BRIGHTON SECURITIES - Key Persons
Job Titles:
- Financial Advisor
- Financial Partner
- Senior Vice President
- Senior Vice President - Financial Advisor
Chuck Wade joined the Brighton Securities team in 2012 after an award-winning career in broadcasting with 13WHAM-TV. As a journalist, he learned the value of asking good questions and listening for answers which he believes is the only way to best serve his clients at Brighton Securities.
Chuck provides individuals, families and institutions with customized plans to accomplish life objectives through active management and communication. Chuck's clients range in age from 2-92, and his primary focus is with clients looking to define, create, and achieve a retirement lifestyle that leads to happiness. From the 25 year old young professional who wants to start saving now, to the husband and wife who want to know when they can retire, Chuck's clients can be confident in the income they'll have available, and the best way to leave a legacy for their families.
Chuck enjoys being part of the Brighton Securities family. He values the ability to step outside his door and have a conversation with the CEO, Chairman and even his own brother, financial advisor Ethan Wade. Chuck and his wife Elizabeth live in Brighton with their two daughters, Charlotte and June.
Job Titles:
- Marketing Operations Manager
Job Titles:
- Senior Client Service Associate
Job Titles:
- Client Service Associate
- Senior Client Service Associate
Job Titles:
- Financial Advisor
- Financial Partner
Clara was a senior fixed income specialist for a large investment manager for over 12 years prior to joining Brighton Securities. She holds a degree in international business from Dickinson College and an MBA in finance and accounting from the William E. Simon Graduate School of Business Administration at the University of Rochester. These qualifications provide her with a strong foundation in both business and finance, enabling her to offer comprehensive guidance to her clients. Clara lives in Brighton with her husband and three children. She actively engages with her community by volunteering at Temple B'rith Kodesh and local schools.
Job Titles:
- Financial Advisor
- Financial Partner
- Member of the Hicks Wealth Management Team
- Portfolio Manager
- Certified Financial Planner
- Contributor to the Rochester Business Journal
- Member of the Investment Committee at Brighton Securities Capital Management
- Portfolio Manager - Financial Advisor
David is a member of the investment committee at Brighton Securities Capital Management and is the portfolio manager of the index fund portfolios offered by Brighton Securities.
As a Certified Financial Planner David also offers his clients a range of financial planning services, with a particular emphasis on retirement planning. Before entering the investment advisory business in 2004, David practiced law for many years, specializing in estate planning and related tax planning.
David is a regular contributor to the Rochester Business Journal. His column, The Informed Investor, offers an inside look at the financial services business from the perspective of the investment consumer.
A native of Rochester, David has been active in the not-for-profit community, most recently on the board of Catholic Family Center, one of the largest social services providers in Monroe County, and the Villa of Hope finance committee. David enjoys spending free time exploring the back country in the Adirondacks either hiking or rowing in an Adirondack guide boat.
Job Titles:
- Financial Partner
- Behavioral Financial Advisor
Doug Hendee - Chief Strategy Officer, SVP
Job Titles:
- Chief Strategy Officer
- Financial Partner
- Member of the Leadership Team
- Senior Vice President
- CFP®, Chief Strategy Officer, Senior Vice President
Job Titles:
- Chief Development Officer
- Financial Advisor
- Financial Partner
- Member of the Board of Directors
- Senior Vice President
Ethan Wade joined Brighton Securities as a Financial Advisor in 2013.
Ethan works closely with his clients to help them achieve their short-term and long-term financial goals. No two clients are the same and Ethan does not believe they should be put into cookie-cutter models, instead, he believes each client benefits most from their own customized retirement strategy. His communication style, which is free of industry jargon, instills confidence and peace of mind in his clients because they can easily understand the complexities of their personal finances.
Ethan lives in Penfield with his wife, Brenna, and their two boys, Griffin and Cooper. He also volunteers on the Board of Directors for the Arc of Monroe and the housing committee for Catholic Family Center.
Job Titles:
- Financial Advisor
- Financial Partner
- Member of the Hicks Wealth Management Team
Job Titles:
- Chairman
- Chairman of the Board of Directors
- Member of the Brighton Securities Capital Management Team
Job Titles:
- Financial Advisor
- Financial Partner
- Financial Advisor, Business Associate
- Registered Client Services Associate
Job Titles:
- Financial Advisor
- Financial Partner
In addition to her financial expertise, Jennifer is a seasoned musical performer who has participated in various large-scale festivals across the Northeast region. Currently residing in West Irondequoit with her two sons, Easton and Caleb, Jennifer enjoys engaging in outdoor activities such as biking, swimming, and competitive games of badminton. Her deep passion for music often leads her to attend local and international festivals and other outdoor events.
Job Titles:
- Financial Advisor
- Financial Partner
- Member of the Hicks Wealth Management Team
- General Surgeon at Thompson Health
Joe is a Rochester native and graduate of Nazareth College where he earned a bachelor's degree in marketing as well as competed on the men's lacrosse team. When he's not helping his clients navigate the financial world, you can find him on the golf course or spending time with his family and friends.
Job Titles:
- Senior Client Service Associate
Lori Alberts - Chief Compliance Officer, COO
Job Titles:
- Chief Compliance Officer
- Chief Operating Officer
- Member of the Leadership Team
Job Titles:
- Member of the Board of Directors
- Member of the Leadership Team
- Chief Executive Officer, Brighton Securities Holdings, Inc.
Job Titles:
- Financial Advisor
- Financial Partner
- CRPC®, Financial Advisor
Job Titles:
- Financial Advisor
- Financial Partner
- Our Financial Advisor
Mike is a graduate of SUNY Brockport and hold a degree in Finance and has an extensive background in banking and wealth management. Mike spent 6 years in retail banking after college, where he helped clients determine what banking products were best suited for their needs. Through fact finding and building relationships, he would also identify those clients that could benefit from a more detailed and wholistic financial plan.
Job Titles:
- Office Coordinator
- Client Service Associate
Job Titles:
- Financial Advisor
- Financial Partner
Job Titles:
- Financial Advisor
- Financial Partner
- Member of the Hicks Wealth Management Team
Job Titles:
- Financial Advisor
- Financial Partner
- Member of the Hicks Wealth Management Team
- Senior Vice President
- Senior Vice President - Financial Advisor
Bob was a senior manager with Merck & Company before beginning his career in financial services. He holds a degree in Economics from SUNY Brockport and lives in Pittsford with his wife Jill with whom he has two grown children.
Job Titles:
- Financial Advisor
- Financial Partner
- Senior Vice President
- Senior Vice President - Financial Advisor
Job Titles:
- Financial Advisor, Client Service Associate
Job Titles:
- Financial Advisor
- Financial Partner
- Financial Advisor, Client Service Associate
Job Titles:
- Financial Advisor
- Financial Partner
- Vice President
- Vice President - Financial Advisor
Job Titles:
- Financial Partner
- Member of the Hicks Wealth Management Team
- Financial Professional
Job Titles:
- Financial Partner
- Senior Vice President - Financial Advisor
Job Titles:
- Member of the Board of Directors
- Chief Financial Officer for the Law Firm of Harris Beach PLLC
Mr. Abbott is the Chief Financial Officer for the law firm of Harris Beach PLLC which is headquartered in Rochester, New York. As such, he is responsible for all of the financial operations of this privately held, 156 year old law firm. Mr. Abbott is also an active member of Financial Executives International and is a volunteer elected member of the Hilton Central School District's Board of Education.
Job Titles:
- Financial Advisor
- Financial Partner
Job Titles:
- Development Manager
- Financial Advisor
- Member of the Brighton Securities Capital Management Team
- Senior Vice President
Job Titles:
- Financial Partner
- Member of the Hicks Wealth Management Team
- Financial Professional
Job Titles:
- Business Support Associate
Job Titles:
- Financial Partner
- FPQP®, Financial Advisor