Insero Wealth Strategies is a Registered Investment Advisory Firm, with offices in Rochester and Buffalo, New York. We are a proud member of the BAM ALLIANCE.

Finance

Buckingham Group

Adam Birenbaum

Wendy Hartman

Danielle Colbert

Brittany Marshall

Dawn Lovelace

Sal Papa

Blerina Hysi

Phil Usry

Charles Laverty

Brian Regan

Jonathan Scheid

Jeffrey Levine

David Luckes

Justin Ferri

Jeff Yorg

Salvatore Papa

Ben Lanning

Dan Anderson

Jeff Remming

Jim Myers

Rob Ziliak

Larry Swedroe

Jared Kizer

John Spyers

Michael E. Kitces

Jeff Mcgovern

Jim Whiddon

Kevin Grogan

Jared Hoffman

Don Rochleau

Sheldon Mcfarland

Alex Potts

The Portfolio Management Team at Buckingham Group oversees the firm’s investment strategies, making informed decisions to manage client portfolios effectively. They analyze market trends, conduct research, and implement investment policies to optimize portfolio performance while aligning with clients' financial goals.

Portfolio Management Team

Advisory and Wealth Management

Leadership Team

Executive Office

Portfolio Management Team

About

Team members

Other teams at Buckingham Group

Advisory and Wealth Management

Leadership Team

Executive Office