President, Alesco Advisors LLC
Years in current role: 22
What has been your organization’s biggest success over the past year?
This has been a difficult year for investors. While periods of market volatility can be stressful, they also provide opportunities for us to connect with our clients, act as a sounding board for concerns, and ensure clients maintain a long-term mindset when it comes to investing. Alesco’s ability to sustain outstanding client relationships during difficult times has been a source of pride for the firm.
What are your expectations for the next 6-12 months?
When the capital markets are weak, one might expect that dramatic change needs to be introduced to portfolios. However, it is at times like this when it is most important to maintain one’s investment discipline. Thinking long-term will help investors endure short-term volatility.
What advice would you give somebody just starting out in your industry?
Always put the needs of your clients first.
What is one personal goal you have for the next year?
In addition to losing 20 pounds, I’ll be working with the firm’s management team to expand our presence in key markets.
What are your favorite things about Rochester?
Rochester is a wonderful place to raise a family. We live in an area that is filled with natural beauty, has an outstanding education system, and provides an abundance of cultural offerings. Another favorite aspect is how the members of our community care for one another.