Client Portal

For Institutions Client Portal
67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F
(585) 267-4900 info@lvwadvisors.com

Meet the Team

Learn more about the people who drive LVW’s success and unlock your financial potential

Leadership

Lori Van Dusen, CIMA®

CEO, Founder

Joseph Zappia Headshot
Joseph P. Zappia, CIMA®

Chief Compliance Officer, Co-Chief Investment Officer, Principal

Jeffrey R. Wagner, MBA

Senior Partner, Principal

Richard Van Kuren, CFA®

Senior Partner, Director of Research

Team

Abigail L. Adams

Director of Operations

Allison Bell

Client Account Manager

Andrea Kaufman

Senior Client Service Associate

Ashley Tichacek

Client Service Associate

Brant Crouse

Portfolio Specialist

Cassandra Luster

Client Service Manager, Senior Client Service Associate

Chris Van Buren, CFP®, CPWA®

Private Wealth Advisor

Jessica Kramer

Senior Operations Analyst

Jonathan Thomas, CFP®

Private Wealth Advisor

Kim DeWitt

Trading Specialist

Michelle Webb

Office Manager

Molly Breen

Compliance Manager

Paul Salvetti, CFA®

Institutional Consultant, Manager of Research

Ready to get serious about your investments?

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LVW Advisors (“LVW”) is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not constitute an endorsement of LVW by the SEC nor does it indicate that LVW has attained a particular level of skill or ability. This website https://lvwadvisors.com is owned and operated by LVW Advisors. LVW offers investment advisory services. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website or any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals should consult with their own tax or legal advisers before entering into any advisory contract.