Rob is a founding Partner of NorthLanding Financial Partners, LLC. In addition to serving as the firm's Chief Investment Officer, his practice extends to fee-based financial planning and investment management for a select number of high net worth individuals and families.
His clients depend on his oversight for personal, objective advice on investment allocation, retirement income planning, estate planning, and tax-related matters. The knowledgeable approach he guides clients with has been developed and refined over his 20 years of advisory experience. He began his career as a retirement planning specialist with Morgan Stanley Wealth Management in 1998, and still today, counts himself privileged to have completed his training in the firm's World Trade Center, South Tower offices. Before founding NorthLanding, he also served as an advisor with an independent fee-based financial planning firm where he earned the Certified Financial Planner™ Practitioner (CFP®) designation. He has appeared on 13 WHAM News, locally, and been quoted in The Wall Street Journal, nationally, on investment and financial planning issues. Rob is a member of the Investment Management Consultants Association (IMCA), Estate Planning Council of Rochester, Financial Planning Association (FPA) and was invited to join Morningstar's National Advisor Research Panel in 2015.
Rob completed the Certified Investment Management Analyst (CIMA®) curriculum through the University of Pennsylvania's Wharton School of Business executive education program and is proud alumnus of Villanova University. He also remains involved with his local alma mater, McQuaid Jesuit High School and resides with his family in Victor, NY.
A founding partner of NorthLanding Financial Partners, LLC and a CERTIFIED FINANCIAL PLANNER™ Practitioner, Bryce provides fee-based planning using NorthLanding’s Financial Clarity Advantage process to executives working for major local corporations including Xerox, Wegmans and Eastman Kodak. He serves as NorthLanding’s Chief Operations Officer, where he oversees the development of the firm’s infrastructure with the betterment of our clients always on his mind. In addition, Bryce leads NorthLanding’s Xerox Retirement Services program and presents planning strategies tailored specifically to Xerox employees and retirees at our monthly workshops. Throughout his relationship with his clients, he delivers action-oriented advice to assist with achieving their most important financial goals. He grew up in Plattsburgh, New York and graduated from SUNY Potsdam in 2006.
Since moving to Rochester in 2007, Bryce has developed strong roots in the area and currently lives with his wife in Pittsford. Outside of the office, he has three dogs and enjoys playing tennis, racquetball and traveling.
Eric is a CERTIFIED FINANCIAL PLANNER™ practitioner with more than 20 years of experience advising clients. His practice focuses on issues of pre and post-retirement investment management, income, and estate distribution planning for individuals and families. In addition to holding the CFP® certification, Eric is a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®), credentials that are instrumental in his application of the comprehensive financial planning process he uses with his clientele. He is an alumnus of Colgate University and McQuaid Jesuit High School.
Eric resides in Penfield, New York with his family.
Darren has served as a consultant to NorthLanding Financial Partners Investment Direction Committee (IDC) since 2014. His private consulting experience includes portfolio management, asset allocation, performance attribution, portfolio rebalancing and investment asset selection with a focus on index funds. In addition, Darren has successfully passed exams covering all three levels of the Chartered Financial Analyst (CFA) curriculum, which includes extensive topics in economics, financial reporting and analysis, derivatives, equity, fixed income and alternative investments. He also has broad experience in real estate management and has provided detailed analyses for the management, valuation, risk assessments and monetization strategies for commercial, residential and retail properties.
Darren is an active member of the Chartered Financial Analyst Society of Pittsburgh, where he serves on both the Endowments and Foundations Conference Committee and the Financial Literacy Committee. He holds a Bachelor of Science in Economics and a Master of Public Administration with a specialization in Public Policy Analysis from the University of Pittsburgh.
Sara joined NorthLanding Financial Partners, LLC in May of 2014 bringing with her a decade of client services experience. She supports the day-to-day activities and client servicing needs of one of the firm's financial advisors, Eric M. Garsin, CFP®, CLU®, ChFC®. Sara is principally responsibly for client support, preparing reports for review meetings and scheduling appointments.
Sara graduated from the State University of New York at Cortland, where she earned a Bachelor’s degree in Business Economics & Sports Management.
Outside of work, Sara dedicates her life to her family and enjoys interests that include travel, music, and sporting events. She’s involved in her community as a member of the St. Benedict Roman Catholic Church Parish Council, St. Mary’s School Parent Teacher Organization and Treasurer for the Marcus Whitman Junior Wildcats Youth Football Team.
Lois joined NorthLanding Financial Partners, LLC in 2020, adding over 20 years of financial services experience to our team. She supports the day-to-day activities and client servicing needs of the firm's Partners, Rob Bradley and Bryce Carey. She handles requests ranging from scheduling client meetings, account distributions and the preparation of analytical reports. In addition, she provides vital support to the investment operations of the firm's Core Model Portfolios. This includes performance reporting and preparing global diagnostic reports that are critical to our investment management team.
After earning her bachelor’s degree in accounting from the Rochester Institute of Technology, Lois began her career at AM&M Financial Advisors, later acquired by Tompkins Trust Company. At Tompkins, she spent over 20 years dedicated to client service, specializing in financial and tax planning. Lois comes to NorthLanding Financial Partners as a Financial Paraplanner Qualified Professional (FPQP™ ) as well as holding the FINRA Series 66 license.
Lois resides in the Brighton area where she enjoys spending time with her daughter, as well as her rescue dog and cat. Her favorite hobbies include gardening, watching scary movies and delving into details of Civil War history.
Lois believes that her exceptional customer service is a key to NorthLanding’s success. We know that you will enjoy working with her as much as we do.