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Archives: Team Member

Cassandra (Cassie) Luster

Cassie Luster joined the LVW Advisors team in early 2018 as the Senior Client Operations Associate, overseeing operational and custodial needs for clients. In her role, she is focused on

Kaylee Glidden 

Kaylee Glidden works diligently supporting the business in data management, client reporting, and trade processes. Kaylee is a Rochester native, a graduate of SUNY Geneseo with a BA in Accounting, and

Kim DeWitt

Kim works closely with LVW’s private wealth team as a Trading Specialist. Her diligence helps maintain the integrity of LVW’s trading system as she liases between the Investment Committee and

Brant Crouse

Working closely with the Director of Research and senior consultants, Brant performs core research and analytical functions for LVW’s institutional and high net worth clients. His efforts support our team’s

Molly Breen

With an affinity for confidentiality and process, Molly Breen is responsible for the ongoing management of LVW’s compliance program. She works to develop and maintain policies and procedures designed to

Abigail L. Adams

Abby Adams fulfills her duties at LVW with grace and enthusiasm—the benefit of 16 years of experience in the financial industry. Abby has a compliance focus, and works with team

Kim Pugliese, MBA

LVW is very happy to have Kim Pugliese back as a Managing Partner and Chief Operating Officer. She will once again bring her proven leadership and management skills to our

Joseph P. Zappia, CIMA®

Joe Zappia oversees LVW’s global investment operations, guiding our wealth management team that is responsible for equity research, investment manager selection and portfolio construction. Joe serves as the lead portfolio

Lori Van Dusen, CIMA®

Lori Van Dusen, CIMA®, is the Founder and CEO of LVW Advisors. An advocate of client-focused strategies for more than 30 years, she has been dedicated to providing comprehensive integrated

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