Willard Lipe is a CFA® charterholder and holds a Series 66 license with 34 years of industry experience. He has been with Lipe & Dalton Investment Counsel since 2004 and has prior experience at HSBC Brokerage (USA) Inc. and Niagara Mohawk Power Corp. Lipe & Dalton Investment Counsel provides discretionary portfolio management services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $779.9 million in client assets and employs a combination of fundamental, quantitative, and qualitative analysis in its investment process, emphasizing asset allocation and both long- and short-term strategies.

Patrick Dalton is a CFA® charterholder with four years of industry experience. He has been with Lipe & Dalton Investment Counsel since 2004, working within a two-advisor team based in Syracuse, NY. Lipe & Dalton provides discretionary investment supervisory services and continuous portfolio management to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $779.9 million in discretionary assets and employs a combination of fundamental, quantitative, and qualitative analysis to deliver individualized portfolio construction.