Our Team
Anthony Barrese
Chief Executive Officer
845-256-1780
Anthony Barrese has been an Investment Advisor Representative since 1987. In the past he has worked for firms such as A.G. Edwards, Smith Barney, Citicorp Investment Services and Shearson Lehman. He holds a Bachelor of Science degree in Business Administration with a concentration in Finance from Fredonia State University.
Steven B. Smith
Cambridge Investment Advisor Representative
Steven Smith has been an Investment Advisor Representative since 1989. In the past he has worked for firms such as Citicorp Investment Services and Ameriprise.
Alex Barrese
Registered Sales Assistant
Alex Barrese is a Registered Sales Assistant. At this time he is functioning as an assistant to Anthony Barrese and Steven Smith. He holds a Bachelor of Science degree in Accounting with a concentration in Finance and a Master of Science degree in Accounting from Siena College.
Kimberly Fritcher
Administrative assistant
Kim has over 15 years of experience as an account specialist. She also has 2 years of experience as a data specialist assisting financial advisors and their staff on the usage of client relationship management systems.