Norwich, NY Office
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&PARTNERS
Enterprise
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About
&Partners serves a broad mix of individual and institutional clients, including high‑net‑worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses and corporations. The firm provides investment management, financial and tax planning, ERISA 3(21) consulting, retirement‑plan participant discretionary management and brokerage services under its dual registration as a registered investment adviser and a broker‑dealer.
Investment management is offered on discretionary and non‑discretionary bases using the Envestnet portfolio platform and NFS brokerage infrastructure, and accounts may be managed directly by an &Partners financial advisor or by third‑party managers selected through the firm’s due‑diligence processes. The firm uses a mix of fundamental, technical and quantitative analysis, model portfolios and both proprietary and third‑party strategies, with ongoing monitoring and periodic account reviews.
Distinctive features disclosed in the brochure include &Partners’ registration as a municipal advisor and its capacity to act in underwriting and municipal advisory roles, the firm’s continued use of transaction‑based compensation and occasional principal trades in addition to advisory fees, and the availability of subscription research products such as a paid weekly market commentary. The firm has also expanded third‑party advisory earnings arrangements—under which some financial advisors share a portion of their advisory revenues with a third party in exchange for an equity interest—and many financial advisors are indirect owners of the holding company, arrangements the firm identifies and supervises in its disclosures.
Based on &PARTNERS
Expertise
Based on &PARTNERS
Location
6403 County Road 32
Norwich NY 13815
Advisors at this office
3
Advisors at this office
Peter D
CFP®, Series 63, Series 66
Norwich, NY
&PARTNERS
Peter Derensis is a CFP® with 21 years of industry experience, currently serving as a financial advisor at &Partners since 2026. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2026. In addition to his advisory role, he is a finance committee member of Chenango Valley Home. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan services. The firm employs both discretionary and non-discretionary investment strategies using a combination of proprietary and third-party approaches, with ongoing monitoring and account reviews.
Gregory L
Series 66
Norwich, NY
&PARTNERS
Gregory Lamonica is a financial advisor with &PARTNERS who holds a Series 66 credential and has 17 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Securities Management & Research, Inc., and Farm Family. He is involved in a private investment-related business, GREG LAMONICA, INC. &PARTNERS serves a diverse client base that includes individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and specialized advisory services using a mix of proprietary and third-party strategies, supported by a dual registration as a registered investment adviser and broker-dealer.
Marci H
Series 63, Series 66
Norwich, NY
&PARTNERS
Marci Holden is a financial advisor at &PARTNERS with Series 63 and Series 66 credentials and ten years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Edward Jones, and Elevation LLC. She serves as treasurer for the Chenango Foundation and acts as executor for her parents' estates. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing a combination of fundamental, technical, and quantitative analysis alongside model portfolios and third-party strategies.
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