Alesco Advisors LLC is expanding into Buffalo, adding a new location at 120 Tupper St. in the city’s historic downtown.
Alesco is an independent, employee-owned investment advisory firm that was founded by James Gould in 2000. It remains based in Rochester, but also has offices in San Francisco.
The new Buffalo office, which opens Monday, will be led by Holly Mergenhagen, the former associate director of gift planning for the Community Foundation for Greater Buffalo.
“A Buffalo office has been a strategic priority for our firm,” said Gould, who serves a company president. “As we’ve watched the amazing turnaround occurring in this city over the last several years, we knew it was time to make this long-term investment in Buffalo.”
“We are thrilled to have Holly join us, especially because of the expertise in foundation management she brings to Alesco,” said Executive Vice President Fritz Minges.
Alesco Advisors provides comprehensive investment solutions for endowments, foundations, retirement plans and high-net-worth individuals and families.
Follow Anne Saunders on Twitter: @asaunders_rbj
(c) 2016 Rochester Business Journal. To obtain permission to reprint this article, call 585-546-8303 or e-mail firstname.lastname@example.org.