Rochester, NY 350 Linden Oaks Office

Robert Bartolotta is a financial advisor at Novem Group with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at American Portfolios Advisors, Inc. and other firms prior to joining Novem Group in 2012. Bartolotta serves as the board president of the Novem Foundation, a nonprofit entity that donates to charitable causes, and is a board member of Briarwood of Eastpointe, a homeowners association. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies including fundamental, cyclical, and technical analysis, and offers a wrap fee program alongside referrals to third-party money managers.

Thomas Froehlich is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc., and he is the owner of Froehlich Financial Group, Ltd., which provides insurance services. Novem Group offers discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis with tailored investment strategies guided by individualized Investment Policy Statements.

Stephen Roehrig is a financial advisor at Novem Group with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Portfolios, Novem Group, and Osaic Wealth. Outside of his advisory role, he is a member of Gem Creek Brewery, LLC in Canandaigua, NY. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, government entities, and other investment advisers. The firm employs a combination of fundamental, cyclical, and technical analysis across various asset classes and uses individualized investment policies to guide portfolio construction.

Jeremy Raco is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Novem Group since 2013 and is currently also affiliated with Osaic Wealth, Inc. In addition to his advisory roles, he offers life insurance solutions upon client request. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis across various asset classes, tailoring portfolios to client goals and risk tolerance.

Daniel Williams is a financial advisor at Novem Group in Rochester, NY, holding a Series 65 designation with two years of industry experience. Prior to joining Novem Group, he worked at St. John Fisher University and Wegmans. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis, offering both long-term and short-term investment strategies tailored to client objectives.

James Ugone is a financial advisor with Novem Group in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 22 years before joining Novem Group in 2014. Outside of his advisory role, he is the owner of Topsfield Financial Group, where he is a licensed insurance agent involved in occasional insurance sales. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combined fundamental, cyclical, and technical analysis approach, managing portfolios across multiple asset classes with individualized Investment Policy Statements guiding portfolio construction.

Vincent Palumbos is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Novem Group since 2017 and previously held roles at American Portfolios Advisors, Inc. and American Portfolios Financial Services, Inc. Outside of his advisory work, Palumbos serves as a Safety Officer and Mission Pilot with the Civil Air Patrol, participating in cadet education and search and rescue operations. Novem Group provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies and may refer clients to third-party money managers, offering both discretionary and non-discretionary advisory services.

Kimberley Kosko is a financial advisor at Novem Group with seven years of industry experience. She holds a Series 65 designation and previously worked at The Wolford Law Firm for three years. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies including fundamental, cyclical, and technical analysis and offers both discretionary and non-discretionary management across multiple asset classes.

Anthony Simonetti is a financial advisor with Osaic Wealth, Inc. in Rochester, NY, holding a Series 66 designation and over 17 years of industry experience. His prior work includes roles at Novem Group, Inc. and American Portfolios Advisors, Inc. He is the founder and president of the Just Breathe Foundation, a charitable organization. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and a large network of financial advisers.

Patrick Manuel is a financial advisor at Novem Group with 13 years of industry experience. He holds a Series 66 designation and has worked at Novem Group since 2014 and Osaic Wealth, Inc. since 2024. Outside of his advisory role, he serves as treasurer of the Wolf Foundation board of directors and holds board positions with the Italian Heritage Foundation and Novem Foundation. He is also involved in a furniture sales business through ADK Guys, LLC. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, government entities, and other advisers. The firm employs a combination of fundamental, cyclical, and technical analysis and offers both wrap and non-wrap portfolio management arrangements tailored to client goals and risk tolerance.

Jeffrey Altieri is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked at RBC Capital Markets for 12 years before joining Novem Group in 2021. Outside of his advisory role, he serves as a director at Penfield Country Club, overseeing management and operations. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis across various asset classes and uses individualized Investment Policy Statements to guide portfolio construction.

Ronald Taylor is a financial advisor at Novem Group with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Portfolios Financial Services, Inc. and Osaic Wealth, Inc. He is based in Rochester, NY. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis across various asset classes and offers both wrap and non-wrap portfolio management tailored to client goals and risk tolerance.

Timothy Gerlach is a financial advisor at Novem Group in Rochester, NY, with seven years of industry experience. He holds a Series 65 designation and previously worked at Deloitte Consulting, LLP for three years before joining Novem Group in 2018. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis in its investment process, tailoring portfolio construction to individual client goals and risk tolerance.

Mackenzi Springer is a financial advisor at Novem Group with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Novem Group since 2018, alongside prior roles at American Portfolios Financial Services and OSAIC. Novem Group provides portfolio management and financial planning services to individual, high-net-worth, institutional, and municipal clients. The firm employs multiple investment strategies across various asset classes and sponsors a wrap fee program, often referring clients to third-party money managers as part of their service model.

Torrey Giancursio is a financial advisor with Novem Group in Rochester, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with firms including American Portfolios Advisors, Inc. and various insurance agencies. Outside of finance, he serves as president of Giancursio Excavating, Inc. and Giancursio Farms, Inc., overseeing their operations. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a range of investment strategies across multiple asset classes and offers discretionary management along with third-party manager referrals.