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Timothy F
CFP®, Series 66
Saratoga Spring, NY
Kershner, Grosso & Co.
Timothy Fontaine is a CFP® with five years of industry experience, currently serving as the sole advisor at Kershner, Grosso & Co. He previously worked at The Adirondack Trust Company and Ascent Wealth Partners, LLC. Fontaine is also a licensed insurance agent and occasionally offers insurance products to clients alongside his advisory services. Kershner, Grosso & Co. advises individuals, trusts and estates, corporations, and qualified retirement plans, providing discretionary portfolio management, retirement-plan investment services, and trustee support. The firm combines fundamental macro and micro analysis with a long-term, low-turnover investment approach focused on individual equities and high-quality fixed income, and it also serves as trustee or co-trustee for many client trusts.
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