• Rochester, NY 585-348-9525
  • Jupiter, FL 561-623-5492
Novem Group
  • Home
  • About Us
  • Services
    • RIA Disclosures
    • For Individuals
    • For Companies
    • For Advisors
  • Client Portal
  • Broker Check
Select Page

Tim Gerlach

by nextAdmin1 | Jan 30, 2023 | Investment Assistants

Tim Gerlach Director of Asset Management 585-348-9425 tgerlach@novemgroup.com See Disclosure *** Read Bio

Robert Wilson

by NovemAdmin | Jan 27, 2023 | Investment Assistants

Robert Wilson Paraplanner 585-348-9545 rwilson@novemgroup.com Read Bio

Dan Williams

by NovemAdmin | Nov 19, 2019 | Investment Assistants

Dan Williams Investment Assistant 585-348-9456 dwilliams@novemgroup.com Read Bio

Jeffrey Altieri

by NovemAdmin | Nov 19, 2019 | Investment Assistants

Jeffrey Altieri Portfolio ManagerFixed Income Specialist 585-203-1980 jaltieri@novemgroup.com See Disclosure *** Read...

Recent Posts

  • Weekly Market Commentary for 3/20/23
  • Weekly Market Commentary for 3/13/23
  • Weekly Market Commentary for 3/6/23
  • Weekly Market Commentary for 2/27/23
  • Weekly Market Commentary for 2/21/2023

Archives

  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • April 2020
  • November 2019

Categories

  • Account Manager
  • Blog
  • commentary
  • Financial Advisor
  • Investment Assistants
  • Other
  • Reading List
  • Top-Management
  • Uncategorized

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
  • Home
  • Rochester, NY
  • Jupiter, FL
  • SITEMAP
© 2019 CGI Communications Inc. Developed by e·LocalLink™.

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.