Stephen R. Robshaw
President

  • 38 years of service.
  • Founder and principal of Robshaw & Julian Associates, Inc.
  • Vice President and Officer in Charge of the Investment Function at M&T Bank.
  • Security Analyst with H. C. Wainwright & Co.
  • M.B.A. - SUNY at Buffalo.
  • B.A. - College of the Holy Cross.
  • Member of the CFA Society of Buffalo and the CFA Institute.

James P. Julian
Executive Vice President

  • 38 years of service
  • Principal of Robshaw & Julian Associates, Inc.
  • Chief Investment Officer for Western Region of Key Trust.
  • M.A. - Economics SUNY at Buffalo.
  • B.A. - University of Notre Dame.
  • Member of the Toronto CFA Society and the CFA Institute. Past President of the Financial Planning Counselors of Western New York.

Ronald M. Roche, CFA
Vice President

  • 24 years of service
  • Chartered Financial Analyst.
  • Chief Operating Officer and Portfolio Manager at Niagara Investment Advisors.
  • Vice President and Officer in Charge of the Trust Investment Center at Marine Midland Bank.
  • M.A. - SUNY at Buffalo.
  • B.A. - SUNY at Plattsburg.
  • Director of the Financial Planning Counselors of Western New York. Member of the CFA Society of Buffalo and the CFA Institute