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.

*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

Operations Associate | Full Time

Location: Jupiter, Florida

Voted one of Rochester’s Top Workplaces seven years running (2015-2021), Novem Group seeks a full-time Operations Associate. In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change. We provide coaching and partnership services to advisor firms, and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

The Operations Associate will assist team members in preparing paperwork and ensuring every aspect of client accounts are set up accurately and properly maintained. This role will provide ongoing service and support to clients that exceeds expectations. This includes determining what actions need to be completed to set up new accounts or perform maintenance on existing client accounts on an accurate and timely basis. Coordination of projects, training and ongoing development of improved office procedures is also required.

Functional Responsibilities
  • Maintain client information in Salentica/BlackDiamond
  • Become subject matter expert in operational policies and procedures
  • Follow the guidelines to achieve goals + deliverables like drift reporting, cash balance monitoring, etc.
  • Prepare paperwork to open and/or maintain client accounts to the specifications requested by the Advisor
  • Draft, review, or edit client correspondence for Advisors, if needed
  • Assist in the preparation of materials for upcoming client meetings
  • Conduct and participate in client meetings, face-to-face, to complete required paperwork (as training progresses)
  • Follow the guidelines provided to achieve goals and deliverables that support business goals in collaboration with management and stakeholders
  • Conduct phone calls with custodians to research potential issues within client accounts
  • Assist in developing processes and procedures that enhance accuracy and streamlines processes
  • Assist in setting and continually meeting project expectations with team members and management
  • Provide cashiering functions
Qualities
  • Computer literacy to easily learn new programs
  • Strong knowledge of Outlook, Sharepoint, Excel, Word, Teams, and OneDrive
  • Desire to provide the highest quality of service
  • Knowledge of Financial Advisor office tools
  • A natural acumen for numbers
  • The desire to conduct research
  • A genuine interest in the financial services industry
  • Desire to provide the highest quality of service
  • Strong attention to details
  • Planning and organizational skills
  • Manage multiple projects with precision
  • Exceptional written and verbal communication skills
Education & Experience
  • Bachelor’s degree in business administration, accounting, finance or similar field of study preferred
  • Previous experience in financial services industry preferred
  • Minimum of two years in a general office environment
  • In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits and a great working environment. This is your chance to play a key role in the continued success of our company.
  • Our culture is fast-paced, motivational and focused on healthy living.
Salary & Benefits
  • Exceptional Work/Life Balance
  • Competitive salary, negotiable depending on experience
  • 401(k) with company match
  • Generous Vacation Time Off
  • Flexible Time Off
  • 10 Sick Days Annually
  • Medical, Dental, Disability & Vision insurance
  • Nine paid Holidays

Registered Client Service Associate

Location: Rochester, NY

Voted one of Rochester’s Top Workplaces seven years running (2015-2021), Novem Group seeks a full-time Registered Client Service Associate. The CSA works with the entire team to coordinate all client service activities, with a focus on delivering the ultimate client experience. This position is critical to building client advocacy and ensuring continued profitability of the practice through identifying organic growth and referral opportunities. This individual spends almost all of his or her time providing a high level of executive and customer service support so that advisors can focus their efforts of growing the practice through marketing and sales activities.

Functional Responsibilities
  • Coordinates services activities and delegates appropriate to team members
  • Manages relationships with clients and internal and external resource providers
  • Ownership of client service menu and ultimate client experience
  • Generates and manages client communications and strategies by telephone, mail, and internet
  • Organizes all client appreciation events
  • Fulfills client request and deals with service-related issues
  • Generates call lists of clients and prospects for advisors
  • Participates in all team meetings and attends training events
  • Business processing and follow through (entering data, account establishment, and asset transfers), dealing with mutual fund, annuity and insurance companies
  • Manage Advisors’ calendars, scheduling calls and meetings.
  • Set-up new client meetings. Prep Advisors with necessary information.
  • Assist Advisors to maintain compliance requirements.
Qualities
  • Possesses a passion to help team and clients
  • Dedicated and loyal to trusted people
  • Reliable, follows through on commitments
  • Balances people and task responsibilities
  • Patient and methodical approach to work
  • Exceptional listening skills
  • Detail-oriented
  • Able to prioritize tasks
  • Strong organization and communication skills
  • Seeks stability and security
  • Can take direction and execute a plan
  • Prefers a conflict-free environment
  • Flexible and accommodating
  • Can assure people and put them at ease
Education & Experience
  • Minimum 2-5 years of financial services industry preferred
  • Licenses and credentials: Series 7, 63, 66, Life and Health Insurance
  • Knowledge of Microsoft Office and CRM systems preferred
  • An undergraduate degree in business or economics is preferred
  • Experience with TD Ameritrade, Black Diamond, eMoney platforms helpful
Salary & Benefits
  • Exceptional Work/Life Balance
  • Competitive salary, negotiable depending on experience
  • 401(k) with company match
  • Generous Vacation Time Off
  • Flexible Time Off
  • 10 Sick Days Annually
  • Medical, Dental, Disability & Vision insurance
  • Salary: $40,000.00 – $50,000.00 per year

To Apply

Submit your resume and cover letter via email to Melissa Stroyer at mstroyer@novemgroup.com

Have a question?
Don’t hesitate to contact us at any of our locations; Rochester, NY, Jupiter, FL, and Atlanta, GA.

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

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

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

Atlanta, GA Location
Novem Group
11175 Cicero Dr #100
Alpharetta, GA 30022

Business Hours:
Monday - Friday
8:30 AM - 5:00 PM
Saturday - Sunday
Closed

Securities offered through American Portfolios Financial Services, Inc. (APFS), Member FINRA, SIPC. Advisory services offered through American Portfolios Advisors, Inc. (APA) and/or Novem Group, SEC-Registered Investment Advisers. Novem Group is independent of APFS and APA. Please refer to your representative’s FINRA BrokerCheck for firm affiliations. Any opinions expressed in this forum are not the opinion or view of Novem Group, APFS, or APA 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. (7/21)

Adam Morgan
Financial Advisor
585-348-9537
amorgan@novemgroup.com
See 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.

Andy Gentile
Wealth Advisor
561-623-5492
agentile@novemgroup.com
See 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), and Chartered Leadership Fellow (CLF) from The American College, 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 Christ Fellowship Church in Palm Beach Gardens, Florida.

Anthony Simonetti

Wealth Advisor
585-348-9540
asimonetti@novemgroup.com
See 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.

Charles Herendeen
Director of Group Retirement Plans
585-348-9549
cherendeen@novemgroup.com
See 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.

Diana Lippa
Financial Advisor
585-348-9518
dlippa@novemgroup.com
See Disclosures */***

Diana Lippa is a Financial Advisor with Novem Group. She started with the investment team in 2002., Diana has more than 17 years of financial services experience, including banking, trading, retirement planning, and private wealth management.

Diana holds a B.S. in Finance and Economics from the State University of New York at Plattsburgh. She is an Investment Adviser Representative and holds her Series 7, 63, 66 and Life, Accident & Health Insurance licenses.

Diana specializes in private wealth management for high net-worth investors. Her practice is limited to a select group of clients in order to provide the highest level of financial planning and personal service.

Gil Wood
Financial Advisor
585-348-9541
gil@novemgroup.com
See Disclosures */***

A Rochester native, Gil received his B.A. in history from St. Lawrence University and has his 66, 7, 63, and New York State life and health insurance licenses. Gil has worked as a financial adviser in his own firm, Gil Wood & Associates, Inc., for over 20 years. He joined Novem Group in 2015.

Greg Wagner
Investment Advisor Representative
585-203-1986
gwagner@novemgroup.com
See 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
See 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.

Les Medall
Financial Advisor
585-419-2310
medallion@novemgroup.com
See Disclosures */***

Born and raised in North Hollywood, California, Les was educated at UC Berkeley and UCLA. He spent 25 years as President of Medall Productions, Inc., an advertising agency and creative production firm. In 1971, Les left the west coast and moved to Rochester, NY, eventually making the transition to the financial services industry. A Financial Advisor with 20-plus years of experience, Les joined APFS and the Novem team in 2013. Married to the lovely Merri-Lou McKeever for more than 36 years, Les also enjoys spending time at Penfield Country Club.

Mackenzi Springer
Financial Advisor
585-348-9555
mspringer@novemgroup.com
See Disclosure */***

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.

Patrick Manuel
Financial Advisor
585-348-9552
pmanuel@novemgroup.com
See 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 worked for Tompkins Financial as a financial adviser and has been with Novem Group since January of 2014. Pat and his wife, Jill, live in Rochester with their two boys, Jackson and Cooper.

Robert Hayes

Wealth Advisor
585-348-9556
rhayes@novemgroup.com
See Disclosures */***

Rob joined Novem Group as a Wealth Advisor in January of 2016 and provides retirement and benefit plan education and enrollment services for corporate clients, as well as wealth management and financial planning services for individual clients.

A veteran of the investment, retirement, and benefit plan service fields for more than a decade, Rob graduated with a B.A. in Economics from the University of Notre Dame and holds Series 7 and 66 securities licenses as well as his New York State Life, Accident and Health Insurance License. Rob is also a certified broker for the New York State of Health individual and small business marketplaces. Rob and his wife, Allison, reside in Avon, NY, with their four children.

Stephen Roehrig
Financial Advisor
585-348-9517
sroehrig@novemgroup.com
See 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
585-419-2312
tburke@novemgroup.com
See Disclosure ***

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
See 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 35 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 Investment Management, 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, and is also a member of the Financial Planning Association. Very active with the American Cancer Society, Tom sits on the Board of Advisors for the Jersey Shore Region.

Married with three adult kids and three grandchildren, two of Tom's personal passions are Dogs and supporting Special Needs Children, so Tom and Therapy Dogs, Charley, and Lexie, 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
See 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.

Charles Ruff, CFA
Portfolio Manager
585-348-9534
cruff@novemgroup.com
See Disclosure ***

Charlie joined Novem in August 2019. As a Portfolio Manager, Charlie oversees the investment team and assists the advisors with their investment strategy. He has eight years of analytical experience in the investment management industry. Charlie is an avid reader and a perpetual student of the markets. He focuses on identifying and developing investment strategies that help Novem clients achieve their goals.

After graduating from Hamilton College with a BA in Economics and Government, Charlie continued to London, where he completed his master’s degree at Cass Business School. Returning home to Rochester, he earned his Chartered Financial Analyst (CFA) designation. He currently serves as a professional advisor to the Rochester Area Community Foundation and sits on the board of the CFA Society of Rochester.

Charlie and his wife, Ginger, settled down in Rochester, where they have two girls and a very needy golden retriever. If he ever found free time, Charlie would enjoy running, golfing, and skiing.

Jeffrey Altieri
Portfolio Manager
Fixed Income Specialist
585-203-1984
jaltieri@novemgroup.com
See Disclosure ***

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.

Stephen Mitchell
Trading & Operations Associate
585-348-9530
smitchell@novemgroup.com
See Disclosures */***

Stephen received his B.A. in Financial Economics from the University of Rochester and holds his Series 7, Series 63, and Series 66 licenses. He joined Novem group in 2018 as a Trading & Operations Associate. In his current role, Stephen works directly with advisors to ensure the operations supporting Novem Group’s investment strategies function smoothly. He specializes in market research and options trading at Novem Group. Stephen is a CFA Level II Candidate.
Stephen currently lives in Irondequoit with his wife, Nicole, and their dog Bo. He enjoys golfing, hiking, and travelling in his free time

Thomas Lyons

Operations Associate
585-348-9456
tlyons@novemgroup.com
See Disclosure ***

Thomas graduated from Binghamton University in 2016 with a Bachelor’s in Economics and holds his Series 65 license. He joined Novem Group in 2017 as an Operations Associate and provides direct support to the Investment & Operations Teams. Thomas is a CFA Level II candidate. He assists with investment research and maintaining Novem Group’s technology platforms. His efforts enable our advisors to provide a personalized service to their clientele. Thomas lives in Rochester. He enjoys playing sports and making sushi.

Tim Gerlach

Director of Asset Management
585-348-9425
tgerlach@novemgroup.com
See Disclosure ***

Tim joined Novem Group in January 2019 as the Director of Asset Management and holds the FINRA Series 65 license. He is a graduate of Penn State University with a B.S. in Finance (’10) and M.S. in Finance (’14). After completing his undergraduate degree, he obtained a Top Secret security clearance and worked at the Department of Defense as a Contracting Officer. He moved to the private sector in 2015 and joined Deloitte Consulting, LLP, as a Senior Consultant supporting government agencies across the Intelligence Community. These opportunities helped build both a skill set and a deep passion for designing business strategies that overcome core challenges and create value for all stakeholders, which are now being applied at Novem Group to drive growth and innovation across the business.

Tim is originally from Penfield, NY, and lives in Washington, D.C., with his wife, Kristen, who recently received her J.D. from the Washington College of Law at American University.

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.

Kim Kosko
Client Service Associate
585-348-9542
kkosko@novemgroup.com

Kim joined Novem Benefits in August 2019 as an Administrative Assistant.
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, 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.

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.

Tosin Deju
Consultant
561-623-5492
odeju@novemgroup.com

Tosin joins 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 currently the treasurer for BEECH Homeschool Group, a non-profit homeschooling organization in Cumming, Georgia, and former treasurer for CHEER Homeschool Group E-Day program. She is married with three daughters, and lives with her family in Georgia.

Robert Bartolotta
CEO / President
585-348-9521
rbartolotta@novemgroup.com
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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 the two companies; Novem Benefits and Novem Group, a rapidly growing investment advisory firm with nearly one billion in asset under management. Robert along with 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.

Amanda Esteves
IACCP® | Chief Compliance Officer
585-348-9526
aesteves@novemgroup.com
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Amanda joined Novem Group as Bob Bartolotta’s Executive Assistant in September of 2008. Since then, she has supported advisers with their individual and corporate clients, managed the investment team, and worked directly with Bob Bartolotta on the firm’s operations and compliance initiatives.

Amanda was named Chief Compliance Officer of Novem Group in November of 2019. She currently holds the FINRA Series 4, 7, 24, 63, and 66 licenses and the Investment Adviser Certified Compliance Professional (IACCP®) designation, co-sponsored by the Investment Adviser Association (IAA) and National Regulatory Services (NRS).

Amanda lives in Brighton with her husband Antonio and daughter Lena.

Andrew Miran
Financial Accountant
585-348-9538
amiran@novemgroup.com

Andrew joined Novem Group in October 2016 as a Financial Accountant. He is a graduate of St. John Fisher College with a B.S. in Accounting (’13) and M.B.A. in General Management (’14). 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
585-348-9511
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. She is also a notary and holds a New York State Life, Accident, and Health Insurance license.

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.

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
HR & Operations Generalist
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. Melissa is a board member for the Novem Foundation and is part of the foundation’s event committee to assist in the fight against childhood poverty in Rochester.