Born 6/30/60 in NYC. BA Yale University 1982. MBA Boston University 1991- Highest Honors. Joined investment adviser and broker-dealer Harold C. Brown & Co. in 1995 as Senior Equity Analyst. Promoted to Director of Research 1996. Named Vice President in 1998. Named Portfolio Manager in 2000. President of investment adviser and broker-dealer O’Keefe Shaw & Co. from 2002 to 2004. Main role at O’Keefe Shaw was to start and run investment advisory business. O’Keefe Shaw’s advisory business was then spun off to become Sandhill Investment Management.

Edwin serves/has served as a Trustee/Director of the Elmwood Franklin School, Nichols School, Zoological Society of Buffalo, Kaleida Health Foundation, Church Mission of Christ, Buffalo Squash Racquets Association, and the Saturn Club.

Born 4/24/56 in Buffalo, NY. BBA Accounting Niagara University 1978- Magna Cum Laude. Worked at Main Hurdman CPAs from 1978 to 1982. Founded Stolzenburg, Federspiel & Pfeifer, CPAs in 1983 and ran the firm as Managing Partner until 2003. Additionally, Larry founded Ellis Group, Inc, a business valuation firm, in 1996 and ran the firm until 2006.

Larry began managing client portfolios in 1994 and joined Sandhill in June 2008 as a Partner. He is licensed as a Certified Public Accountant in New York State and has served on the Board of Directors for Christian Central Academy and Bethanie Mission of Haiti.

Jonathan is passionate about helping individuals and families to create and manage intergenerational wealth plans alongside an expert team. With a focus on entrepreneurial families, Jonathan takes a hands-on approach to help craft business succession and transition plans, evaluate outside investment opportunities, and establish tax aware multi-generational estate plans. Additionally, he takes an active role in assuring that children and grandchildren are financially educated and understand the intended purpose of family assets. Jonathan is a Certified Private Wealth Advisor® designee, attained through the Yale School of Management.

With 15 years of investment and financial services experience, Jonathan brings earned knowledge of entrepreneurship, private equity, venture capital, and investment banking to each client relationship. Prior to joining Sandhill, Jonathan served as Vice President at Citigroup in Corporate Bond Sales & Trading. At Citi, Jonathan was responsible for 60 institutional clients – totaling over one trillion dollars of investable assets. Jonathan has also built, bought, and sold closely held businesses, along with spending time in private equity and venture capital.

Jonathan earned an MBA from The William E. Simon Graduate School of Business at the University of Rochester, and a BS from SUNY New Paltz, where he graduated with honors and served as Student Body President.

Jonathan currently serves as the Chair of the Convergence Council at the Albright Knox Art Gallery. Additionally, he is a Board Member of The BISON Children’s Scholarship Fund, Buffalo State College and Kenmore Mercy Foundations. Jonathan lives in Clarence with his wife, Rachel, and their three children.

Born 12/17/80 in Williamsville, NY. Chris graduated Magna Cum Laude from SUNY Buffalo in 2003 with degrees in Accounting and Finance. Chris began his career at Lumsden & McCormick, LLP, a regional accounting firm, where he serviced both tax and audit clients in industries such as manufacturing, service, medical and not-for-profit. In 2007, Chris joined Lumsden & McCormick Financial Services, LLC, a wholly-owned subsidiary of the CPA firm, where he was responsible for both individual clients and qualified retirement plans. During this time, Chris earned his CPA license, and CFP® Certification.

Chris joined Sandhill as Vice President in 2011 and was named Partner in 2016. Along with managing assets of individual clients, families, trusts and corporations, he oversees the Qualified Retirement Plan business of Sandhill, which consists of plans covering more than 3,000 employees in total. Chris is the President of the Financial Planning Counselors of Western New York and serves on the school board of St. Gregory the Great School. He has coached youth sports in Clarence and at St. Gregory the Great School for a number of years. Chris resides in Clarence Center with his wife, Laura, and four children, Carter, Owen, Hudson and Sawyer.

Born 05/16/86. Shant earned a BA in Business Management from Walsh College of Accountancy and Business in 2010. Prior to joining Sandhill, Shant was a Premier Account Operational Analyst at Central Transport International where he provided strategic consulting for some of their largest relationships, including corrective action planning and efficiency development. Shant joined Sandhill in 2011 as an Operations Officer and was promoted to Senior Operations Officer and partner in December 2012. He is certified in multiple Microsoft Office programs and is an active member of the TD Ameritrade Operations Panel.

Born 10/5/85 in Buffalo, NY. Tina received her Bachelor’s Degree in Economics from the University of Connecticut in 2007. Following graduation, Tina worked for Tradewind Aviation as Director of Charter and oversaw charter sales, aircraft dispatch and client service. Tina left aviation to pursue finance and began working at Gleacher Fund Advisors, a mid-size fund-of-hedge funds, in 2008. At GFA, Tina was responsible for all investor relations activities and investment operations, and supported the COO during an orderly wind-down of the firm’s funds. After moving back to Buffalo, Tina worked for Citigroup, monitoring credit exposure to hedge fund counterparties for Citi’s Institutional Clients Group. Tina started at Sandhill in 2013 and was named Partner in 2016. Tina lives on Grand Island with her husband, Jeff, and two daughters.

Born 2/13/89 in Buffalo, NY. Rick received his BS in Economics and Finance from Canisius College, graduating Summa Cum Laude, and receiving the Nelson D. Civello Award for Most Outstanding Graduate. Rick joined Sandhill after graduating Canisius in 2010 and went on to become a Charted Financial Analyst (CFA) in 2013. He now serves as Treasurer of the CFA Society of Buffalo. In addition, Rick is a mentor to students in the Golden Griffin Fund, a student-run investment portfolio at Canisius and a program that he graduated from. He is also a mentor for Say Yes Buffalo; a program that supports inner city economic development through giving grants to pay for college education.

Born 11/11/86 in Buffalo, NY. Mark earned a BBA Finance in 2009 and an MBA in 2010 from St. Bonaventure University. While at St. Bonaventure, Mark led the University’s student-run investment fund known as the “Students In Money Management” (SIMM). From 2010 to 2013, Mark worked for Citigroup Inc., in two different roles supporting sales and trading across various product lines within FIRM’s Institutional Clients Group. Mark joined Sandhill as an Associate Analyst in 2013 and earned his CFA Charter in 2014.

Born 8/13/72 in Hornell, NY. Marc earned a BA in Psychology from the State University of New York at Buffalo, graduating Magna Cum Laude and as a member of Phi Beta Kappa. Marc has 16 years of experience in financial services with the majority of his career spent at Manning & Napier advisors where he was responsible for servicing up to $1 Billion in client assets primarily in the Western New York region.

Marc brings great passion and integrity in working with individuals, families, and institutions and is truly committed to helping his clients achieve their long-term financial goals. Marc joined Sandhill as a Partner in November 2017.

Marc lives in Clarence Center with his wife, Laurie, and their two sons. Marc and Laurie are dedicated to helping children and families affected by autism.

Born 1/3/71 in Buffalo, NY. Tom earned his BS in Finance from Michigan State University in 1993. Tom works with individuals, families and institutional clients to develop a customized investment plan to meet their unique needs.

Tom joined Sandhill in August 2016. Prior to joining Sandhill, he was a Senior Vice President, Wealth Advisor, for Key Private Bank in Buffalo. Tom returned to Buffalo in 2011 after spending 10 years at State Street Global Advisors in Boston, Massachusetts. He has over 20 years of experience in the investment management industry.

Tom serves as Chair of the Mental Health Advocates of Western New York, Vice Chair of the Erie Community College Foundation, and as a Director on the OLV Homes of Charity Board. He resides in Orchard Park with his wife, Myrna, and their two daughters.

Born 12/01/1968 in Glens Falls, NY, Chris earned his BS in Finance from Bryant University in Smithfield, RI. Chris brings over 25 years of business experience and has built a broad knowledge base in sales, finance, customer service, and operations. Chris spent the previous 15 years in the financial services industry with Manning & Napier advisors where he was responsible for over 1.4 Billion in client assets.

Chris strives to be a trusted resource for every individual, family or institution that he works with while helping them achieve their financial goals. He joined Sandhill in February 2019 as a partner.

Chris lives in Queensbury, NY with his wife Bonnie and has two grown daughters. Chris is dedicated to mentoring fellow employees when possible and giving back to causes like suicide prevention and emergency assistance programs.

Steve was born in Buffalo in 1961. He earned his BA from Hamilton College in 1983 before going on to complete the Executive Securities Program at theSecurities Industry Institute at Wharton. Steve has 29 years of investment industry experience starting with his post as Account Executive at Eppler, Guerin & Turner in Dallas, TX. Steve also spent time at both Prudential-Bache Securities and Shearson Lehman Brothers until he ultimately accepted a Managing Broker position with Southwest Securities. Steve returned to Buffalo in 2002 from the greater Dallas area and was a Sandhill client for four years before signing on as VP of Business Development in March 2013. Steve is very active in the community, volunteering for his church, co-chairing the Major Gifts campaign for Forever St. Francis, serving on the boards of Athletes in Action and Frank Reich Call to Courage, and the Joshua Group. Steve is married to wife Tamara and has three grown sons.

Born 04/22/1992 in Buffalo, NY. Trisha Graduated Magna Cum Laude from University at Buffalo with a B.S. in Business Administration and a concentration in Finance. Trisha most recently worked as a Data Analyst at HSBC and left in October of 2016 to join the Sandhill team as an Operations Associate.

Born 08/02/85 in Buffalo, NY. Ryan earned his BS in Finance from Columbia College. Ryan started his career in the financial services industry in 2013 at Merrill Lynch. He moved to M&T Securities where he was the Supervisory Principal over four M&T Securities offices in Western New York. Prior to 2013, Ryan worked in the medical device industry for many years. Ryan joined Sandhill as Chief Compliance Officer in March of 2016.

Born 11/20/1994 Buffalo, NY. Hannah graduated with honors from Buffalo State College in 2015 with a B.S. in Business Administration and was inducted into the Tau Sigma National Honor Society. Hannah most recently worked as a Research Analyst at CP Staffing Solutions and joined Sandhill as a Client Associate in August 2016. Outside of the office, Hannah has been a dedicated equestrian for 17 years and attends competitions across the country.

Born 04/23/1995 in Lansing, MI. Aaron earned his BS in Finance from Grand Valley State University. During college, Aaron served as Equity Analyst for the Seidman College of Business student-run investment portfolio and worked as a Financial Analyst at Eenhoorn LLC, a multi-family real estate company. Aaron has completed Level I of the CFA program and will sit for Level II in June. Aaron and his wife, Jessica, relocated to Buffalo from Michigan and enjoy exploring their new home.

Born 5/14/1958 in Dover, DE Brian was raised in Buffalo and graduated from Nichols School in 1976. He earned a BA from Syracuse University in 1980 and began his career in financial services with New York Life Insurance Company in Portland, Maine in 1983 where he earned the designations of Chartered Life Underwriter and Chartered Financial Consultant before becoming a Regional Vice President for NYLIFE Securities. He returned to Buffalo in 1992 to join Fleet Investment Services as a Vice President, Institutional Investments. Brian moved to Boston, Massachusetts in 1997 to take a position as Regional Vice President with MFS Retirement Services, the 401(k) division of MFS Investment Management. In 2009 he founded Positive Retirement Outcomes, LLC providing fiduciary and investment advisory services to employers with 401(k) plans. He obtained the Accredited Investment Fiduciary Analyst ® designation in 2010. Brian joined Sandhill in 2019 and continues working with retirement plans in addition to helping individuals, families, and foundations prudently manage their critical long term liquid assets. Brian and his wife live near Boston close to their two married children and grandson. He has served on numerous not-for-profit boards in the fields of education, healthcare and conservation. He currently serves on the Board of Directors of Ducks Unlimited, Inc., which preserves and protects more than 14 million acres of wetland habitat across North America.

Born 11/11/1997 in Newburgh, NY. Jenny graduated from the University at Buffalo with a B.S. in Business Administration and a concentration in both Finance and Management Information Systems. She most recently worked as a Manager at local Pet Resort. Jenny joined the Sandhill team as Operations Associate in January 2019.

Christian was born in Buffalo, NY 4/9/1991. Christian earned a BS in Business Administration with a focus in Marketing from Buffalo State College. He came to Sandhill from a regional packaging supplier, where he was focused solving customer problems. He is currently studying to become a Certified Financial Planner™.

Christian resides in the Elmwood Village with his fiancée Leigh.