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Luca Z

CFA®

Pittsford, NY

Armbruster Capital Management, Inc.

Luca Zambito is a CFA® charterholder with three years of industry experience, currently serving at Armbruster Capital Management, Inc. since 2021. His prior experience includes roles at Citigroup and Landmark Wealth Management, as well as a period at Canisius College. Armbruster Capital Management is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to high-net-worth individuals, retirement plans, trusts, and other entities. The firm emphasizes long-term, buy-and-hold portfolios using broadly diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to clients' specific objectives.

Passive / index investing Factor investing / smart beta Private / alternative investments Real estate investing
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Mark A

CFA®, Series 63

Pittsford, NY

Armbruster Capital Management, Inc.

Mark Armbruster is a CFA® charterholder with 13 years of industry experience. He is a portfolio manager at both Armbruster Capital Management, Inc. and Fischer Investment Group, where he participates in a joint client referral program. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes long-term, buy-and-hold portfolios primarily using diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to clients’ tax and personal circumstances.

Passive / index investing Factor investing / smart beta Private / alternative investments Real estate investing
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Rudolph W

Series 65

Pittsford, NY

Armbruster Capital Management, Inc.

Rudolph Warren is a financial advisor at Armbruster Capital Management, Inc. with 5 years of industry experience and holds a Series 65 designation. He has been with Armbruster Capital Management since 2013. Outside of advising, he is involved as a managing member of Rabbit Hutch Associates LLC, a real estate development company, and serves as treasurer for RTR Transportation Corp, a personal holdings company. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach using diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to clients’ personal and tax circumstances.

Passive / index investing Factor investing / smart beta Private / alternative investments Real estate investing
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Tarryn R

Series 65

Pittsford, NY

Armbruster Capital Management, Inc.

Tarryn Rozen is a financial advisor with Armbruster Capital Management, Inc. and holds a Series 65 credential. She has 8 years of industry experience and has worked at Armbruster Capital Management since 2015. Previously, she was involved with Camp Susquehannock Inc. for 10 years. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, charitable organizations, and other entities. The firm focuses on long-term, buy-and-hold portfolio strategies using diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments tailored to client objectives.

Passive / index investing Factor investing / smart beta Private / alternative investments Real estate investing
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Christopher C

Series 65

Pittsford, NY

Armbruster Capital Management, Inc.

Christopher Cebula is a Series 65-licensed financial advisor with Armbruster Capital Management, Inc., where he has worked since 2013. He has six years of industry experience and is based in Pittsford, NY. Armbruster Capital Management is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to high-net-worth individuals, retirement plans, trusts, charitable organizations, and other entities. The firm uses long-term, buy-and-hold portfolios with diversified, index-based ETFs and mutual funds, supplemented by quantitative factor tilts and selected alternative investments.

Passive / index investing Factor investing / smart beta Private / alternative investments Real estate investing
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Margaret B

Series 65

Pittsford, NY

Armbruster Capital Management, Inc.

Margaret Broomfield is a financial advisor at Armbruster Capital Management, Inc. with a Series 65 designation and no prior industry experience. Before joining the firm, she worked at Paychex, Inc. and Bonadio Group. She is also involved with the Rochester Academy of Irish Dance. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes long-term, buy-and-hold portfolios using diversified, index-based ETFs and mutual funds, supplemented by factor tilts and selected alternative investments tailored to clients’ objectives.

Passive / index investing Factor investing / smart beta Private / alternative investments Real estate investing
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Craig J

Series 65

Pittsford, NY

Armbruster Capital Management, Inc.

Craig Julien is a financial advisor at Armbruster Capital Management, Inc. with eight years of industry experience. He holds the Series 65 designation and has worked at Armbruster Capital since 2017, previously spending 17 years at EFPR Group. Armbruster Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm provides discretionary portfolio management and financial planning, focusing on long-term, buy-and-hold strategies using diversified, index-based ETFs and mutual funds, augmented by quantitative factor tilts and selected alternative investments.

Passive / index investing Factor investing / smart beta Private / alternative investments Real estate investing
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