Tim Gerlach

Director of Asset Management
585-348-9425
tgerlach@novemgroup.com
Affiliations & Disclosures ***

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.

Robert Wilson

Paraplanner
585-348-9545
rwilson@novemgroup.com

Rob Joined Novem Group in Rochester at the end of 2022 as a Paraplanner, providing Administrative Support to advisors while also spearheading integration of the robust technology suite provided to Novem Group clients. Rob graduated from the State University of New York at Oswego with a bachelor’s degree majoring in both Business Administration and Risk Management & Insurance. He enjoys playing and watching sports (mainly soccer), and stays active with exercise, fishing, and cooking. Rob loves to attend EDM, rock, and other live music events in Western NY, as well as heading back to Binghampton to visit family and friends. In the near future, Rob’s goal is to begin travelling internationally.

Dan Williams

Investment Assistant
585-348-9456
dwilliams@novemgroup.com

Dan joined Novem Group as an intern in the summer of 2022 and recently graduated from St. John Fisher University with a Bachelor of Science in Finance. In his role as Investment Assistant, Dan helps the investment team with everyday operations and provides background research and analysis. He has also worked at the Penfield Wegmans for over 5 years, typically at the customer service desk. Dan currently lives in Fairport, where he has resided his whole life. He follows many different sports leagues with favorite teams all over the map including the Green Bay Packers, Los Angeles Dodgers, and Syracuse football and basketball. In his free time, he enjoys golfing, and spending time with family and friends.

Jeffrey Altieri
Portfolio Manager
Fixed Income Specialist
585-203-1984
jaltieri@novemgroup.com
Affiliations & Disclosures ***

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.