Christopher Roop
Antony DeSorbo
Brian Gambill, CFA
Bryan Burdick
David J Dennett
Andy DelMedico, CFP®
Christopher Roop
[email protected]
Chris has over 18 years of experience in the investment industry. He has a broad financial background, advising clients on various investment vehicles throughout his career. Like Brian and Tony, Chris has experience investing in non-traditional private investments. Chris will work directly with Solid Point’s clients as an Advisor and serve as the firm’s Chief Compliance Officer and a member of the Investment Committee.
View Chris Roop's ADV Form 2B
https://brokercheck.finra.org
Antony DeSorbo
[email protected]
Tony has over 20 years of experience in the investment management field. He has served as Managing Director of distribution and client service. With Brian Gambill, Tony founded a private equity fund to manage a portion of their families’ assets for the past 12 years. Tony will work directly with Solid Point’s clients as an Advisor and serve on Solid Point’s Investment Committee.
View Tony DeSorbo's ADV Form 2B
https://brokercheck.finra.org
Brian Gambill, CFA
[email protected]
Brian has over 20 years of experience in the investment industry. He has evaluated and invested in both traditional and non-traditional assets throughout his career. He has served as a Managing Director of a team at a large asset manager. Brian will chair Solid Point’s Investment Committee, focusing his efforts on managing our proprietary portfolios, and the selection of complementary managers.
Bryan Burdick
[email protected]
Bryan brings over 15 years of experience to Solid Point. He has extensive knowledge building and implementing client wealth models and portfolio evaluation tools. Additionally, Bryan has previously managed the evaluation and selection of outside traditional and non-traditional managers. Bryan will primarily focus on client wealth planning, and he will serve on Solid Point’s Investment Committee.
David J Dennett
[email protected]
Dave brings over 28 years of experience in the financial services industry, markets, and client suitability. He looks forward to working with individuals, families, businesses, and institutions as a Senior Advisor with a keen desire to help them reach their financial goals and objectives. Dave resides in Saratoga Springs, NY with his wife, Beth, and their five children.
Senior Advisor | www.solidpointwealth.com
Andy DelMedico, CFP®
[email protected]
Andy is a Partner and Senior Advisor at Solid Point Wealth. He has more than 20 years of experience advising families, businesses, and non-profit organizations. He brings expertise across all aspects of wealth management, including: asset allocation, objective setting, cash flow modeling, retirement planning, and multi-generational wealth transfer. Currently serving on the board of the Estate Planning Council of Central New York, Andy resides in Rochester, NY with his wife, Jordan, and their three boys. He serves clients in Western and Central New York. 585-729-1150
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CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S