Business Details
50+ Years
experience
Your Trusted Partner for Financial Advisory Solutions
Established in 1967, Courier Capital has built a legacy as a premier independent financial advisory firm serving individuals, families, businesses, and institutions. Our approach begins with understanding each client's unique goals, crafting customized strategies that integrate tax-efficient investing, risk management, and estate planning. As fiduciaries, we prioritize client interests through independent research, objective investment selection, and transparent reporting.With offices across New York, Pennsylvania, and Florida, our team of credentialed professionals brings decades of collective experience to deliver enduring wealth management solutions. We maintain rigorous compliance standards and emphasize ongoing education to ensure clients navigate complex financial landscapes with confidence.
Services
Retirement Planning
Investment Advisory
Wealth Management
Estate Planning
Risk Management
Details
- Year established: 1967
Highlights and features
- We offer 50+ years of experience in independent financial advisory services
- Our fiduciary commitment ensures objective, client-first investment recommendations
- We provide access to institutional-grade investment management resources
- Our team includes CFA charterholders and Certified Financial Planners
- We maintain SEC registration and rigorous compliance standards
Services
Retirement Planning
We design customized retirement plans for employers, including 401(k), 403(b), and deferred compensation programs. Our services cover investment selection, service provider due diligence, fee negotiation, and participant education. As co-fiduciaries, we help businesses meet ERISA requirements while providing employees with quality investment options and ongoing portfolio monitoring to ensure long-term success.
Investment Advisory
Our investment advisory services combine active and passive strategies tailored to client risk profiles. We employ proprietary research methodologies for asset allocation, manager selection, and performance monitoring. The firm offers transparent reporting and access to institutional fund managers, focusing on tax-efficient strategies that align with individual and institutional clients' long-term financial objectives across varying market conditions.
Wealth Management
We create comprehensive wealth management solutions integrating tax planning, estate strategies, and risk management. Our process begins with detailed goal assessment, followed by customized asset allocation and implementation. The team provides ongoing portfolio adjustments and regular performance reviews, ensuring alignment with evolving client needs while maintaining fiduciary standards and compliance with regulatory requirements.
Estate Planning
Our estate planning services focus on wealth preservation and intergenerational transfer strategies. We collaborate with legal and tax professionals to develop customized plans that minimize tax liabilities while supporting clients' philanthropic goals. The approach includes trust structuring, beneficiary designations, and integration with overall investment strategies to ensure seamless wealth transition across generations.
Risk Management
We implement risk-controlled investment management strategies using quantitative analysis and qualitative assessments. Our approach evaluates market volatility, duration risk, and credit quality to construct resilient portfolios. The team conducts quarterly reviews, stress testing, and scenario analysis to maintain appropriate risk-return profiles while adapting to changing economic conditions and client-specific requirements.
People
James Iglewski
President
Brings extensive private banking experience to Courier Capital, previously managing institutional portfolios at Bank of America. Holds MBA from Canisius College and serves on multiple nonprofit boards, combining financial expertise with community leadership.
Thomas Hanlon
Co-Chief Investment Officer
CFA charterholder with 25+ years in wealth management, specializing in high-net-worth client portfolios. Holds CFP and CEBS designations, contributing investment strategy expertise while maintaining active roles in local nonprofit organizations.
Rebecca Westervelt
Senior Managing Director - Retirement Services
Over 20 years of investment services experience, leading retirement plan operations. Holds Accredited Investment Fiduciary designation and MBA from Rochester Institute of Technology, focusing on employer retirement solution strategies.
Steven Gattuso
Co-Chief Investment Officer
CFA and CFP professional with 30+ years in investment management, previously at Wilmington Trust. Combines practical experience with academic contributions as Canisius University finance professor, maintaining active community involvement.
Jason Stronz
Senior Managing Director - Institutional Services
MBA holder with decade-plus experience in institutional services, previously leading economic development initiatives. Applies community-focused approach to institutional client management while serving on various civic organizations.
Questions
What distinguishes Courier Capital's investment approach?
Our process combines top-down economic analysis with bottom-up security selection, maintaining rigorous asset allocation discipline while tailoring strategies to individual client needs through continuous monitoring.
How does Courier Capital handle retirement plan management?
We act as co-fiduciaries, providing comprehensive retirement plan services including investment selection, fee negotiation, participant education, and quarterly performance reviews to ensure ERISA compliance.
What geographic areas do you serve?
We maintain offices in Buffalo, Rochester, and Jamestown NY; Pittsburgh PA; and Sarasota FL, serving clients throughout these regions with local expertise and national resources.
How are investment fees structured?
Our fees are transparent and typically asset-based, covering all advisory services including fiduciary responsibilities. We leverage economies of scale to deliver competitive pricing for institutional-quality investments.
What credentials do your advisors hold?
Our team includes CFA charterholders, Certified Financial Planners, Accredited Investment Fiduciaries, and professionals with advanced degrees in finance and business administration.
How do you ensure portfolio diversification?
We employ proprietary screening methodologies and opportunity matrices across geographies and sectors, balancing risk-return profiles while maintaining alignment with client-specific investment objectives and constraints.
