585-540-1940
amiran@novemgroup.com
Andrew is the Financial Controller at Novem Group, where he manages the firm’s internal financial operations with discipline and foresight. A graduate of St. John Fisher University with a degree in Accounting and an MBA, Andrew is responsible for budgeting, reporting, and long-term financial planning that supports the firm’s continued growth and stability. Known for his thoughtful approach and steady presence, he plays a vital role in maintaining operational efficiency across the organization. Outside of work, Andrew enjoys life in the Rochester area with his wife and two children and brings the same sense of balance and dedication to his personal life as he does to his professional one.
585-348-9546
jraco@novemgroup.com
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Jeremy Raco brings over 30 years of experience in the financial services industry, with deep expertise in investment management, retirement planning, estate strategies, and risk management. Since joining Novem Group in January 2013, Jeremy has expanded the firm’s capabilities in delivering comprehensive, client-focused financial solutions.
Before entering the financial sector, Jeremy served in the United States Marine Corps in a Security Forces unit specializing in Counter Terrorism. He held Top Secret Clearance and was named Marine of the Quarter in 1989. His dedication to excellence carried over into his civilian career, earning him recognition such as the Rochester Business Journal’s “Top 40 Under 40” in 2008 and the prestigious Sanford A. Gradinger Award in 2009.
At Novem Group, Jeremy surrounds himself with a dedicated team of professionals designed to give his clients the best opportunity for success of their financial planning. He also runs the Risk Management Department, providing a full suite of insurance solutions to individual and business clients. He is a partner and Sr. Vice President, and holds Series 6, 63, and 65 licenses, as well as Life, Accident, and Health Insurance Licenses.
Jeremy’s commitment to integrity, service, and strategic planning makes him a trusted advisor to clients navigating complex financial landscapes.
585-440-6368
gwagner@novemgroup.com
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As an Investment Advisor Representative, Greg works with families, professionals, and business owners across Western New York. He helps his clients develop, prioritize, and achieve their financial goals by taking a holistic approach to creating a complete financial picture. This approach allows recommendations to be customized to each client’s individual needs. Greg specializes in wealth accumulation, portfolio construction and analysis, retirement income strategies, protecting loved ones with insurance, and wealth transfer strategies.
Within the firm, he manages the financial planning department. Leveraging the latest financial planning software to develop and analyze financial plans. Working closely with other advisors to produce innovative strategies and provide in-depth analyses. His efforts focus on ensuring that each plan is both comprehensive and uniquely tailored, addressing the nuanced needs of diverse clients. By fostering a collaborative environment, he enhances the overall quality of recommendations and strengthens the firm’s ability to deliver exceptional value.
In addition to his client-facing work, Greg is the host of the Novem Nexus Podcast: Navigating Your Financial Narrative, where he explores the intersection of financial planning and personal decision-making. Each episode provides valuable insights into the challenges and opportunities of managing finances, offering actionable advice to listeners. Whether you’re just starting your financial journey or looking to refine your strategy, tuning in to the podcast is a great way to gain clarity and inspiration for navigating your own financial narrative.
585-348-9456
dwilliams@novemgroup.com
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Dan joined Novem Group as an intern in the summer of 2022. He graduated from St. John Fisher University with a Bachelor of Science in Finance shortly thereafter and was hired as an Investment Assistant. Dan secured his series 65 securities license, and helps the investment team with everyday operations, providing background research and analysis.
Prior to joining Novem Group, Dan spent five years at Wegmans, typically at the customer service desk. A lifetime resident of Fairport, NY, Dan follows many different sports leagues with favorite teams all over the map, including the Green Bay Packers, Los Angeles Dodgers, and Syracuse football and basketball. In his free time, he enjoys golfing, and spending time with family and friends.
585-203-1984
jaltieri@novemgroup.com
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Jeff joined Novem Group in March 2021. With more than 40 years of experience, Jeff manages client portfolios and develops and implements fixed income strategies. An avid golfer, Jeff and his wife Kathy are longtime residents of Penfield, NY.