Upleft Asset Management

Joshua Chicoine is a financial advisor with Upleft Asset Management in Niskayuna, NY. He holds a Series 65 designation and is part of a three-advisor team. Upleft Asset Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm primarily uses low-cost mutual funds and ETFs in portfolios, combining fundamental and technical analysis with a generally long-term orientation, and offers oversight of independent manager relationships through the SEI Private Trust platform.

Matthew Miller is a CFP® with 16 years of industry experience, currently serving as an advisor at Upleft Asset Management since 2018. Prior to joining Upleft, he worked at Hallett & Associates, P.S. from 2016 to 2018. Upleft Asset Management provides discretionary investment management and financial planning to individuals, trusts, estates, and charitable organizations. The firm manages approximately $54 million across about 50 clients, focusing on low-cost mutual funds and ETFs while incorporating individual stocks and bonds when appropriate, with an emphasis on individualized goal-setting and strategic asset allocation.

Robert Zajkowski is a financial advisor at Upleft Asset Management in Port Angeles, WA, holding a Series 65 designation with one year of experience. His prior work includes twelve years at the Defense Intelligence Agency and three years at Research Innovations. He also serves as an instructor at Peninsula College. Upleft Asset Management provides discretionary investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $54 million across 50 clients, focusing on individualized goal-setting, strategic asset allocation, and portfolios primarily composed of low-cost mutual funds and ETFs.