Alesco Advisors, LLC, An ESL Company

Frederick Minges is a financial advisor at ESL Newco I, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alesco Advisors LLC for 16 years before joining his current firm. ESL NewCo I, LLC, operating as Alesco Advisors, provides investment management, financial planning, and consulting services primarily to institutions and high-net-worth individuals. The firm employs fundamental analysis and quantitative modeling, commonly recommending index-based mutual funds and ETFs, and serves approximately 468 clients with about $4.81 billion in regulatory assets under management.

Stephen Mitchell is a CFA® charterholder with 11 years of industry experience. He is currently with Alesco Advisors, LLC, an ESL Company, and has previously worked at firms including Novem Group, American Portfolios Financial Services, and Cetera ADVISORS LLC. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm’s investment approach combines fundamental analysis with quantitative modeling, implementing asset allocation strategies through a mix of index-based funds, ETFs, and selected private investments.

Todd Green is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He is currently with Alesco Advisors, LLC, An ESL Company, and has served on the board of FERA Diagnostics and Biologicals, a company focused on animal health products, since 2021. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals, utilizing an investment process that combines fundamental analysis with quantitative modeling and employs a mix of index-based funds, ETFs, and selected private investments.

Timothy Tindall is a Series 65-licensed financial advisor with four years of industry experience, currently with Alesco Advisors, LLC. He has been associated with Alesco Advisors since 2005. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm employs a disciplined process combining fundamental analysis with quantitative modeling to implement asset allocations tailored to client needs, utilizing index-based funds, ETFs, and select private investments.

Jody Rossiter is a financial advisor at Alesco Advisors, LLC, An ESL Company, holding a Series 65 designation with five years of industry experience. Rossiter has been with Alesco Advisors since 2011 and also has experience with ESL Newco I, LLC since 2025. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients, including foundations, endowments, retirement plans, trusts, and estates, as well as to high net worth individuals. The firm uses a combination of fundamental analysis and quantitative modeling to implement asset allocations tailored to client-specific factors, utilizing index-based and systematic mutual funds, ETFs, and selected private investments.

Christopher Mirrione is a CFA® charterholder with four years of industry experience. He is currently with ESL Newco I, LLC and previously spent 17 years at Alesco Advisors LLC. ESL NewCo I, LLC (operating as Alesco Advisors) provides investment management, financial planning, and consulting services primarily to institutions and high-net-worth individuals. The firm employs fundamental analysis and quantitative modeling, offering discretionary portfolio management and non-discretionary consulting while maintaining approximately $4.81 billion in regulatory assets under management.

Andrew Kay is a financial advisor with Alesco Advisors, LLC, An ESL Company, holding a Series 65 credential and five years of industry experience. He has been affiliated with ESL Newco I, LLC since 2025 and worked at Alesco Advisors LLC from 2012 to 2025. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm combines fundamental analysis with quantitative modeling to implement asset allocations using index-based and systematic mutual funds, ETFs, and selected private investments, while also offering financial planning and consulting services.

James Gould is a financial advisor at Alesco Advisors, LLC, an ESL company, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ESL Newco I, LLC since 2025, following a 25-year tenure at Alesco Advisors (formerly WealthCFO). Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm employs an investment process that integrates fundamental analysis with quantitative modeling and uses a combination of index-based and systematic funds alongside selected private investments.

Justin Sansone is a financial advisor with Alesco Advisors, LLC, An ESL Company, holding a Series 65 designation and five years of industry experience. He has worked at Alesco Advisors since 2018 and has prior experience with EFPR Solutions, LLC. Alesco provides discretionary investment management and advisory services primarily to institutional clients such as foundations, endowments, retirement plans, trusts, and estates, as well as high net worth individuals. The firm uses a combination of fundamental analysis and quantitative modeling to implement tailored asset allocations through index-based funds, ETFs, and selected private investments.

Kevin Ruster is a CFA® charterholder with four years of industry experience. He is currently with ESL Newco I, LLC and previously worked at Alesco Advisors LLC for twelve years. ESL Newco I, LLC, operating as Alesco Advisors, provides investment management, financial planning, and consulting services primarily to institutions and high-net-worth individuals. The firm utilizes fundamental analysis and quantitative modeling, offering both discretionary portfolio management and non-discretionary consulting, and is part of a broader financial group that includes broker-dealer and trust services affiliates.

Keeghan Cummings is a financial advisor with Alesco Advisors, LLC, An ESL Company, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Alesco Advisors, he has experience in various roles outside the financial industry, including work at Pittsford Pub & Grille and Cameron Roofing. He also studied at St. Bonaventure University. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients such as foundations, endowments, retirement plans, trusts, and estates, as well as high net worth individuals. The firm uses a process that integrates asset allocation based on client goals with a mix of index-based and private investments, supported by fundamental and quantitative analysis.

Douglas Emblidge is a financial advisor at ESL Newco I, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Alesco Advisors LLC. Before entering finance, he spent 39 years in broadcasting, including roles at 13WHAM-TV/Sinclair Broadcast Group and WAIO Radio 95.1. ESL Newco I, LLC, operating as Alesco Advisors, provides investment management, financial planning, and consulting services primarily to institutions and high-net-worth individuals. The firm employs a combination of fundamental analysis and quantitative modeling, often recommending index-based mutual funds and ETFs, and manages approximately $4.81 billion in assets.

Pablo Gentile is a financial advisor at Alesco Advisors, LLC, An ESL Company, with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Principal Life Insurance Company. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm emphasizes asset allocation tailored to client-specific factors and combines fundamental analysis with quantitative modeling, offering services that range from portfolio management to financial planning and consulting.

Eric Morris is a financial advisor at Alesco Advisors, LLC, An ESL Company, holding a Series 65 credential with four years of industry experience. His prior work includes roles at ESL Newco I, LLC, Nazareth College of Rochester, Syracuse University, and Brighton Central School District. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients and high net worth individuals. The firm employs a mixed approach of index-based, systematic funds, and selected private investments, combining fundamental analysis with quantitative modeling to manage client portfolios.

Megan Konieczny is a financial advisor at Alesco Advisors, LLC, an ESL company, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at BNY Mellon and Duquesne University. Megan is currently associated with ESL Newco I, LLC. Alesco Advisors provides discretionary investment management and advisory services primarily to institutional clients such as foundations, endowments, and retirement plans, as well as high net worth individuals. The firm’s investment approach combines fundamental analysis with quantitative modeling, utilizing a diversified mix of index-based funds, ETFs, and private investments tailored to clients’ goals and risk profiles.