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.
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 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.
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.