Rochester, NY
Jupiter, FL
Atlanta, GA

Novem Group

Dedicated Personal Financial Services

The team at Novem Group has the experience and skills required to thrive and evolve in an ever-changing industry. We have a diverse group of talented individuals, all with unique and valuable experience. Our commitment to the communities that we serve is matched only by our commitment to our clients.

Meet Our Team

Look up our advisors on FINRA’s BrokerCheck!

Affiliations & Disclosures

*Securities offered through American Portfolios Financial Services, Inc., Member: FINRA, SIPC.

**Advisory services and products offered through American Portfolios Advisors, Inc. an SEC-Registered Investment Adviser.

***Advisory services offered through Novem Group, an SEC-Registered Investment Adviser, which is independent of American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc.

Join Our Team

To Apply

Submit your resume and cover letter via email to hr@novemgroup.com. 

Have a question?
Contact us at either location; Rochester, NY, or Jupiter, FL

Rochester, NY Location
Novem Group
350 Linden Oaks #140
Rochester, NY 14625

P: 585-348-9525
F: 585-348-9513
E: info@novemgroup.com

Get Directions

Jupiter, FL Location
Novem Group
601 Heritage Dr #225
Jupiter, FL 33458

P: 561-623-5492
E: info@novemgroup.com

Get Directions
Business Hours:
Monday - Friday
8:30 AM - 5:00 PM
Saturday - Sunday
Closed
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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory) and Novem Group. Please refer to FINRA BrokerCheck for your representative’s firm affiliations. Novem Group is independent of OWI and OAS. Any opinions expressed in this forum are not the opinion or view of Novem Group, OWI, or OAS, and have not been reviewed for completeness or accuracy. Any comments or postings are for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk, may result in a loss of principal, and are not suitable for all types of investors. Past performance does not guarantee future results. (10/24)

Adam Morgan
Financial Advisor

585-348-9537
amorgan@novemgroup.com
Affiliations & Disclosures */**/***

As a Financial Advisor & CERTIFIED FINANCIAL PLANNER® Practitioner, Adam works primarily with professionals, high-net-worth individuals/families, and small-to-medium size businesses. As a comprehensive planner, Adam helps his clients develop strategies to accumulate, protect, and distribute their retirement savings and wealth.

Before Novem Group, Adam was an advisor at AXA Advisors. There he spent much of his time devoted to helping teachers and staff in the local public schools with comprehensive wealth management and financial education. Mr. Morgan continues to serve this community today and has an extensive client base in the local schools of the Greater Rochester area.

Before Adam joined the financial services industry, he was a Production Supervisor at a local float glass manufacturer, Guardian Industries, in Geneva, NY. His passion for finance and serving others eventually led him to this industry, where he found AXA Advisors.

Mr. Morgan is a graduate of Alfred University, where he earned his B.S. in Mechanical Engineering (Cum Laude) and Business Administration (Cum Laude). While attending Alfred University, Adam played soccer for four years and earned All-Region Honors. He continues to be involved as a board member of the Alfred University Alumni Council. Adam resides in Spencerport, New York with his wife Kristi, twin boys Gavin and Noah, and their energetic Australian Shepard, Parker. In his free time, he enjoys spending time with family and friends, playing soccer, and being a lifelong learner.

Amanda Esteves
Wealth Advisor

585-348-9526
aesteves@novemgroup.com
Affiliations & Disclosures */***

Amanda joined Novem Group in September of 2008 as the Executive Assistant to the CEO, Robert Bartolotta. Over the years, she has supported financial advisors with their practices at Novem Group and has been involved in the firm’s overall operations and compliance. Amanda began supervising advisors in 2013 and led the compliance department as CCO from 2019 to 2024. She has since decided to focus on financial planning for local individuals and small business owners. It was a difficult decision to move on from the CCO position as that achievement was one that Amanda is very proud of. The migration to advising individuals originated from her strong dedication to help people and genuine ambition to make a difference in their financial success. With experience in both the customer service and fiduciary elements of financial planning, Amanda brings a fresh, well-educated perspective.

Amanda holds the SIE, Series 4, 7, 24, 63, and 66, and is currently pursuing the CFP® certification.
Amanda lives in Rochester, NY with her husband and two daughters. Outside of the office, Amanda enjoys trying new recipes and traveling with her family.

Andy Gentile
Wealth Advisor

Schedule Time To Meet
561-623-5492
agentile@novemgroup.com
Affiliations & Disclosures */***

Andy has built his personal practice around comprehensive and holistic wealth planning. This approach is not product-driven, or even idea-driven, but rather focuses on how to best identify and then serve the needs of his clients. Andy believes in the client advocacy relationship that is established and delivered on an unbiased basis. Andy’s goal is to help clients connect with their goals and make informed decisions to achieve those goals.

Andy earned a Bachelor of Arts degree in Economics from Fordham University in New York, New York. He also holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation from the College of Financial Planning, the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), the Chartered Leadership Fellow (CLF) from The American College, the Certification in Long Term Care (CLTC) by the Corporation for LTC, the Certified Divorce Financial Analyst (CDFA) from the Institute for Divorce Financial Analysts, and the Accredited Investment Fiduciary (AIF) from Fi360. He holds the Series 7, 24, 51, 63, and 65 security licenses, is a registered investment advisor, and holds various state insurance licenses.

Andy has an extensive background in the financial planning industry as an advisor and a corporate executive. He began his career with American Express Financial Advisors in 1983, becoming an advisor before going into a leadership position as the Field Vice President in the Princeton, NJ office, where he supervised 75% of the advisors in the State of New Jersey.

In 1998, Andy joined Prudential Financial as Senior Vice President of Financial Planning, where he was responsible for the creation and implementation of a Fee-Based Financial Planning program across the United States. In 2000, he relocated to Atlanta, GA, as Senior Vice President of the Southern Territory, where under his leadership, he supervised 20% of the advisors in the United States.

In 2010, Andy decided to pursue his passion for working with clients again by assisting them in growing and protecting their wealth. In 2010, he started Ascend Wealth Management LLC and created the Financial Independence Maximizer ™, a comprehensive and holistic wealth management process. In 2013, his firm became one of nine independent firms that are members of the American Medical Associations Physicians Financial Partners Program.

He is an active member of various industry groups, including the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Services Professionals (SFSP), the Financial Planning Association (FPA). He is also a member of the prestigious Research Agency Group (RAGS) of the Life Insurance Marketing and Research Association (LIMRA).

To better serve his Florida clients, Andy relocated the practice to Jupiter Florida in early 2018 and affiliated with Novem Group, a Registered Investment Advisor and American Portfolios as the broker-dealer in June of 2019.

Andy resides in Jupiter, Florida. He is the proud parent of three children, Andrew, a financial planning major who graduated from The University of Alabama and is a Financial Planner in Atlanta, Justin, a sports marketing graduate of The University of Alabama who now works in Corporate Relations for the Chicago Bears, and Jamie Nicole, a Graphic Design and Business major who graduated from Samford University and now works in the medical franchising industry in Birmingham, Alabama.

In his free time, Andy enjoys golfing, fishing, traveling, and watching all major sports. He is an active member of Calvary Church of Jupiter.

You can easily see my real-time availability and schedule time with me at https://calendly.com/agentile-novem

Schedule A Time Meet
Anthony Simonetti
Wealth Advisor

585-348-9540
asimonetti@novemgroup.com
Affiliations & Disclosures */**/***

Anthony Simonetti has been working as a financial advisor since graduating from Providence College School of Business with a B.S. in Finance in 2008. His industry experience has included working at AXA Advisors for six years and iTP Partners for two years before joining the Novem Group in 2017. Anthony holds his Series 7, 66 and New York State Life, Accident and Health Insurance Licenses. Anthony assist several small businesses and individuals with their retirement planning, wealth management and insurance needs. Anthony is also the president and founder of a local non-profit, the Just Breathe Foundation, which assists individuals and their families who battle Cystic Fibrosis.

Cathy Gueli, CFP®
Wealth Advisor

585-348-9227
cgueli@novemgroup.com
Affiliations & Disclosures *

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.

Charles Herendeen
Managing Director, Senior Financial Advisor

585-348-9549
cherendeen@novemgroup.com
Affiliations & Disclosures */**/***

Charlie joined Novem Group in August of 2013, although he has been affiliated with the firm for over 12 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 nearly 25 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 is an active board member for Victor Boys Youth Lacrosse.

Greg Wagner
Investment Advisor Representative

585-440-6368
gwagner@novemgroup.com
Affiliations & Disclosures */***

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.

Jeremy Raco
Senior Vice President

585-348-9546
jraco@novemgroup.com
Affiliations & Disclosures */***

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.

Mackenzi Springer
Financial Advisor

585-348-9555
mspringer@novemgroup.com
Affiliations & Disclosures */***

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 and has been working with individual clients and Group Retirement plans ever since. 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. She is also a candidate for the highly regarded Certified Financial Planner® (CFP®) 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 hour of the day is the one she spends in the gym. In the summer, Mackenzi spends a lot of time on the Finger Lakes. If she’s not on the lake, you’ll be able to find her at the nearest dart board.

Patrick Manuel
President & Financial Advisor

585-348-9552
pmanuel@novemgroup.com
Affiliations & Disclosures */***

Pat received his B.A. in economics from the University of Rochester and holds Series 66, Series 7, NY Life and Health Insurance licenses as well as the Accredited Investment Fiduciary® (AIF®) designation. Pat joined Novem Group as a financial advisor in 2014, and in 2022 was promoted to President, ensuring his integrity, work ethic, and vision will continue to help shape the firm in the years to come.

Pat and his wife, Jill, live in Rochester with their two boys, Jackson and Cooper.

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.

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.

Tom Froehlich
Financial Advisor

732-974-3770
tom@froehlichfinancial.com
Affiliations & Disclosures */**/***

A Certified Investment Management Consultant and Analyst, Tom holds the Series 7, 63, 65, and 24 securities licenses, and Life, Health, Property and Casualty insurance licenses as well.

Tom uses his 38 years of industry knowledge and experience to help business owners, professionals, and their families solve problems, and to make wise choices to manage their wealth and transcend their legacy.

Specializing in Retirement and Retirement Income Planning, Tom is also often brought in as consultant for various accountants and attorneys, where his collaborative approach helps bring clarity and continuity to his clients’ planning process, creating a clear and simple path towards their wealth management objectives.

Active in his community, Tom is a frequent guest speaker for various companies, organizations, and associations, where he shares his expertise on retirement planning, investment management, and estate preservation. Tom has served on the board of directors, and is the past president, of The Wealth Advisor Institute. Tom is an active member of the Investments & Wealth Institute, and the founder of the organization’s New York Chapter, when it was called The Investment Management Consultants Association.

Married with three adult kids and three grandchildren, two of Tom’s personal passions are Dogs and supporting Special Needs Children, so Tom and Cooper, his Therapy Dog, may often be found visiting special needs kids in schools and in the pediatric unit at his local hospital.

Vince Palumbos
Financial Advisor

585-348-9423
vpalumbos@novemgroup.com
Affiliations & Disclosures */**/***

Vincent J. Palumbos is a Certified Senior Advisor, CSA®, and brings over 40 years of business and financial experience to his private practice. He has been in sales, management, business ownership, and financial services during his career. Vince is the recipient of many sales awards, including the coveted President’s Award. Vince is a wealth adviser and holds Series 63, 65, 7, and 24 securities licenses and is a licensed Life agent in NY, NJ, AZ, and FL. He earned a Masters of Education from Cambridge College in 1987.

Vince is a pilot and safety officer for the Civil Air Patrol. He’s a facilitator at Matt Talbot Ministries and recent past President of a Rotary Club. Vince is a former Major Gift Officer for McQuaid Jesuit High School and served on the Finance Council for St John of Rochester for 13 years.

Vince has four grown children and five grandchildren, and he and his wife, Ginny, live in Fairport.

Jeffrey Altieri
Portfolio Manager, Fixed Income Specialst

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.

Dan Williams
Investment Assistant

585-348-9456
dwilliams@novemgroup.com
Affiliations & Disclosures ***

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.

Tim Gerlach
Portfolio Manager

202-979-9664
tgerlach@novemgroup.com
Affiliations & Disclosures ***

Tim joined Novem Group in January 2019 and serves as the Portfolio Manager. He supervises the firm’s investment research and portfolio management team and is responsible for overseeing all daily investment management decisions. He holds the FINRA Series 65 license and is a graduate of Penn State University with a B.S. in Finance (’10) and M.S. in Finance (’14). He is also currently a candidate in the CFA program.

Tim is originally from Penfield, NY, and lives in Washington, D.C., with his wife, Kristen.

Betty Bartolotta
Client Service Associate

585-348-9525
bbartolotta@novemgroup.com

Betty joined Novem Group as a front desk receptionist in April 2017. Betty attended the University of Buffalo, American Institute of Banking, and Genesee Community College concentrating in business and banking. She worked at the Bank of Castile for 10 years as a teller, Branch Manager, and an Assistant Vice President. Betty left to run her own landscaping and garden center business with her family. After the business was sold, she worked as a legal assistant in a Hornell law office for a number of years and subsequently worked at and retired from her position as a Support Investigator with the Livingston County Department of Social Services.

Faith Cretella
Client Service Associate

585-348-9422
fcretella@novemgroup.com

Faith has a BA in English and a double minor in Communications and Writing
from Ithaca College. She left her role as both Customer Service Manager and
Inventory Control Manager at West Herr Automotive in 2024 to join Novem Group
and further her love for client relations. Initially, Faith will be freeing up other members of the CSA team by taking on some of their on-going administrative tasks and helping them to prepare for client reviews and appointments.

Faith lives with her partner, her 2 cats, and her puppy. She loves all things music and making people laugh.

Kim Kosko
CSA Manager

585-348-9542
kkosko@novemgroup.com

Kim joined Novem Benefits in August 2019 as an Administrative Assistant, but was quickly moved to the wealth management team at Novem Group to better utilize her analytical and organizational skills. Kim was promoted to manager of the CSA team two years later, in 2021.

Along with a background in Administration, Kim is also a Certified Personal Trainer. She attended the University of Calgary and received her Human Resource Management Certification before moving to the United States to join her husband, Jared. She enjoys volunteering and has been a part of the “Run for the Cure” since 2007.

Kim and her husband are happy to now call Rochester home. During her free time, Kim enjoys being active and spending time with her family.

Krissi Cook
Client Service Associate

585-348-9544
kcook@novemgroup.com

Krissi joined Novem Group from Unisys Corporation and Burroughs Payment Systems in 2011. Originally the Customer Service Manager for Novem’s payroll and HRIS division (which has since been phased out), Krissi built and led the client-service and implementation teams for all payroll and human resource clients. In 2019, Krissi’s sales-support, vendor, and project-management experience became critical to managing the ongoing growth of Novem’s investment division, so she transferred focus to the wealth department and now utilizes her 20+ years of experience on behalf of multiple Financial Advisors as they build their investment practices, and for the expanding Group Retirement Services Department.

Krissi lives in Penfield with her husband Doug, and children, Makaylah and Aiden.

Kristen Dupree
Client Service Associate

585-348-9528
kdupree@novemgroup.com

Hired by Novem Group in November 2019 as an Administrative Assistant, Kristen works in the Wealth Department supporting and assisting the Senior VP of American Portfolios. Kristen joined Novem Group from the Greater Rochester Chamber of Commerce where she worked as the Recruiting Coordinator for 7 years. Kristen is a native of Rochester, NY and attended Roberts Wesleyan College graduating with a Bachelor’s Degree in Business Administration in 2012. She enjoys traveling with her family and challenging anyone in a game of darts.

Kristi Morgan
Client Service Associate

585-348-9245
kmorgan@novemgroup.com

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, holds her New York State Life, Accident & Health license and has her FPQP™ designation. Kristi lives in Spencerport, NY with her husband Adam and her three children.

Lexi Piccinich
Administrative Support Associate

585-348-9433
lpiccinich@novemgroup.com

Lexi has a bachelor’s degree in psychology from Seton Hall University, and developed a variety of research, communication, and organizational skills at her previous position. She joined Novem Group as an Administrative Support Assistant in August 2024. Lexi manages schedules for the team, ensures appointments are coordinated without conflicts, and handles professional communications. Lexi is also assisting with project coordination and ensuring excellent interoffice relationships by exceeding expectations.

Lexi was born and raised in Bergen County New Jersey and moved to Florida with her family and partner. She loves the beach and her dogs.

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.

Tiffany Beam
Client Service Associate

585-348-9543
tbeam@novemgroup.com

Tiffany began working for Novem Group as an Administrative Assistant in late December 2021 and was quickly promoted to Client Service Associate. Tiffany is a paralegal studies and pre-law student at Bryant & Stratton College. She worked as a Receptionist at Woods Oviatt Gilman LLC & Harris Beach PLLC for three years, performing administrative functions for each department’s practice as well as aiding clients.

Tiffany and her fiancé, along with their two German shepherds and cat, live on Hemlock Lake. Tiffany enjoys working out at the gym, cooking, traveling, and spending time with her animals and fiancé.

Tosin Deju
Consultant

770-525-7590
odeju@novemgroup.com

Tosin joined Novem Group with over 20 years of experience in the financial industry, and 15 years as a management consultant. She worked previously with IBM Global Business Services in the Financial Services practice as a Senior Change Management Consultant and Project Manager. Prior to that, she worked with Datek Online as a Customer Service Rep and an Accounts Principal, and held her Series 7, 63, 24, and 4 licenses.

Tosin holds an MBA in Finance, Entrepreneurship, and Entertainment, Media & Technology from the NYU Stern School of Business. She was a Consortium for Graduate Studies in Management Fellow, and selected student representative for the Harlem Small Business Initiative and Clinton Foundation Partnership. Tosin also holds an undergraduate degree in Biological Sciences from Rutgers University.

Tosin serves on the board of directors of Providence Foundation, a microloans program supporting local widows in entrepreneurship in Africa. She is also the Secretary for the Mary Adetayo Okunuga Foundation, a non-profit organization that aids families in need in Africa. She is married with three daughters, and lives with her family in Georgia.

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.

Kaeri Carroll
Director of IT

585-440-3994
kcarroll@novemgroup.com

Kaeri is a graduate of the University of Massachusetts with a B.S. in Information Technology and a minor in Business Law.

Focused on keeping the firm at the leading edge of new technology for the benefit of our corporate and individual clients, Kaeri also crafts many of our client communication pieces and maintains the firms’ digital presence online.

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.

Jessica Nichols
Bookkeeper

585-326-4210
jnichols@novemgroup.com

Before joining the accounting department in 2023, Jessica spent 12 years running the internal operations of a local family-owned business, managing all facets of accounting, budgeting, and office management, and worked as a remittance specialist for a TPA, managing the remittal of 403b, and 457b retirement accounts. At Novem Group, Jessica assists with reporting, billing, and accounts payable and receivable.

Married to her high school sweetheart, Jessica has two lovely daughters, Quinn and Harper, and she enjoys hiking, traveling with her family, and spending summers at their cottage on Waneta Lake.

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Matthew Spilfogel
Operations Associate

561-677-8097
mspilfogel@novemgroup.com

Matthew graduated from Columbia Southern University in 2014 with a Bachelor’s in Business Administration & Management and currently holds 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.

Megan Burritt
Compliance Associate

585-348-9525
mburritt@novemgroup.com

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.

Melissa Stroyer
Compliance Associate

585-348-9554
mstroyer@novemgroup.com

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.