About Our Team

About Our Team

Our staff consists of experienced professionals with an average of more than 18 years in the financial industry. We have assembled a team of experts, with a variety of backgrounds including:

  • Equity & Fixed Income
  • Insurance
  • Finance
  • Risk Management
  • Banking
  • Structured Settlements

Jeff Briggs | CEO, Investment Advisor

Jeff became an account executive in 1985 specializing in individual equities and private and public offerings – including Montana Mills Bread and Auction Direct USA. He is currently a licensed securities Principal, investment advisor and stock option Principal. Jeff founded Rochester Wealth Management Group in 2005.


Vincent Pace | Controller | Operations

Vincent diligently performs the Business Operations and Client Management Support functions for Rochester Wealth Management.


Anne Briggs | Financial Consultant

Anne embarked on her career in Financial Services with the Connecticut Mutual Insurance Co. in 1980. She became the NY and NJ Wholesaler for the Rochester Funds in 1985. She went on to manage the securities representatives in M&T Bank branches for the Upstate marketplace and eventually trained bank representatives throughout the USA.


Charity Donnan | Financial Consultant

Following a successful career as a Credit Analyst for ABN AMRO Bank in New York and Chicago Charity joined Merrill Lynch as an Investment Advisor. She has since become an accomplished member of our firm. Charity continues to build strong relationships as an active member of the Rochester community.


Matt Kreutz | Senior Account Executive / Insurance Specialist

Matt Kreutz has been licensed since 1995. He specializes in long-term retirement planning and life insurance. He is married and has three daughters. In his spare time Matt works in his wood shop, building furniture and turning bowls.


George Manou | Financial Consultant

George has been working hard for investment clients for over 10 years. With value and dividend strategies he uses equities, mutual funds, ETFs and REITs to build income producing portfolios.


Anthony Nicoletti | Managing Director

Tony has been a leader in the Rochester financial community since 1972. Through mergers and acquisitions he served with several financial firms, including Senior VP with Morgan Stanley. Tony’s clients enjoy his deep personal commitment to their financial well-being.


Mitchell Pizzirusso | Vice President, Investments

Mitch has been securities licensed since 1984. He has forged deep and longstanding relationships through thoughtful and active management of his client’s portfolios.


David Della Stua

David was first licensed to work in the investment and insurance field in 1986. His clients enjoy his devoted focus on their individual and unique needs. David conducts thorough financial assessments before making any specific recommendations. He builds his clients portfolios with an eye on stability and risk management.


Seamus Sweeney | Senior Account Executive

Seamus has enjoyed 27 years in the investment business. His loyalty and dedication to his clients is unsurpassed.


Andrew Marschall

Andrew is dedicated to helping affluent individuals, families, entrepreneurs and executives protect the wealth they have accumulated from unforeseen risks. Andrew uses an organized, closely controlled, financial management approach on all aspects of life such as college, insurance, retirement planning and credit and lending. This approach offers each client confidence and security, creating and preserving wealth for current and future generations.

Andrew M. Marschall has been in the financial industry since 2009. In 2014, he joined Rochester Wealth Management as a financial advisor. He holds a Bachelor of Science degree from St. John Fisher College where he majored in Corporate Finance. Andrew enjoys spending time with his family and is involved in several local organizations, such as CP of Rochester.


Don Brown

Don has been a licensed advisor since 2005. He specializes in helping his clients define their financial goals and develop a comprehensive plan to reach those goals. His areas of expertise include risk management, mutual funds, fixed and variable annuities, life, disability and long-term care insurance, municipal bonds and real estate investment trusts (REITs).

OUR MISSION: PERSONALIZED ASSET MANAGEMENT AND PLANNING SERVICES FOR INDIVIDUALS AND BUSINESSES WITH COMPLEX FINANCIAL NEEDS

Rochester Wealth Management Group
706 East Avenue, Rochester NY 14607, Tel: (585) 325-1040, Fax: (585) 325-8232

Disclaimer Securities offered through Capitol Securities Management, Inc. Member FINRA, SIPC

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This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. The information and data presented on this website are from sources believed to be reliable. Their accuracy and completeness is not guaranteed and the giving of the same is not deemed a solicitation on our part with respect to the purchase or sale of any securities.

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