Courier Capital, LLC

Thomas Reading is a financial advisor at Courier Capital, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at HNP Capital LLC for seven years. Outside of his advisory role, he serves as a director of Win-Sum Ski Corp, a year-round resort offering skiing, snowboarding, golf, and tennis in Ellicottville, NY. Courier Capital, LLC provides investment management, retirement plan services, and financial planning to individuals, institutions, and charitable organizations. The firm manages client assets primarily on a discretionary basis using diverse asset-allocation models and conducts ongoing due diligence through an Investment Committee.

Michael Brace is a financial advisor at Courier Capital, LLC with four years of industry experience. He holds the Series 66 designation and has worked at Courier Capital since 2016, following three years at First Bermuda Ltd. Courier Capital, LLC provides investment management, retirement plan services, individual financial planning, and investment consulting to individuals, banking institutions, charitable endowments, and pension or profit-sharing plans. The firm manages client assets on a discretionary basis using asset-allocation models, separately managed accounts, and model portfolios, with oversight from an Investment Committee that conducts manager due diligence and ongoing monitoring.

William Gurney is a financial advisor at Courier Capital, LLC in Buffalo, NY, with 10 years of industry experience. He holds a Series 63 designation and has been with Courier Capital since 2016. Outside of his advisory role, he is a partner in two long-standing real estate entities formed in the early 1990s, although his involvement is limited. Courier Capital, LLC provides investment management, retirement plan services, financial planning, and investment consulting to individuals, institutions, and charitable organizations. The firm manages assets on a discretionary basis through diversified asset-allocation models and employs an Investment Committee to oversee manager selection and monitoring.

Nicholas Norvell is a financial advisor at Courier Capital, LLC with four years of industry experience. He holds the CFP® and Series 63 designations and has worked at HNP Capital LLC since 2009. Courier Capital, LLC provides investment management, retirement plan services, individual financial planning, and investment consulting to a range of clients including high-net-worth individuals, banking institutions, charitable endowments, and pension or profit-sharing plans. The firm manages assets using discretionary asset-allocation models and conducts ongoing due diligence through an Investment Committee.

Ryan Hanlon is a financial advisor at Courier Capital, LLC with a Series 65 designation and two years of industry experience. Prior to joining Courier Capital in 2023, he worked at M&T Bank from 2020 to 2023 and Essendant from 2016 to 2020. He holds a degree from SUNY Fredonia, where he studied from 2012 to 2016. Courier Capital, LLC offers investment management, retirement plan services, individual financial planning, and investment consulting to individuals, banking institutions, charitable endowments, and pension or profit-sharing plans. The firm manages client assets on a discretionary basis using asset allocation models, separately managed accounts, and model portfolios, with oversight provided by an Investment Committee that conducts due diligence and ongoing monitoring.

Lawrence Whistler is a CFA® charterholder with four years of industry experience. He is currently with Courier Capital, LLC and previously worked at Nottingham Advisors for 18 years. Courier Capital, LLC provides investment management, retirement plan services, individual financial planning, and investment consulting to a range of clients including high-net-worth individuals, banking institutions, charitable endowments, and pension or profit-sharing plans. The firm manages client assets on a discretionary basis using asset-allocation models, separately managed accounts, and model portfolios that may include mutual funds, ETFs, individual equities, fixed income, and alternative asset classes.

Stephen Fassel is a financial advisor with Courier Capital, LLC based in Buffalo, NY. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His work history includes positions at HNP Capital LLC, Five Star Bank, Northwest Bank, LPL Financial LLC, and First Niagara Bank. Fassel is also an insurance agent specializing in non-variable life insurance and long-term care. Courier Capital, LLC provides investment management, retirement plan services, individual financial planning, and investment consulting to individuals, banking institutions, charitable endowments, and pension or profit-sharing plans. The firm manages client assets on a discretionary basis using a range of asset-allocation models and conducts ongoing manager due diligence through an Investment Committee.

Steven Gattuso is a CFP® and CFA® at Courier Capital, LLC with four years of industry experience. He has worked at Courier Capital since 2019 and has been affiliated with Canisius College since 2013. Courier Capital, LLC provides investment management, retirement plan services, individual financial planning, and investment consulting to individuals, banking institutions, charitable endowments, and pension or profit-sharing plans. The firm manages client assets on a discretionary basis using a range of asset-allocation models and offers access to alternative investments and private placements for accredited investors.

Ryan Coppola is a CFA® charterholder currently with Courier Capital, LLC, where he has worked since 2022. He has prior experience at Citigroup and spent several years in educational roles before entering the financial industry. Courier Capital, LLC provides investment management, retirement plan services, and financial planning to individuals, institutions, and charitable organizations. The firm uses a discretionary asset-allocation approach and conducts ongoing manager due diligence through an Investment Committee.

David Robbins is a financial advisor at Courier Capital, LLC in Rochester, NY, with four years of industry experience. He holds a Series 63 designation and previously worked at HNP Capital, LLC for twelve years before joining Courier Capital in 2023. Courier Capital, LLC provides investment management, retirement plan services, individual financial planning, and investment consulting to individuals, banking institutions, charitable endowments, and pension or profit-sharing plans. The firm manages assets on a discretionary basis using asset-allocation models, separately managed accounts, and model portfolios, with an Investment Committee overseeing manager selection and ongoing monitoring.

Thomas Hanlon is a CFP® professional with eight years of experience at Courier Capital, LLC, where he has worked since 2016. He is based in Buffalo, NY. Courier Capital, LLC provides investment management, retirement plan services, individual financial planning, and investment consulting to a diverse client base, including high-net-worth individuals, banking institutions, charitable endowments, and pension or profit-sharing plans. The firm manages client assets primarily on a discretionary basis using asset-allocation models and conducts ongoing due diligence through an Investment Committee.