EUGENIA (JEAN) S. PAVEK

Vice President,
Chief Compliance Officer

Vice President, <br />Chief Compliance Officer

Jean began her career in financial services with Joe Biondo in 1982 at Shearson/American Express. She has held positions of increasing responsibility, advancing from Sales Assistant to Branch Manager. She focuses on Client relations and compliance. Jean attended Skidmore College in Saratoga Springs, NY. She is active in education and community affairs serving as the Vice President of the Orange-Ulster Board of Cooperative Educational Services and a member of the Board of Directors of the Mental Health Association in Orange County, Inc.

You can check Jean’s broker background on FINRA’s BrokerCheck

You can also check Jean’s investment advisor background on the SEC’s Investment Adviser Public Disclosure (IAPD)

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JOSEPH (JOE) R. BIONDO

Founder,
Senior Portfolio Manager

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JOSEPH P. BIONDO

Chief Executive Officer,
Chief Investment Officer,
Portfolio Manager

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KARL A. WAGNER III

Partner,
Director of Business Development

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SCOTT A. GOGINSKY, CFA

Research Analyst
Portfolio Manager

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EUGENIA (JEAN) S. PAVEK

Vice President,
Chief Compliance Officer

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GENEVIEVE C. CORNELL

Vice President,
Director Operations

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NANCY L. CONKLIN

Director,
Administration and Finance

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ALEXANDRA G. BOGUSTA, CIPM

Performance Analyst,
Operations Associate

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JENNIFER L. JARVIS

Portfolio Manager Assistant

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KYLE CLARK

Business Development and Research Associate

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NICOLE DUTKUS

Client Service Representative

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LINDA M. SMITH

Administrative Associate

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CYNTHIA S. DAY

Operations and Compliance Assistant

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