Partners & Sponsors

2022 Partner and Sponsor Information

GOLD PARTNERS

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 PARTNERS

Walthausen & Co LLC
Mark Hodge
www.walthausenco.com
mhodge@walthausenco.com
518-348-7217
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
Calamos Investments
Paul Giovanniello
www.calamos.com
pgiovanniello@calamos.com
1-800-582-6959
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Eaton Vance
Steven Pietricola
www.eatonvance.com
SPietricola@eatonvance.com
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
Jackson National
Ross Darvin, CFS
www.jackson.com
ross.darvin@jackson.com
518-937-2337
KAFL
Lorrie Gibbons
www.kafl.com
lorrie@kafl.com
(585) 271-6400 ext. 151