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 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.
585-348-9552
pmanuel@novemgroup.com
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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.
585-348-9555
mspringer@novemgroup.com
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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®) and Certified Financial Planner® (CFP®) designations. 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.
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.
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.