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 2015 through 2021 and making the Rochester Business Journal “Rochester Top 100” list in 2016, 2017, 2018 and 2022.
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
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 three boys, Jackson, Cooper and Luke.
585-440-3994
kcarroll@novemgroup.com
Kaeri Carroll is the Director of IT at Novem Group, where she blends a deep understanding of technology with a keen sense for strategic communication. A graduate of the University of Massachusetts with a B.S. in Information Technology and a minor in Business Law, Kaeri ensures the firm stays ahead of the curve—implementing innovative tech solutions to enhance client service and security. She also leads Novem’s digital voice, crafting clear, engaging communications and overseeing the firm’s online presence to reflect its values of transparency, professionalism, and forward-thinking advice.
585-540-1940
amiran@novemgroup.com
Andrew is the Financial Controller at Novem Group, where he manages the firm’s internal financial operations with discipline and foresight. A graduate of St. John Fisher University with a degree in Accounting and an MBA, Andrew is responsible for budgeting, reporting, and long-term financial planning that supports the firm’s continued growth and stability. Known for his thoughtful approach and steady presence, he plays a vital role in maintaining operational efficiency across the organization. Outside of work, Andrew enjoys life in the Rochester area with his wife and two children and brings the same sense of balance and dedication to his personal life as he does to his professional one.