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.
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.
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
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.
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.