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Our Team

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valicenti Advisory Services, Inc. is engaged, or continues to be engaged, to provide investment advisory services.

Joseph M. Valicenti

President
Portfolio Manager
Chief Executive Officer
valicentijm@valicenti.com
Jeffrey S. Naylor

Jeffrey S. Naylor

Executive Vice President
Portfolio Manager
Chief Financial Officer
Chief Compliance Officer
naylorjs@valicenti.com

Louis F. Ruize

Director of Research
Portfolio Manager
Chief Investment Officer
ruizelf@valicenti.com

Daniel P. Burchill

Director of Economic Research and Investments
burchilldp@valicenti.com

Andrew S. Cartwright, FPQP®

Director of Client Services
cartwrightas@valicenti.com

Tracy L. Jenkins

Vice President, Director of Operations
jenkinstl@valicenti.com

Theresa R. Stewart

Director of Human Resources and Corporate Finance
stewarttr@valicenti.com

Samson D. Lin, CFA

Investment Analyst
linsd@valicenti.com

Sean M. Dwyer, CFA

Investment Analyst
dwyersm@valicenti.com

Gabrielle J. Bohner

Lead Trader and Research Analyst
bohnergj@valicenti.com

Ann S. Nolan, FPQP®

Client Relationship Manager
nolanas@valicenti.com

Kelly S. Diehr, FPQP®

Client Relationship Manager
diehrks@valicenti.com

Molly L. Ray

Client Services Associate
rayml@valicenti.com

Kathryn E. Stage, FPQP®

Client Relationship Associate
stageke@valicenti.com

Ann E. Connolly

Client Operations Associate – Payments, Receipts & Onboarding
connollyae@valicenti.com

Richard P. Burchill, CPA

Director of Tax and Business Services
burchillrp@valicenti.com

Jessica M. Brenzo

Senior Tax and Accounting Associate
brenzojm@valicenti.com

Investment Office

400 East Water Street
Elmira, NY 14901
(607) 734-2665 or (866) 734-2665
info@valicenti.com

Tax and Business Services Office

447 East Water Street
Elmira, NY 14901
(607) 733-9022
F: (607) 734-6157

Important Disclosure  |  Disclosure Form CRS ADV 3  |  Disclosure Form ADV 2A  |  Privacy Policy

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