Investor mix
1 investor on record.
| Investor type | Count | Share |
|---|---|---|
| Other / undisclosed | 1 | 100% |
Hiring activity
Hires occasionally
4 roles tracked across 2 of the last 12 months
2 May 2026 · Wealth Advisor III · Pittsford
23 Apr 2026 · Wealth Management Assistant · Pittsford
23 Apr 2026 · Cash Management Sales Officer II - Syracuse, NY · Fayetteville
23 Apr 2026 · Portfolio Manager - Rochester, NY · Pittsford
Based on job postings tracked across public sources.