PROFESSIONAL PROFILE

David H. Desmon - Senior Vice President, Wealth Management Advisor, CFP®

David is a 38 year veteran of the financial services industry. He received his Masters of Business Administration from The University of Pennsylvania Wharton School in Philadelphia, PA and his Bachelor of Business Administration from Tulane University in New Orleans, LA. David is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. David currently serves on the steering committee of the Western New York Planned Giving Consortium and the Leave-a-Legacy of Western New York and is past president of the Financial Planning Counselors of Western New York and the Bond Club of Buffalo. He is past president of the Temple Beth Zion in Buffalo, New York and was honored with the Man of The Year Award. He has chaired their sesquicentennial events and is the chairman of development. David has received the American Jewish Committee's Community Leadership Award to honor his dedication and commitment to philanthropy. The United Way recently honored him as an Outstanding Campaign Coordinator. He has served on numerous boards including Trocaire College, American Jewish Committee, Foundation for Jewish Philanthropies and Jewish Federation of Greater Buffalo.


Peter Biltekoff - Vice President, Wealth Management Advisor

Peter is a 21 year veteran of the financial services industry. He received his Bachelor of Business Administration degree from Boston University in Boston, Massachusetts. Peter is active in many associations including: Child and Adolescent Treatment Services - Board President, Bond Club of Buffalo - past President, Jewish Federation of Buffalo and the Financial Planning Counselors of New York.


Tracey Cervi - Senior Client Associate

Tracey is a 20 year veteran of the financial services industry. She received her BA from Daemen College Amherst, NY.