Archives: Team Member

With over 15 years of experience, Andrea “Andi” Kaufman is responsible for providing high-level operational support to LVW clients and team members. Andi’s magnetic personality and innate communication skills make

With 13 years of professional experience, eight focused specifically on client asset management, Ashley Tichacek is well prepared to provide operational and service support to LVW’s client base. Her deep

Michelle Webb, a Rochester native, is the first person you will be greeted by upon entering the LVW office. Having lived in various states and abroad, gaining a wide range

Nick Mezzoprete is an integral part of LVW’s research and reporting functions primarily for LVW’s institutional clients. A recent graduate of the University of Buffalo, where he received his bachelor’s

With nearly 10 years of broad experience in the finance industry, Allie Bell is responsible for providing LVW clients a full range of wealth management services and operational support. Her

Chris Van Buren works closely with our family wealth clients supporting all aspects of our holistic investment consulting approach. Chris has been passionately providing investment consulting and advanced financial planning

Jonathan is an advisor on the private wealth team. He works directly with clients to provide financial planning, investment management, and research as part of LVW’s holistic consulting approach. Previously,

Paul Salvetti is an Institutional Consultant at LVW and works closely with the firm’s senior consultants to provide detailed reporting and custom analytical tools that assist institutional clients in the