Alesco Advisors LLC

What would a Buffalo Bills Super Bowl appearance mean for Western New York? Everything! But, of course, there’s more to the story. I had a fun time on WXXI Public Broadcasting Council's Connections with Evan Dawson exploring what a trip to the title game might mean for our region from an economic standpoint. Listen to me and my Alesco Advisors LLC colleague/fellow Bills fan Doug Emblidge discuss the potential implications of our beloved team fulfilling their championship hopes and dreams. Go Bills.

On August 18th, 1986, I’d just transitioned from news reporter/anchor to sports director at WOKR in Rochester, now 13WHAM.  The big sports story that first day was Jim Kelly signing to play with the Buffalo Bills, after initially refusing to play in the city that would become his home.  I was privileged to cover the team’s rise from the ashes but returned to my home in news as my friend Mike Catalana took over and covered the Bills run of four straight Super Bowl appearances.  While I’m two years into a new career at Alesco Advisors, and 35 years removed from my last sportscast, it was great fun to be among the guests on WXXI’s “Connections” with Evan Dawson, including my Alesco colleague Eric Morris, to discuss what a return to the Super Bowl would mean for Bills fans and Western New York.

Inflation presents unique challenges for nonprofit institutions. In a recent Rochester Business Journal article, I share research-backed strategies for protecting endowment and foundation investment portfolios against inflation risk.  Alesco Advisors LLC

Had a great time at the Rochester Business Journal's Forty Under 40 event!  It was an honor to be included in the 30th anniversary edition of this award alongside others who are helping to make our community the best it can be. I'm grateful to my family for supporting me always and coming out to celebrate with me in person. Thanks also to the incredible team at Alesco Advisors LLC for giving me the platform to help others make practical sense out of complex issues in markets and the economy (while my world-famous touring saxophone player plans are on hold). Looking forward to what's next! #RBJevents

In our latest Waterwheel post, Justin Sansone MBA, CPA, AIF® shares some exciting updates to 529 plans that give families far more flexibility when educational plans shift.

Attention CPAs! I’ll be presenting at this year’s NYCPA - The New York State Society of CPAs Business and Industry Conference on October 30th, where I'll be discussing current issues in capital markets and the economy. Registration info is included in the post below - check it out!

Eric Morris, Ed.D. dives deep into our investment philosophy at Alesco Advisors in the first of his multi-part series. Learn more!

Our team was honored to meet Chaz Bono, the featured speaker at last week's East House Hope & Recovery Celebration. The event's proceeds directly support East House in providing vital housing and recovery services to individuals overcoming mental health and substance use challenges. We deeply appreciate the incredible work you do to uplift our community!

Andrew Kay, AIF® shares the benefits of a Multiple Employer Plan (MEP) in the latest Waterwheel post, including simplified retirement plan management, potentially lower costs, and reduced fiduciary risk. It's a great read!

Eric Morris, Ed.D., portfolio manager and staff economist at Alesco Advisors, was named one of Rochester Business Journal's 2024 Forty Under 40 honorees for his professional achievements and community service. Congratulations, Eric!