Thomas Burke
Investment Advisor Representative
585-348-9539
tburke@novemgroup.com
Affiliations & Disclosures ***
Tom is a graduate of Cornell University with a bachelor’s degree in Applied Economics. He is a 30 year veteran of the financial services industry working with financial advisers, businesses, organizations, and individuals. Over the years, Tom has developed and managed employee benefit and retirement plans, and through hard work, brand development, and practice acquisitions, he successfully built his own financial services practice. Throughout his career, Tom has consistently achieved Honors Club and President Council for the companies he represented. He brings us a wealth of experience and knowledge with a dynamic and effective style.
Tom rejoined Novem Group in October 2014 and looks forward to helping our advisers build successful financial practices to better serve our clients.
Stephen Roehrig
Financial Advisor
585-348-9517
sroehrig@novemgroup.com
Affiliations & Disclosures */***
Stephen Roehrig is an experienced financial advisor who began his career in 1996. Stephen transitioned his practice to Novem Group in 2008 and specializes in wealth management, retirement and financial planning, as well as insurance & risk management. Steve holds Series 7, 63, 65 and New York State Life, Accident, and Health Licenses, and makes it a priority that his loyal clients get great service. After earning a Bachelor of Science from Le Moyne College in Syracuse, NY, he decided to stay close to his roots, living here in Rochester with his wife, Leigh, and daughters, Maya and Elle. Steve has always had a desire to work in the financial services industry and pursued a degree in Finance & Economics to accomplish this. He is grateful that he can achieve his goals of providing sound financial advice and incredible customer service to his many loyal clients.
Stephen Mitchell
Portfolio Manager
585-348-9530
smitchell@novemgroup.com
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Stephen joined Novem Group in 2018 and has eight years of experience working in the financial services industry. As Portfolio Manager, Stephen oversees the investment team and provides research and analytical services to advisors. Stephen focuses on identifying and developing investment strategies to help Novem clients achieve their financial goals.
Stephen received his B.A. in Financial Economics from the University of Rochester, and holds Series 7, 63, and 66 securities licenses. Stephen is a CFA Level III Candidate.
Stephen and his wife Nicole live in Penfield with their dog Bo. In his free time, he enjoys golfing, hiking, and traveling.
Rosann Lill
Assistant Office Manager
585-348-9525
rlill@novemgroup.com
Rosann Lill is the Assistant Office Manager for Novem Group. She has been working with individual and corporate clients for 15 years.
Born and raised in Rochester, NY, Rosann attended Katharine Gibbs in Boston after high school. She worked at Xerox Corporation for many years and left to become a business owner of Airport Lanes. Upon the sale of her business, she decided to continue doing what she enjoys, maintaining relationships with clients and business associates.
Rosann’s responsibilities include office administration, client relations, and managing our annual charity golf tournament.
Robert Bartolotta
CEO
585-348-9521
rbartolotta@novemgroup.com
Affiliations & Disclosures */**/***
Robert is a graduate of Cornell University with a BS in Applied Economics. He is an Investment Advisory Representative through Novem Group and holds the following securities licenses: 6, 22, 24, 26, 51, 52, 62, 72, and 82, as well as Life, Accident, and Heath Insurance licenses both in and outside of New York state. He is the founder and CEO of Novem Group, a rapidly growing investment advisory firm with more than a billion dollars in assets under management. Robert and the management team have been recognized for their corporate culture at Novem with a focus on work life balance for all employees. Novem Group has received numerous honors, being ranked by the Democrat and Chronicle as one of Rochester’s Top Workplaces in 2015, 2016, 2017, 2018, 2019 and making the Rochester Business Journal “Rochester Top 100” list in 2016, 2017 and 2018.
With more than 30 years of experience, Robert is a seasoned financial advisor and executive. Under Robert’s leadership as the Senior Managing Director of American Portfolios in Rochester, NY the office placed first nationally for American Portfolios Financial Services in 2015, 2016, 2017, 2018 and 2019, Bob personally ranked as the top advisor out of over 750 financial professionals nationally.