Leigh Baldwin & Co., LLC

Robert Perkins is a Series 66-licensed financial advisor with eight years of industry experience, currently serving at FSP Advisors, Inc. in Rochester, NY. Prior to joining FSP Advisors and Leigh Baldwin & Co., LLC in 2018, he worked at Axa Advisors, LLC and was involved in Perkins Fruit Farms for seven years. He is also the sole owner of Perkins Financial Services, a financial-related business. FSP Advisors, Inc. is a state-registered investment adviser consisting of a five-person team managing approximately $32.6 million for about 233 clients. The firm provides portfolio management, modular financial planning, and pension consulting, with a focus on tailoring strategies to clients’ individual objectives and risk tolerances.

Daniel Duffy is a financial advisor with Leigh Baldwin & CO., LLC in Syracuse, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Leigh Baldwin in 2020, he worked at Solvay Bank and Cadaret, Grant & Co., Inc. from 2014 to 2020. He also owns a business selling life, accident, health, and fixed and variable annuities. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans and foundations. The firm employs a mix of fundamental and technical analysis and offers both in-house and third-party managed accounts.

Leigh Baldwin is the principal of Leigh Baldwin & Co., LLC in Cazenovia, NY, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has led his firm since 1995. Outside of his advisory role, Baldwin is a minority owner of the Syracuse Crunch hockey team, serves on the boards of Community Memorial Hospital and the Cazenovia School Board, and holds a strategic director position with Midwestern Securities Trading Company, LLC. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients, managing approximately $285 million in assets through a team of 18 advisors. The firm employs a combination of fundamental and technical analysis, utilizing both long- and short-term positions and options strategies, and integrates third-party programs and external managers within its investment approach.

Nicholas Colarossi is a financial advisor at Leigh Baldwin & Co., LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leigh Baldwin since 2003. Outside of his advisory role, he hosts a radio talk show on investing and finance and serves as a board member of Flight Systems Inc. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and municipalities. The firm employs a mix of fundamental and technical analysis, managing approximately $285 million in discretionary assets across a team of 18 advisors.

Michael Douglass is an investment advisor with FSP Advisors, Inc., holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Leigh Baldwin & Co., LLC, Davie Kaplan, CPA, P.C., and several affiliated firms dating back to 2001. In addition to his advisory work, he owns and operates a CPA firm. FSP Advisors, Inc. is a small team managing approximately $32.6 million for around 233 clients, offering portfolio management, modular financial planning, and pension consulting services. The firm provides both discretionary and non-discretionary management, emphasizes client suitability, and integrates third-party manager referrals and participant education into its service model.

Daniel Parkin is a financial advisor with Leigh Baldwin & CO., LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Leigh Baldwin & CO. since 2007 and also spent 15 years with Newman Ladd Capital Advisors, LLC. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis and may use options strategies, managing approximately $285 million in discretionary assets through a team of 18 advisors.

Mary Swan is a financial advisor at Leigh Baldwin & CO., LLC with nine years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley. Her outside activities include serving on the boards of Girls on the Run Upstate NY and Manlius Pebble Hill School, as well as teaching night courses at MainLine School Night. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients, managing approximately $285 million in discretionary assets through a team of 18 advisors. The firm employs a blend of fundamental and technical analysis, incorporates various investment strategies including options, and acts as an intermediary to third-party wrap and model programs.

Danielle Lawrence is a financial advisor at Leigh Baldwin & Co., LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Visify LLC. Outside of her advisory role, she is involved in freelance marketing and branding projects. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm employs a mix of fundamental and technical analysis and offers both in-house and third-party managed investment strategies.

Michael Woltman is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he serves on the board of the Hamilton Emerald Association, participates in the finance committee of Saint James Church, and is treasurer of the Cazenovia Tennis Club. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, uses various investment strategies including options, and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Jill Bassett is a financial advisor at Leigh Baldwin & CO., LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at Prestige Investing LLC and Financial Quest Inc. Bassett also operates a business offering long-term care, disability, fixed annuities, life insurance, and Medicare plans. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and municipalities. The firm employs a blend of fundamental and technical analysis, uses both long- and short-term positions, and incorporates options strategies when appropriate.

Charles Sovik is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he is a 50% owner of The Sovik Group, Inc., which provides health, life, disability, and long-term care insurance, and he volunteers with Historic Boat Tours on Cazenovia Lake. Leigh Baldwin & Co., LLC offers discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Erich Fradenburg is a financial advisor at Leigh Baldwin & Co., LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Congress Wealth Management LLC, FNEX Capital, Beaumont Capital Management, Bank of America, Merrill, and Pioneer Investment Management. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, utilizes both long- and short-term positions, and incorporates options strategies when appropriate.

Alan Baldwin is a financial advisor at Leigh Baldwin & Co., LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Riverfront Investment Group, ALPS Distributors, Inc., and Putnam Retail Management. Outside of his advisory role, he maintains a fixed non-variable annuity insurance license. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans and municipalities. The firm employs a blend of fundamental and technical analysis, uses a variety of investment strategies including options, and offers both in-house and third-party managed accounts.

Peter Carchedi is a financial advisor at Leigh Baldwin & Co., LLC with 43 years of industry experience. He has been with Leigh Baldwin since 1997 and holds a Series 65 designation. Outside of his advisory role, he teaches pre-licensing and continuing education courses and serves as treasurer for several local organizations, including the Knights of Pythias and Upstate Sports Charities. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm employs a combination of fundamental and technical analysis and utilizes various strategies, including options and third-party managed programs, to serve a diverse client base.

Amy Jones is a financial advisor at Leigh Baldwin & CO., LLC with 26 years of industry experience. She has been with Leigh Baldwin since 2005 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she dedicates part of her time to activities related to fixed annuities, life insurance, and long-term care. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans, foundations, and municipalities. The firm employs a combination of fundamental and technical analysis, uses both long- and short-term positions, and incorporates options strategies when appropriate.