Eric R. Schmidt

Operations Manager

Eric serves as our Operations Manager and handles many of the day to day activities of the Firm. His focus includes the areas of new accounts, account maintenance, securities trading, human resources, information technology, and Firm compliance.  Eric is also involved in client communications, special events, and all aspects of the Firm's administrative and business operations.

As a graduate of SUNY Brockport with a Bachelor's Degree in Finance and an Associate's Degree in Business Administration, he brought a combination of  financial education and a genuine desire to support our management and clients since 2012.   Eric is a licensed insurance agent and earned the Series 7, Series 66, and Series 24 financial industry licenses.

Eric is a lifelong Rochesterian, who greatly enjoys exploring all the City has to offer.  He enjoys capturing moments in places he's visited through photography, especially while traveling.  As an explorer at heart, there are many more places he'd like to visit.  Eric also likes to stay active, whether it's through sports, working out, hiking or running.

Phone (585) 241-5900
Fax (585) 244-5416