Winthrop Partners - WNY, LLC

Jennifer Roberts is a financial advisor at Winthrop Partners - WNY, LLC with the ChFC® designation and four years of industry experience. She previously worked at Elleverage and Winthrop Financial. Winthrop Partners – WNY, LLC provides financial planning and portfolio management to individuals, institutions, and fiduciary entities. The firm employs a top-down/bottom-up investment approach and offers customized portfolios across a range of risk profiles, along with specialized programs for concentrated holdings and smaller accounts.

Thomas Saunders is a financial advisor with Winthrop Partners – WNY, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Locust Capital Management since 2014 and has been associated with LPL Financial since 2010. Outside of his advisory roles, Saunders is involved in managing a real estate property, including rent collection and minor repairs. Winthrop Partners – WNY, LLC provides financial planning and portfolio management services to individuals, institutions, and fiduciary entities. The firm uses a top-down and bottom-up investment approach that combines fundamental equity analysis with screening of mutual funds and ETFs, offering customized portfolios across various risk profiles.

Ryan Carney is a financial advisor at Winthrop Partners – WNY, LLC with 10 years of industry experience. He holds the Series 66 designation and has been with Winthrop Partners since 2016, following a brief tenure at Locust Capital Management. Winthrop Partners – WNY, LLC provides financial planning and portfolio management services to individuals, including high-net-worth clients, as well as institutions and fiduciary entities. The firm employs a top-down/bottom-up investment approach that integrates fundamental equity analysis with quantitative and qualitative screening of mutual funds and ETFs, offering customized portfolios across a range of risk profiles.