James J Kenney

Wealth Management Advisor

Staff

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Jo Anne Piterniak

Jo Anne Piterniak

Executive Assistant
Office 518-785-4141 ext 7908

Professional Profile

JoAnne earned a B.A. in Communication Arts from the University of San Francisco in 1989.  Since graduating, JoAnne has worked in publishing and in the non-profit sector in a variety of roles including public relations, events management and internet services.

JoAnne's primary role in the business is to field incoming calls to the office, open new accounts, and process many of the account updates that come through the office throughout the year.  In addition, she is often involved with day-to-day client calls and other service related issues that arise on an ongoing basis.

Personal Biography

JoAnne grew up in Schenectady, NY and currently resides in Cohoes, NY with her husband and daughter.  In her spare time, she enjoys reading, exercise classes, travelling and spending time in the Adirondacks, particularly in the summer when her family activities include camping, boating and kayaking.

 
Sarahdella Rousia

Sarahdella Rousia

Associate Financial Representative
Office 518-785-4141

Professional Profile

Sarahdella earned a B.A. in Mediterranean Art & Archeology from the State University at Albany in 2010.  Since graduating, Sarahdella has worked in banking, retail and the Federal government in a variety of roles including customer service, supervision and claims.

Sarahdella’s primary role in the business is to field incoming calls to the office, help prepare/compile data used in client appointments as well as process many of the account updates that come through the office throughout the year.  In addition, she is often involved with day-to-day client calls and other service related issues that arise on an ongoing basis.

Personal Biography

Sarahdella grew up in Plattsburgh, NY and currently resides in Clifton Park, NY with her husband.  In her spare time, she enjoys cooking new recipes, going to the theater and traveling to new places.  She has a passion for history and the French foreign language.

 
 

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