Leigh Baldwin & CO., LLC

Robert Perkins is a financial advisor at Leigh Baldwin & Co., LLC with 9 years of industry experience. He holds the Series 66 designation and has worked at Leigh Baldwin & Co. since 2018, following roles at FSP Advisors Inc. and Axa Advisors, LLC. Prior to his advisory career, he spent seven years at Perkins Fruit Farms. Outside of his advisory work, Perkins is involved in fixed insurance products, including life and health insurance. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm combines fundamental and technical analysis in its investment approach, offers a range of advisory programs and third-party solutions, and operates as both an SEC-registered RIA and a FINRA broker-dealer.

Alicia Testani is a financial advisor at Leigh Baldwin & Co., LLC with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at Order.co for five years and WB Mason for six years. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm’s investment approach combines fundamental and technical analysis, with a mix of strategies including long- and short-term positions and systematic ETF/mutual fund allocations, typically managed on a discretionary basis.

Leigh Baldwin is the principal of Leigh Baldwin & Co., LLC in Cazenovia, NY, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has led his firm since 1995. Outside of his advisory role, Baldwin is a minority owner of the Syracuse Crunch hockey team, serves on the boards of Community Memorial Hospital and the Cazenovia School Board, and holds a strategic director position with Midwestern Securities Trading Company, LLC. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients, managing approximately $285 million in assets through a team of 18 advisors. The firm employs a combination of fundamental and technical analysis, utilizing both long- and short-term positions and options strategies, and integrates third-party programs and external managers within its investment approach.

Nicholas Colarossi is a financial advisor at Leigh Baldwin & Co., LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leigh Baldwin since 2003. Outside of his advisory role, he hosts a radio talk show on investing and finance and serves as a board member of Flight Systems Inc. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and municipalities. The firm employs a mix of fundamental and technical analysis, managing approximately $285 million in discretionary assets across a team of 18 advisors.

Michael Douglass is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 65 and Series 66 credentials and bringing 25 years of industry experience. His prior work includes roles at FSP Advisors, Inc., Davie Kaplan, CPA, P.C., and several affiliated firms. In addition to his advisory work, he owns and operates a CPA firm. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm utilizes a blend of fundamental and technical analysis across various investment strategies and offers access to third-party advisory programs and custodial platforms.

Daniel Parkin is a financial advisor with Leigh Baldwin & CO., LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Leigh Baldwin & CO. since 2007 and at Newman Ladd Capital Advisors, LLC from 2007 to 2022. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm combines fundamental and technical analysis using a variety of investment strategies and offers both proprietary and third-party advisory programs.

Mary Swan is a financial advisor at Leigh Baldwin & Co., LLC with 10 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley, MML Investors Services, LLC, and MassMutual. Outside of her advisory role, she serves on the boards of Girls on the Run Upstate NY and Manlius Pebble Hill School, and teaches night courses at MainLine School Night. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a blend of fundamental and technical analysis across various investment strategies and offers standalone planning, third-party advisory programs, and custodial platform services.

Danielle Lawrence is a Series 66 licensed advisor at Leigh Baldwin & Co., LLC with two years of industry experience. She has been with Leigh Baldwin & Co. since 2018, excluding a brief period working in the spa industry and freelancing in marketing and branding projects outside of investment activities. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm employs a blend of fundamental and technical analysis with a mix of long- and short-term positions and offers access to third-party advisory programs alongside its systematic investment offerings.

Michael Woltman is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he serves on the board of the Hamilton Emerald Association, participates in the finance committee of Saint James Church, and is treasurer of the Cazenovia Tennis Club. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, uses various investment strategies including options, and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Jill Bassett is a financial advisor with Leigh Baldwin & Co., LLC and holds a Series 66 designation. She has 11 years of industry experience, including roles at both Leigh Baldwin & Co. and Prestige Investing LLC. In addition to advisory work, she is the sole owner of a business offering long-term care, disability, fixed annuities, life insurance, and Medicare plan services. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning to individuals—including high-net-worth clients—and various institutional clients. The firm employs a blend of fundamental and technical analysis with a range of investment strategies and utilizes multiple custodial platforms and third-party advisory programs.

Charles Sovik is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he is a 50% owner of The Sovik Group, Inc., which provides health, life, disability, and long-term care insurance, and he volunteers with Historic Boat Tours on Cazenovia Lake. Leigh Baldwin & Co., LLC offers discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Erich Fradenburg is a financial advisor at Leigh Baldwin & Co., LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Congress Wealth Management LLC, FNEX Capital, Beaumont Capital Management, Bank of America, Merrill, and Pioneer Investment Management. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, utilizes both long- and short-term positions, and incorporates options strategies when appropriate.

Alan Baldwin is a financial advisor at Leigh Baldwin & Co., LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Riverfront Investment Group, ALPS Distributors, Inc., and Putnam Retail Management. Baldwin is also licensed in insurance for fixed non-variable annuity business. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm employs a blend of fundamental and technical analysis, offering long- and short-term positions, options strategies, and systematic ETF/mutual fund allocations, typically managing accounts on a discretionary basis with access to third-party advisory programs and custodial platform services.

Peter Carchedi is a financial advisor at Leigh Baldwin & Co., LLC with 43 years of industry experience. He has been with Leigh Baldwin since 1997 and holds a Series 65 designation. Outside of his advisory role, he teaches pre-licensing and continuing education courses and serves as treasurer for several local organizations, including the Knights of Pythias and Upstate Sports Charities. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm employs a combination of fundamental and technical analysis and utilizes various strategies, including options and third-party managed programs, to serve a diverse client base.

Amy Jones is a financial advisor at Leigh Baldwin & CO., LLC with 27 years of industry experience. She has held her current position at the firm since 2005 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she dedicates time weekly to fixed annuities, life insurance, and long-term care activities without ownership involvement. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm’s investment approach combines fundamental and technical analysis with a variety of strategies and integrates third-party advisory programs and custodial platforms into its services.