INSERO WEALTH STRATEGIES LLC of ROCHESTER, NY is an SEC-registered investment adviser (CRD 108945). Regulatory assets under management: $147.7M.
| Name | Role | Location |
|---|---|---|
| INSERO FRANK A | MANAGING MEMBER; MEMBER | — |
| CATARISANO NANCY ENGERT | MEMBER | — |
| CIACCIA PETER ARTHUR | MEMBER | — |
| DINAN MICHAEL JOSEPH | MEMBER | — |
| KASPERSKI RICHARD MICHAEL | MEMBER | — |
| MCLAUGHLIN TIMOTHY MARK | MEMBER | — |
| MILLS STEVEN MICHAEL | MEMBER | — |
| OWEN BLISS ELAINE | MEMBER | — |
| SMITH MICHAEL CODY | MEMBER | — |
| ZUGEHOER DAVID HERBERT | MEMBER | — |
| LIPP MARTHA PHILIP | MANAGER; MEMBER | — |
| LEO VINCENT A | MEMBER | — |
| INSERO SHARON B | CHIEF COMPLIANCE OFFICER | — |