M. Griffith Investment Services, Inc.

Industry: Company

Description

Founded: 1947 Parent organization: Robert W. Baird & Co. Subsidiary: M. Griffith Investment Services, Inc., Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportM Griffith Investment Services IncWebsiteDirections Saved (0) Saved Save Financial planner in Oneida County, New York Address: 555 French Rd, New Hartford, NY 13413 Hours: Open ⋅ Closes 5PM Monday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (315) 797-0130Website: Category: : : : Place name: : : : Website: http://www.mgriffithinc.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. Questions & answers Ask a question See all questions (1) Popular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 2 PM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of M Griffith Investment Services Inc Posting publicly on the Web Write a review Reviews Be the first to review

M. Griffith Investment Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at M. Griffith Investment Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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M. Griffith Investment Services, Inc. Employees

Employee
Years
Job
Industry
Stephanie Martelli, QPA, QKA Stephanie Martelli, QPA, QKA Utica, New York Details
Stephanie Martelli, QPA, QKA's M. Griffith Investment Services, Inc. Experience March 2004 - August 2007
Job Conversion Specialist at BPAS
Industry Financial Services
Experience
BPAS  March 2009 - Present
CoughlinGiambrone, LLC   September 2007 - January 2009
M. Griffith Investment Services, Inc.   March 2004 - August 2007

Skills
Notary Public, QKA (Qualified 401(k)..., QPA (Qualified Pension...

Education
Rutgers, The State University of New Jersey-New Brunswick   1996 — 2001
Bachelor of Science (BS), Mathematics and Psychology

Camden High School   1992 — 1996
High School Diploma, General Studies

Mary Gurtowski Mary Gurtowski New Hartford, New York Details
Mary Gurtowski's M. Griffith Investment Services, Inc. Experience December 2002 - Present
Job Financial Consultant at M. Griffith Investment Services, Inc.
Industry Financial Services
Experience
M. Griffith Investment Services, Inc.   December 2002 - Present

Skills
Financial Services, Investments, Mutual Funds, Retirement Planning, Series 7, Wealth Management, Retirement, Securities, Series 63, Portfolio Management

Education
State University of New York Institute of Technology at Utica/Rome   1999 — 2001
BA, Business/Public Management

Onondaga Community College   1997 — 1999
Associate of Arts and Sciences (AAS)

::Cathy Cucharale ::Cathy Cucharale Utica, New York Area Details
::Cathy Cucharale's M. Griffith Investment Services, Inc. Experience March 1998 - Present
Job Chief Operating Officer and Chief Compliance Officer at M. Griffith Investment Services, Inc.
Industry Financial Services
Experience
M. Griffith Investment Services, Inc.   March 1998 - Present
Greater Utica Chamber of Commerce   January 2013 - Present
Tracker Referral Network   March 1996 - March 1998
Tehan's Catalog Showroom   April 1983 - November 1995

Skills
Training & Development, Compliance, Human Relations, IT Management, Securities Regulation, Business Management, Office Management, Risk Management, Executive Management, Process Improvement, Marketing Strategy, Risk Assessment, Employee Training, Management, Human Resources, AML, Problem Solving, Strategic Planning, Project Management, Recruiting, Leadership, Marketing, Auditing

Education
Mohawk Valley Community College   1981 — 1983
A.A.S. in Advertising, Design, and Production

#Michael E. Evans #Michael E. Evans Utica, New York Area Details
#Michael E. Evans's M. Griffith Investment Services, Inc. Experience 1984 - Present
Job Financial Planner/Investment Advisor
Industry Financial Services
Experience
M. Griffith Investment Services, Inc.   1984 - Present
Evans Garber & Paige, Inc. (formerly Evans Garber Ligas & Paige)   June 1968 - June 1984
Utica Mutual Insurance Co.   September 1966 - June 1968
U.S. Naval Reserve   February 1961 - February 1967

Skills
Retirement Planning, Strategic Financial..., Investment Management, Investments, FINRA, Investment Advisory, Mutual Funds, Personal Financial..., Certified Financial..., Retirement, Financial Advisory, Estate Planning, Long-term Care, Investment Strategies, High Net Worth..., Asset Allocation, IRAs, Financial Planners, ETFs, Wealth Management, Trusts, Retirement Income...

Education
College for Financial Planning   1986 — 1989
CFP (r), Financial Planning

Syracuse University   1965 — 1966
Journalism

Union College   1958 — 1965
AB, History, Political Science

Jon Earl Jon Earl Utica, New York Area Details
Jon Earl's M. Griffith Investment Services, Inc. Experience June 2012 - Present
Job Vice President at M. Griffith Inc.
Industry Financial Services
Experience
M. Griffith Investment Services, Inc.   June 2012 - Present
Morgan Stanley Smith Barney  February 2005 - June 2012

Skills
Retirement Planning, Long-term Care, Series 7, Asset Allocation, Wealth Management, Investments

Education
Salisbury State University   1993 — 1997
BS with Honors, Education

Poland Central School
High School Regents Diploma

Deanna Cucharale Deanna Cucharale Albany, New York Area Details
Deanna Cucharale's M. Griffith Investment Services, Inc. Experience May 2014 - August 2014
Job J.D. Candidate Albany Law School
Industry Law Practice
Experience
Albany County Surrogate's Court   August 2015 - Present
Onondaga County Surrogate's Court   June 2015 - August 2015
Tax and Transactions Law Clinic   January 2015 - April 2015
Oneida County Attorney's Office   June 2014 - August 2014
M. Griffith Investment Services, Inc.   May 2014 - August 2014
M. Griffith Investment Services, Inc.   January 2013 - August 2013
Oneida County District Attorney’s Office  June 2012 - August 2012

Skills
Legal Documents, Legal Writing, Legal Issues, Policy Analysis, Economics, Public Policy, Legal Research, Legislation, Politics, Policy, Westlaw, Lexis, New Account Opening, Sociology, Political Science, Community Outreach, Audit Reports

Education
Albany Law School of Union University   2013 — 2016

University at Albany, SUNY   2009 — 2012
Bachelor of Arts, Political Science, Public Law & Policy, Economics & Sociology

Dawn Moschella Dawn Moschella Beverly, Massachusetts Details
Dawn Moschella's M. Griffith Investment Services, Inc. Experience April 2007 - October 2010
Job Registered Investment Associate at Moors & Cabot
Industry Financial Services
Experience
Moors & Cabot  September 2011 - Present
Baystate Financial Services  March 2011 - September 2011
M. Griffith Investment Services, Inc.   April 2007 - October 2010

Skills
Customer Service, Investments, Portfolio Management, Series 7, Sales, Financial Planning, Financial Services, Mutual Funds, Wealth Management, Series 63, Equities, Asset Management, Retirement, Retirement Planning

Education
Marion Court
Certificate, Human Resources Management/Personnel Administration, General

North Shore Community College
Associate's degree, Executive Assistant/Executive Secretary

Zachary D Maxwell Zachary D Maxwell New Hartford, New York Details
Zachary D Maxwell's M. Griffith Investment Services, Inc. Experience July 2013 - Present
Job Financial Consultant at M. Griffith Investment Services, Inc.
Industry Financial Services
Experience
M. Griffith Investment Services, Inc.   July 2013 - Present
Youth Empowerment Project  May 2007 - January 2014
Upstate Cerebral Palsy  August 2010 - September 2013
US Census Bureau  January 2010 - June 2010

Skills
Series 7, Series 66, Life & Health Insurance..., Investment Advisory, Personal Financial..., Financial Advisory, Long Term Care Insurance, Asset Allocation, Retirement Planning, Portfolio Management, 401k, Financial Reporting, Financial Analysis, Accident Insurance, Business Communications, Finance, Financial Planners, Retirement, Microsoft Excel, MS Excel Pivot Tables, Excel models, Microsoft Word, Microsoft Office

Education
Queens College   2011 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Herkimer County Community College   2007 — 2009
Associate of Arts and Sciences (AAS), Business Administration, Management and Operations

Jason J. Topi Jason J. Topi United States Details
Jason J. Topi's M. Griffith Investment Services, Inc. Experience November 2009 - Present
Job Vice President/Financial Consultant
Industry Financial Services
Experience
M. Griffith Investment Services, Inc.   November 2009 - Present
HSBC Securities  April 2009 - November 2009
Merrill Lynch  June 2007 - February 2009

Skills
Retirement, Estate Planning, Fixed Annuities, Financial Advisory, Investments, Investment Management, Financial Services, Small Business, Long Term Care Insurance, Health Insurance, Nonprofits, Equities, Wealth Management

Education
Hamilton College
Bachelor's degree, Political Science and Government

College for Financial Planning
Chartered Retirement Planning Counselor

Christian Firsching Christian Firsching Utica, New York Area Details
Christian Firsching's M. Griffith Investment Services, Inc. Experience June 2007 - June 2014
Job Electrical Technician at LeitnerPoma of America
Industry Higher Education
Experience
Leitner Poma Of America  June 2015 - Present
Trinity College Engineering Department   September 2014 - May 2015
Mohawk Valley Knitting Machinery Co., Inc.   December 2014 - April 2015
M. Griffith Investment Services, Inc.   June 2007 - June 2014
Trinity College - Hartford  December 2011 - May 2014

Skills
PowerPoint, Research, SolidWorks, Microsoft Excel, Microsoft Word, FileMaker, Matlab, COMSOL, Machining

Education
Trinity College-Hartford   2011 — 2015
Bachelor of Science (BS), Mechanical Engineering

Fachhochschule München
Engineering for Sustainablility

Sara Bonomo Sara Bonomo Utica, New York Area Details
Sara Bonomo's M. Griffith Investment Services, Inc. Experience September 2013 - February 2015
Job Long Term Disability Case Specialist at MetLife
Industry Insurance
Experience
MetLife  February 2015 - Present
Carmella's Cafe   December 2013 - Present
M. Griffith Investment Services, Inc.   September 2013 - February 2015
MetLife  September 2010 - September 2013

Skills
Communication, Public Relations, Creative Writing, Microsoft Excel, Microsoft Office, Event Planning, Social Media, Marketing, Advertising

Education
Le Moyne College   2006 — 2010
Bachelor of Arts (B.A.), Communication, General

Westmoreland High School   2002 — 2006

Jennifer Scarafile Jennifer Scarafile Naples, Florida Details
Jennifer Scarafile's M. Griffith Investment Services, Inc. Experience 1989 - 1996
Job 2nd Grade Teacher at Collier County School District
Industry Education Management
Experience
Collier County School District  July 2013 - Present
Collier County School District  August 2011 - Present
National Association of Pharmaceutical Sales Representatives (NAPSRx)   2015 - 2015
National Association of Pharmaceutical Sales Representatives (NAPSRx)   2015 - 2015
National Association of Pharmaceutical Sales Representatives (NAPSRx)   2015 - 2015
National Association of Pharmaceutical Sales Representatives (NAPSRx)   2015 - 2015
Collier County School District  August 2012 - June 2013
Collier County School District  August 2011 - June 2012
New Hartford Central School District  September 2005 - March 2010
M. Griffith Investment Services, Inc.   1989 - 1996

Skills
Elementary Education, Teaching, Curriculum Design, K-12, Curriculum Development, Educational Technology, Classroom, Special Education, Educational Leadership, Technology Integration, Tutoring, NAPSRx

Education
Touro College   2008 — 2010
Master of Education (M.Ed.), Education/Special Education Elementary

Utica College   1985 — 1989
BS, Business Adm/Marketing

Denise Nicotera Denise Nicotera Utica, New York Area Details
Denise Nicotera's M. Griffith Investment Services, Inc. Experience March 1987 - December 1998
Job Director of Faith Formation at St. Leo and St. Ann Church
Industry Religious Institutions
Experience
St. Leo and St. Ann Church   September 1997 - Present
M. Griffith Investment Services, Inc.   March 1987 - December 1998

Skills
Theology, Religion, Biblical Studies, Spiritual Direction, Discipleship, Religious Studies, Volunteer Management, Church Events

Education
College of St. Rose in Albany NY   2013 — 2015
Master of Education (MEd), Mental Health Counseling/Counselor

Alfred State College - SUNY College of Technology   2010 — 2012
Bachelor of Arts (B.A.), Psychology

SUNY of Technology at Utica/Marcy   2010 — 2012
Bachelor of Arts (B.A.), Psychology

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