Albany
Your Albany Team
Barnaby Bullard
CFP®
Senior Wealth Advisor
Kollin Allard
CFP®, CRPC®, SE-AWMA℠
Senior Wealth Advisor
Edward McCarthy
MBA
Senior Wealth Advisor
Christine Suozzi
CFP®
Senior Wealth Advisor
Toby Potterton
CRPC®
Senior Wealth Advisor
Robert Palmer
CFP®, RICP
Senior Wealth Advisor
Thomas McGrath
CFP®
Wealth Advisor
Mark Pelersi
Associate Wealth Advisor
Jade Quevedo
Client Service Associate
Kristen O'Brien
Director, Wealth Management
Enjoy some of our latest resources
May 28, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on what the Nippon Steel merger with U.S. Steel could mean for markets.
Listen to the podcast
May 27, 2025
Will vs. Trust: Which Best Protects Your Wealth and Legacy?
When it comes to securing your family’s future, both Last Wills and Testaments and Revocable Trusts offer unique advantages. But which one truly fits your needs?
Read the article
May 20, 2025
Is It Time for Investors to Rethink Global Diversification?
In light of evolving tariff policies, market commentators are questioning whether a large international presence is becoming more of a challenge than an asset for U.S. companies. In this video, Focus Partners’ Jason Blackwell discusses how shifts in global trade and domestic production could be reshaping investment trends.
Watch the video