COURIER CAPITAL, LLC of BUFFALO, NY is an SEC-registered investment adviser (CRD 282485). Regulatory assets under management: $3.6B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Heather Lynn Wisinski | SENIOR DIRECTOR OF OPERATIONS | — |
| James Edward Iglewski | PRESIDENT | — |
| Jason Michael Stronz | SENIOR MANAGING DIRECTOR | — |
| Karen Ann Mohn | CHIEF COMPLIANCE OFFICER | — |
| KAZ BRUCE BRIAN | CHIEF COMPLIANCE OFFICER | — |
| WESTERVELT REBECCA LEVENGOOD | CHIEF COMPLIANCE OFFICER | — |
| MOHN KAREN ANN | CHIEF COMPLIANCE OFFICER | — |
| HANLON THOMAS JAMES | CHIEF OPERATING OFFICER; EXECUTIVE VICE PRESIDENT, WEALTH MANAGEMENT; PRESIDENT | — |
| BIRMINGHAM MARTIN K | CHAIRMAN/CEO; CHAIRMAN/PRESIDENT | — |
| KLOTZBACH KEVIN BRUCE | TREASURER | — |
| DUMBLETON SONIA MARIE | SECRETARY | — |
| Kreienberg William L | PRESIDENT | — |
| WISINSKI HEATHER LYNN | SENIOR DIRECTOR OF OPERATIONS | — |
| IGLEWSKI JAMES EDWARD | PRESIDENT | — |
| Stronz Jason Michael | SENIOR MANAGING DIRECTOR | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ROCHESTER | NY | 2 | 5854616085 |
| ROCHESTER | NY | 2 | 5854616085 |
| SARASOTA | FL | 2 | 941-248-1251 |
| SARASOTA | FL | 2 | 941-248-1251 |
| JAMESTOWN | NY | 1 | (716) 484-2402 |
| PITTSBURGH | PA | 1 | 4124476080 |
| JAMESTOWN | NY | 1 | (716) 484-2402 |
| PITTSBURGH | PA | 1 | 4124476080 |