Melissa graduated in 2009 with a Bachelor’s degree in Communication and Rhetoric from Nazareth College, where she also worked as a Marketing and Publicity Intern for the college’s Arts Center. After graduation she was hired as an Event Manager at Mach 2 Management, but eventually moved to NYC to accept a position as the Managing Director of Sales at Modern Trousseau. Melissa returned to Rochester and joined Novem Group in July of 2014 as Robert Bartolotta’s Executive Assistant and was promoted to HR Generalist in 2016. In 2021, Melissa’s role evolved to HR and Operations Generalist. In 2023, her role shifted from HR & Operations Generalist by taking on the position of Compliance Associate.
Melissa lives in Catskills with her family. She spends much of her spare time outdoors on the Delaware River.
Mackenzi attended St. John Fisher College and graduated with a degree in Communications and Marketing in 2017. She joined Novem Group as an Investment Assistant in April 2018. Mackenzi was eager to obtain all necessary licenses to become a Financial Advisor with a focus on Corporate Retirement Planning. She holds her Series 7, Series 65, Series 63, New York State Life, Accident and Health Insurance license as well as the Accredited Investment Fiduciary® (AIF®) designation. Mackenzi is currently taking on new clients for individual and group retirement planning.
A Rochester native, Mackenzi enjoys trying out new restaurants in the downtown area with friends on the weekends. She is passionate about health and fitness; her favorite forms of exercise are cycling, boxing and yoga. In the summer, she spends a lot of time on Conesus Lake. If she’s not on the lake, you’ll be able to find her walking her dog Winston around the Park Avenue area.
Megan has been with Novem Group since 2007. Starting out as the Executive Assistant to Robert Bartolotta, she was quickly promoted to Account Manager in 2008. Megan managed group insurance accounts until May 2013, when she changed her schedule to part-time after the birth of her son. For 7 years, Megan has provided administrative support to not only the employee benefits department, but also payroll, and retirement services. In 2021 her role shifted from administrative to operations by taking on the position of Compliance Associate. Having over a decade of experience with Novem Group, Megan has the versatility to help with specialized projects in all areas of the business.
Megan is a 2006 graduate of Canisius College with a BA in Communication Studies and Art History. She graduated Summa cum Laude and received several honors for her academic achievement, including those for Academic Excellence and Highest Honors/GPA in both Communication Studies and Art History. Megan lives in Pittsford with her husband, David, and their two children, Zachary and Gwyneth. She spends much of her spare time with friends and family at Honeoye Lake.
Matthew graduated from Columbia Southern University in 2014 with a Bachelor’s in Business Administration & Management and is currently studying for his Series 65 license. He joined Novem Group in 2021 as an Operations Associate, working directly with advisors to maintain client information and supporting the Investment & Operations Teams.
Matthew lives in Lake Worth, Florida with his wife, Jessica and their dog Eli. He is an avid sports fan and loves spending time with his family.
Kristi Joined Novem Group in February 2016. A graduate of Bryant & Stratton college with an Associate’s degree in Business Administration, she came to Novem with 12 years of experience in the finance industry working with corporate and individual clients. Kristi is a licensed Notary Public, and holds her New York State Life, Accident & Health license. Kristi lives in Spencerport, NY with her husband Adam and twin sons Gavin and Noah.