COURIER CAPITAL, LLC

COURIER CAPITAL, LLC of BUFFALO, NY is an SEC-registered investment adviser (CRD 282485). Regulatory assets under management: $3.6B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (15)

NameRoleLocation
Heather Lynn WisinskiSENIOR DIRECTOR OF OPERATIONS
James Edward IglewskiPRESIDENT
Jason Michael StronzSENIOR MANAGING DIRECTOR
Karen Ann MohnCHIEF COMPLIANCE OFFICER
KAZ BRUCE BRIANCHIEF COMPLIANCE OFFICER
WESTERVELT REBECCA LEVENGOODCHIEF COMPLIANCE OFFICER
MOHN KAREN ANNCHIEF COMPLIANCE OFFICER
HANLON THOMAS JAMESCHIEF OPERATING OFFICER; EXECUTIVE VICE PRESIDENT, WEALTH MANAGEMENT; PRESIDENT
BIRMINGHAM MARTIN KCHAIRMAN/CEO; CHAIRMAN/PRESIDENT
KLOTZBACH KEVIN BRUCETREASURER
DUMBLETON SONIA MARIESECRETARY
Kreienberg William LPRESIDENT
WISINSKI HEATHER LYNNSENIOR DIRECTOR OF OPERATIONS
IGLEWSKI JAMES EDWARDPRESIDENT
Stronz Jason MichaelSENIOR MANAGING DIRECTOR

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