Andrew Miran
Financial Controller
585-540-1940
amiran@novemgroup.com
Andrew joined Novem Group in 2016 as a Financial Accountant. In 2023, he was promoted to Financial Controller. He is a graduate of St. John Fisher College with a B.S. in Accounting and M.B.A. in General Management. Andrew oversees the commissions process and assists with budgeting, accounting, and reporting for Novem Group. Previously, Andrew worked at Paychex, Inc. in their Corporate Accounts Receivable and Online Services Team, where he focused on process improvements and reported on the overall health of the department.
Andrew is a native of Penfield and currently lives there with his family.
Jeremy Raco
Senior Vice President
585-348-9546
jraco@novemgroup.com
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Jeremy Raco has over 20 years of experience in financial services. He specializes in investment, retirement, estate, and risk management planning. Jeremy joined Novem Group in January of 2013, allowing him to advance the services offered to clients.
Prior to entering the industry, Jeremy served in the United States Marine Corps in a Security Forces unit for Counter Terrorism. He held Top Secret Clearance and earned the Marine of the Quarter designation in 1989. In 2008, Jeremy was honored with the Rochester Business Journal’s Top 40 under 40. In 2009, he was awarded the Sanford A. Gradinger Award.
Jeremy directs and organizes the Risk Management Department at Novem Group. The department offers a full range of insurance solutions to both individual and business clients. He is a Senior Vice President at American Portfolios Rochester and holds a series 6, 63, 65, and Life, Accident & Health Insurance License.
Greg Wagner
Investment Advisor Representative
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. Helping his clients to develop, prioritize, and achieve their financial goals. He takes a wholistic approach when working with clients to develop a complete financial picture. This allows recommendations to be customized to each client based on their individual needs. Greg works in the areas of wealth accumulation, portfolio construction and analysis, retirement income strategies, protecting loved ones with insurance and wealth transfer strategies.
Greg attended Nazareth College of Rochester where he attained his degree in business administration. Before joining Novem Group, Greg started his career in finance as an advisor at Foresters Financial. His interest in finance started at a young age when he became a founding member of the Orchard Park High School Academy of Finance. This is a group he continues to support as a board member.
Growing up in Orchard Park, NY, cheering for the Buffalo Bills comes naturally. When not in the office he spends his time on the golf course or with his family and two dogs on lake Chautauqua.
Dan Williams
Investment Assistant
585-348-9456
dwilliams@novemgroup.com
Affiliations & Disclosures ***
Dan joined Novem Group as an intern in the summer of 2022 and recently graduated from St. John Fisher University with a Bachelor of Science in Finance. In his role as Investment Assistant, Dan helps the investment team with everyday operations and provides background research and analysis. He has also worked at the Penfield Wegmans for over 5 years, typically at the customer service desk. Dan currently lives in Fairport, where he has resided his whole life. He 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.
Jeffrey Altieri
Portfolio Manager
Fixed Income Specialist
585-203-1984
jaltieri@novemgroup.com
Affiliations & Disclosures ***
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.