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.
585-348-9456
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.
585-348-9549
cherendeen@novemgroup.com
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Charlie joined Novem Group in August of 2013, although he has been affiliated with the firm for over 15 years. He is responsible for providing group retirement plan solutions for all types of organizations as well as wealth management and financial planning services for individuals. Charlie has been working in the field of Investment Management, Retirement and Benefit Plan Services for over 30 years.
Prior to joining Novem Group, Charlie was a Manager of Retirement and Benefits Consulting for a large National Third-Party Administration (TPA) Firm, a Senior Conversion Analyst for a National Retirement Plan Provider and Vice President, Retirement Financial Services Officer for one of the largest financial services organizations in the world. Charlie graduated with a Bachelor of Science in Accounting from the John Wiley Jones School of Business at SUNY Geneseo. He currently possesses the designations of Certified Retirement Services Professional (CRSP), Certified IRA Services Professional (CISP), Group Benefits Associate (GBA), Cash Balance Consultant (CBC) and Accredited Investment Fiduciary (AIF®). He is also a candidate for his Certified Financial Planner (CFP®) designation. He is a member of the International Foundation of Employee Benefit Plans, the Financial Planning Association and is on the Board of the New York Employee Benefits Council (NYEBC). Moreover, he holds his FINRA series 6, 63 and 65 securities licenses as well as his New York State Life, Accident and Health Insurance License.
The Financial Times recognized Charlie in their annual list of Top Retirement Advisers in the country in 2016, 2017 and 2018. Charlie resides and is an active supporter of Victor Lacrosse. He enjoys golf, playing guitar and his family time. His wife Gina is a teacher in the Fairport Central School District and he has three children, Allison, Jack and Matthew.
585-348-9227
cgueli@novemgroup.com
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Cathy is thrilled to join Novem Group as a Wealth Advisor, where she continues her mission of integrating a rich set of experiences in service, management, strategy, and communications to help clients achieve their financial goals. With a diverse background in industry and the military, Cathy brings a unique perspective to her role, providing comprehensive financial guidance.
Before joining Novem Group, Cathy held key leadership positions at Xerox Corporation, including vice president of annuity management and strategy for North America, where she led initiatives to enhance profitability. She also served as vice president of offering strategy, guiding programs that supported Xerox’s partners in the small and medium business sector. Additionally, Cathy led the corporate strategy intelligence function and served as vice president of strategy and communications, overseeing strategic development and execution across Xerox’s business divisions.
Cathy’s career began in the United States Air Force, where she served as a program manager for aerospace and electronics systems acquisition. Her outstanding contributions earned her both the Meritorious Service Medal and the Air Force Achievement Medal for successfully bringing new capabilities to U.S. and allied forces.
She holds a Bachelor of Science degree in aerospace engineering from Boston University, an MBA from the University of Dayton, and the Certified Financial Planner designation (CFP®). Cathy has also completed executive education programs in product development, leadership, and management from Northwestern University’s Kellogg School of Management and Columbia Business School.
Born and raised in Rochester, New York, Cathy returned to her hometown after her military service to raise her two sons. She is an active community volunteer and enjoys gardening, kayaking, and reading, both at her home in Pittsford and at the Finger Lakes in upstate New York.
As Cathy embarks on this new chapter with Novem Group, she looks forward to continuing to provide exceptional financial guidance and helping clients navigate their unique financial journeys with confidence and clarity.