Partners & Sponsors

2023/2024 Partner and Sponsor Information

GOLD PARTNERS

Green Century Funds
Gigi Norcross

www.greencentury.com
gnorcross@greencentury.com

708-329-0459

MFS
Phil Martin

www.mfs.com
pmartin@mfs.com

315-877-2450

The College Advisor of New York
Dr. Dean Skarlis

www.collegeadvisorny.com
dean@collegeadvisorny.com

518-512-3021

SILVER PARTNER

Specific Solutions Inc 
AJ Long

www.specificsolutions.com
along@specificsolutions.com

716-867-2890

BRONZE PARTNERS

Adirondack Funds
Matt Reiner

www.adirondackfunds.com
mreiner@adirondackfunds.com

518-690-0470

Co-Bronze

Advisors Insurance Brokers-New York LTC Brokers, Ltd.
Bob Vandy

www.advisorsib.com
bvandy@advisorsib.com

518-688-8105

Shipp Financial
Mary Beth Hofmeister

www.shippfinancial.com
mb.hofmeister@shippfinancial.com

518-462-5645

American Funds
Dave Keib

americanfunds.com
dave.keib@capgroup.com

518-269-6368

Bitwise Investments
Matt Hougan

bitwiseinvestments.com
matt@bitwiseinvestments.com

774-994-0741

Calamos Investments
Paul Giovanniello

www.calamos.com
pgiovanniello@calamos.com

1-800-582-6959

Eaton Vance
Steven Pietricola

www.eatonvance.com

SPietricola@eatonvance.com

315-415-2188

Inspire Confidence Group

Sasa Mirkovic

www.ameripriseadvisors.com/team/inspire-confidence-group
sasa.x.mirkovic@ampf.com

518-459-5500

Invesco Funds
Neev Crane

www.invesco.com
Neev.Crane@invesco.com

917-971-9794

John Hancock Mutual Funds
Robert Barnes, SVP, Business Consultant

www.jhancock.com
rbarnes@jhancock.com

734-717-5795

KAFL
Lorrie Gibbons

www.kafl.com
lorrie@kafl.com

585-271-6400 ext. 151

Transamerica
Matt Stephens, RVP and Matt Hennessey, RVP

www.transamerica.com
Matt.Stevens@transamerica.com  mhennessy@transamerica.com

734-717-5795

 

BRONZE LITE 

Natixis Investment Managers
Vic Howell, CAIA®

www.natixisimsolutions.com/
Victor.Howell@natixis.com

617-697-7304