PARTNERS & SPONSORS
2022-2023 Partners & Sponsors
Gold Partners
AssetMark
Nikki Chuang
Senior Business Development Consultant, Upstate New York
(585) 455-2453
Guggenheim
Annmarie Woods
Regional Vice President
(732) 275-2109 (cell)
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Equitable
Manning and Napier
Christopher J. LaBounty, CIMA®
Vice President/Advisor Consultant
(585) 794-5185 (direct)
Silver Partners
MFS Fund Distributors, Inc.
John Hancock
Columbia Threadneedle
Harbor Funds
Stephen J. Evangelista, CFA | VP, Regional Investment Consultant
M: (332) 257-6069
Invesco
Nicholas Sturgis
Regional Advisor Consultant
(470) 520-7356
Jim Barker AIF®, CRPC®, CRPS®
Senior Advisor Consultant, Vice President
(203) 240-9789
Columbia Threadneedle
Bronze Partners
LoCorr Funds
Jimmy Mack, Regional Vice President
212-518-6847
Chubb
Aaron D. Hertsgaard, CAPI
Assistant Vice President, Chubb
Strategic Partnerships Manager, New York and Northeast Regions
c/o Michael W. Gardner
Onecap Services, LLC
(212) 687-4600 x293 (office)
(914) 384-3948 (cell)
Alger
Cribari Law
Forbes
George L. Goodman, CPCU
Agency Manager
(914) 232-7750 (office) / (914) 462-1018 (cell)
Michael Greenspan
Toroso Investments
