SY ASSOCIATES - Key Persons
Anthony has been a financial advisor since 2003. Prior to working as a financial advisor, he was an Electrical Engineer and graduated Magna Cum Laude from the State University of New York College at Buffalo. After 15 years in engineering, Anthony turned his passion for investing into engineering financial solutions for his clients. He takes a comprehensive life-planning approach, guiding clients through the many complicated financial challenges throughout life. He looks beyond a client's investments to offer advice and guidance about, retirement, estate planning, insurance, education planning and more.
Anthony is actively involved in community service and has served since 2005 on the Buffalo Chapter of the American Education Foundation (AMEDF).
Anthony lives in Amherst NY and enjoys family time with his wife, Jennifer and children, Nicholas and Ava. He enjoys Golf, Bowling, riding his Harley and especially time helping his son with Boy Scouts.
Job Titles:
- Registered Sales Assistant With the Investment Center, Inc
- Registered Sales Assistant, Office Manager
Kelly is a Registered Sales Assistant with The Investment Center, Inc. She obtained her BA in Business Administration with a minor in Financial Analysis from the University at Buffalo (UB) in the Fall of 2015. Kelly's professional background began in the financial services industry in 2016 as a sales assistant at SY Associates. Prior to her financial experience, Kelly maintained 7 years of retail and customer service positions.
Born and raised in North Tonawanda, NY, Kelly still resides there with her husband Alex and step-daughter Layla. Kelly loves to spend her free time with family and friends, whether it's going to see a local show in Buffalo or a relaxing weekend away camping. Other interests include gardening, professional hula-hooping, and taking care of her two cats Mowgli & Akela and her puppy Lucy. Kelly is also a passionate member of the Bills Mafia.
While at SY Associates, Kelly has diligently worked with Steven Yeh and Anthony Scalise to gain the experience and expertise she needs to further her career with The Investment Center, Inc. She aims to use her position to help clients and their families meet their financial needs with her assistance. Please don't hesitate to contact Kelly for all of your service-related inquiries.
Job Titles:
- Financial Advisor With SY Associates Clear Focus
Mark Beardi is a financial advisor with SY Associates Clear Focus. As a CERTIFIED FINANCIAL PLANNER™ certificant, he helps clients to develop comprehensive financial plans focused on the achievement of clearly defined goals and objectives. He has expertise in retirement and college planning, investment advisory strategies and insurance implementation.
Mark operates under the fiduciary standard in his role as an investment advisor and financial planner. Mark received his Bachelor of Science degree in Applied Economics and Business Management from Cornell University in 1994 and he earned an MBA in Finance from the Wharton School of the University of Pennsylvania in 2001. After completing the education requirements through the American College of Financial Services and passing the CFP® examination, Mark became a CERTIFIED FINANCIAL PLANNER™ professional in April of 2018.
Experience: Investments, Insurance (Life, Disability, Long Term Care), College Planning, Retirement Planning, Estate Planning, Tax Planning
Job Titles:
- Financial Advisor
- Attorney, Registered Principal
Steven is an Attorney, Registered Principal and experienced financial advisor who entered the financial services industry in 1991. His law practice, with offices in Nevada and New York, provides consulting, tax and legal services to individuals on estate planning and business start-ups on formation, contracts, capital and expansion.
An immigrant to the United States at age 9, Steven grew up in the inner city and experienced first-hand the challenges of urban poverty. This personal experience has instilled in him a belief in the transformational power of education.
While in law school, Steven established the Buffalo chapter of the American Education Foundation (AMEDF) to help others pursue higher education opportunities in his adopted home town. Steven currently serves as a Trustee, Chair of the Buffalo Chapter Committee and Chair of the Professional Advisors Committee for the AMEDF.
Steven obtained his law degree, MBA and BA in Economics from the University at Buffalo (UB). His academic achievements include earning both his MBA and BA with Distinction, induction in 1999 to Beta Gamma Sigma, the prestigious honor society for collegiate schools of business, and selection as the ‘Total Executive' by the 1997 UB School of Management MBA Advantage Program.
Steven lives in Amherst NY with his wife Gail and their multiple rescued cats (the number varies depending on the time of year and how many were adopted out successfully). His varied interests, besides caring for his rescues, include reading, travelling, riding his motorcycles and gardening.