February 2008 - October 2012
Young Life  2005 - 2008

Skills
Asset Allocation, Investment Management, Manager Selection, Microsoft Excel, Bloomberg Terminal, Morningstar, PerTrac, Investments, Wealth Management, Mutual Funds, Portfolio Management, Investment Strategies, Asset Managment, Equities, Fixed Income, Equity Research, Series 7, Investment Advisory, ETFs, Wealth Management..., Portfolio Optimization, Fund Of Funds

Education
SUNY at Buffalo   2003 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General

State University of New York at Buffalo   2003 — 2006
Bachelor of Arts (B.A.), Psychology

Conner Boillat Conner Boillat Rochester, New York Area Details
Conner Boillat's LVW Advisors Experience July 2015 - Present
Job Private Wealth Analyst | Research Associate at LVW Advisors
Industry Financial Services
Experience
LVW Advisors   July 2015 - Present
Bloomberg LP  June 2014 - June 2015
University of Richmond  May 2013 - May 2014
Kinloch Golf Club  May 2013 - September 2013
LVW Advisors   May 2012 - August 2012
Convergent Wealth Advisors  May 2010 - August 2011
Morgan Stanley Smith Barney  June 2009 - September 2009

Skills
Bloomberg Terminal, Economics, Public Speaking, Leadership, Investments, Portfolio Management, Youth Mentoring, Finance, Microsoft Excel, Community Outreach, Microsoft Office, Wealth Management, PowerPoint, Research, Social Media, Fundraising, Spanish, Work Ethic, Problem Solving, Strategic Financial..., Financial Analysis, Financial Modeling, Trading, Corporate Finance, Financial Markets, Nonprofits, Data Analysis, Teamwork, Microsoft Word, Youth Leadership, Volunteer Recruiting, Time Management, Youth Ministry, Access

Education
2016 Level II Candidate in the CFA Program

University of Richmond   2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics, Class of 2014

McQuaid Jesuit HS   2005 — 2010

Mario Reto Mario Reto Greater Boston Area Details
Mario Reto's LVW Advisors Experience September 2012 - May 2013
Job Investment Banking Analyst at TM Capital
Industry Investment Banking
Experience
TM Capital Corp.  March 2015 - Present
JSB-Partners, LP  June 2014 - March 2015
Cobblestone Capital Advisors, LLC.   August 2013 - May 2014
Bausch + Lomb  May 2013 - August 2013
LVW Advisors   September 2012 - May 2013
United States Attorney's Office  August 2009 - August 2012

Skills
Entrepreneurship, Investments, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Investment Banking, Financial Modeling, Capital Markets, Valuation, Equity Trading, Capital IQ, Corporate Finance, FactSet, Options Strategies, Real Estate Private..., Mergers & Acquisitions, Wordpress, Equity Research, Model Portfolios, Web Development, HTML, QuickBooks, SEO, Modern Portfolio Theory

Education
Rochester Institute of Technology   2012 — 2014
Bachelor of Science (B.S.), Finance, Magna Cum Laude

Joe Faherty Joe Faherty Rochester, New York Details
Joe Faherty's LVW Advisors Experience December 2014 - Present
Job Investment Management Associate at LVW Advisors
Industry Financial Services
Experience
LVW Advisors   December 2014 - Present
Fayette Regional Health System  June 2014 - December 2014
Orleans Community Health/Medina Memorial Hospital  November 2012 - February 2014
ITT  August 2012 - November 2012
Constellation Brands  February 2012 - April 2012
Dresser-Rand  June 2011 - January 2012
Eastman Kodak  September 2010 - March 2011
Global Crossing  October 2009 - June 2010
University of Rochester  February 2007 - May 2009
Kodak  July 2006 - February 2007

Skills
Financial Reporting, Accounting, Analysis, Excel, Access, Financial Analysis, Problem Solving, PowerPoint, Financial Modeling, Corporate Finance, SAP, General Ledger, Payroll, VBA, SQL, Java, Microsoft Excel, Process Improvement

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2008 — 2011
MBA, Finance, Corporate Accounting

State University of New York College at Geneseo   2003 — 2005
BS, Business Administration

Adam Magee Adam Magee Rochester, New York Area Details
Adam Magee's LVW Advisors Experience 2015 - Present
Job COO at LVW Advisors
Industry Financial Services
Experience
LVW Advisors   2015 - Present
Cobblestone Capital Advisors   March 2007 - August 2015
Cobblestone Capital Advisors, LLC.   March 2000 - March 2008
Cobblestone Capital Advisors, LLC.   December 1997 - March 2000

Skills
Team Building, FinTech, Personal Financial..., Portfolio Management, Risk Management, Asset Management, Banking, Wealth Management, Financial Modeling, Securities, Management, Alternative Investments, Corporate Finance, Vendor Relationship..., Budgeting, IT Strategy, Regulatory Compliance, Process Improvement, Credit, Budgets, Strategy, Strategic Planning, Investments, Financial Analysis, Analysis, Leadership, Retirement Planning, Finance, Customer Service, Asset Allocation, Equities, Internal Controls

Education
St. John Fisher College   1995 — 1997
Master of Business Administration (MBA), Accounting and Finance

St. John Fisher College   1991 — 1995
Bachelor's degree, Accounting

Richard Van Kuren Richard Van Kuren Rochester, New York Area Details
Richard Van Kuren's LVW Advisors Experience October 2011 - Present
Job Senior Partner at LVW Advisors
Industry Financial Services
Experience
LVW Advisors   October 2011 - Present
Convergent Wealth Advisors  August 2008 - October 2011
Citi Institutional Consulting   June 1996 - August 2008

Education
SUNY Fredonia   1986 — 1990
BS, Finance

Kevin Rankin Kevin Rankin Rochester, New York Details
Kevin Rankin's LVW Advisors Experience October 2011 - May 2013
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   June 2013 - Present
LVW Advisors   October 2011 - May 2013
Convergent Wealth Advisors  September 2010 - October 2011
First American Equipment Finance  May 2009 - January 2010
Midwest, Inc.   October 2006 - April 2009
Northwestern Mutual Financial Network  January 2006 - July 2006

Skills
Investments, Financial Analysis, Portfolio Management, Finance, Strategic Financial..., Financial Modeling, Credit, Asset Managment, Loans, Valuation, Banking, Insurance, Corporate Finance, Credit Analysis, Accounting, Asset Allocation, Asset Management, Financial Planning

Education
St. John Fisher College   2004 — 2006
Management, Finance, Financial Planning

Matthew Machucki Matthew Machucki Greater New York City Area Details
Matthew Machucki's LVW Advisors Experience April 2015 - Present
Job Research Associate at LVW Advisors
Industry Financial Services
Experience
LVW Advisors   April 2015 - Present
BWG Strategy LLC  November 2014 - March 2015
GUC International   June 2012 - September 2012
North American Prospect Showcase   December 2009 - January 2011

Skills
Microsoft Office, Social Networking, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Finance, Research, Customer Service, Public Speaking, Outlook, Social Media, Photoshop, Teamwork, Event Planning, Leadership, Marketing, Strategy, Management, Sales, Business Development

Education
University of Pennsylvania   2008 — 2013
Bachelor of Arts (B.A.), Philosophy, Political Science, and Economics-Concentration in Globalization and Economic Development, Graduate

University of Pennsylvania   2008 — 2013
Bachelor of Arts, Philosophy, Political Science, and Economics- Concentration in Globalization/ Economic Development

Salisbury School   2006 — 2008

Salisbury School   2006 — 2008