DASH CAPITAL ADVISORS - Key Persons
Job Titles:
- Wealth Management Advisor and Junior Partner
Adam serves as a Wealth Management Advisor and Junior Partner of Dash Capital Advisors. He is originally from New Jersey and attended Saint John Fisher College where he received a marketing and corporate finance degree. Adam started his financial planning practice in 2014 with Northwestern Mutual and helped launch Dash Capital Advisor s in 2019.
Adam focuses on partnering with clients all over the country to align their finances with what truly brings joy to their lives. He believes Dash Capital's unique process helps lead and inspire people to maximize their time on Earth. Adam is passionate about guiding his clients, their families, and businesses through complex financial planning and investment management situations. He believes his role is not only to focus on returns, but the important parts of his client lives that create lasting happiness.
Adam enjoys spending time with his wife Meaghan and his two daughters, golfing, traveling, and helping people Max their Dash!
Job Titles:
- Wealth Management Advisor
Helping her clients reach their optimum financial future is what Amanda Delmonico undertakes in her role as a financial advisor with Dash Capital Advisors. Collaborative and insightful, she views her relationships as true partnerships for success.
Inspired by her own father Tom Shortslef, a seasoned financial planner who is also currently her business partner, Amanda values her clients and loves to continuously learn new things to help them succeed with their financial aspirations. Whether it's retirement, education, or investments, understanding the client's point A and getting them to their point B is what Amanda strives for on a daily basis.
Amanda specializes in the True Wealth™ Process, a program that streamlines financial planning for her clients. The program uses a values-based, life-centered approach to help clients meet their goals by properly managing their financial resources.
Amanda started her career as an account manager with a digital market research firm, where she excelled in the world of client relations. A passionate foodie, she eventually wanted to explore the food business, so she worked as a food broker and ran her own business, Finger Lakes Imports, in New York City, developing key partnerships with restaurants and grocery stores. Other stints included work at several farms and greenhouses, grocery store management, and as a purchasing manager at food manufacturer Love Beets, where she managed a multi-million dollar budget.
A native of Victor, New York, Amanda received her bachelor's degree in business administration from the Rochester Institute of Technology. When she's not busy working, she enjoys cooking, hiking, and playing the violin. She is happily married and has a daughter, with another child on the way.
Job Titles:
- Wealth Management Advisor / Junior Partner
Jeff was born and raised in Livonia, New York. He spent his college years in Rochester where he got his bachelor's in business from St. John Fisher College. He uncovered his passion for Financial Planning and Money while meeting with his Financial Advisors as a Junior in College. After a few meetings with his Advisors he realized he was on the wrong side of the table! Jeff spent the first 7 years building his Financial Planning practice with Northwestern Mutual. In November of 2019, he became a Wealth Management Advisor at Dash Capital Advisors. Jeff loves meeting new people and working with existing clients to put them in the best possible position to achieve their dreams. In Jeff's free time he enjoys spending time with his dog Goose, playing hockey, traveling the world, and yelling at the TV while the Buffalo Bills are on.
Matthew is a Co-Founder/Partner & Wealth Management Advisor at Dash Capital Advisors. He was born and raised in New Hampshire, and graduated from Rochester Institute of Technology with a Bachelor's of Science in Finance and a concentration in Economics. Matt chose this career for the love and complexity of investments but quickly found the irresistible passion in helping clients achieve their goals through financial planning. He began building his practice with Northwestern Mutual in 2010 while also spending time in leadership coaching and developing their financial advisors. In 2019 Matt helped launch their Independent Financial Services Firm -- Dash Capital Advisors. Dash Capital's greater purpose is helping the community and clients they touch receive the absolute most out of their time on this earth, Maxing their Dash.
Job Titles:
- Owner / Wealth Management Advisor
For more than a decade, Nathan has been serving clients in financial planning. Graduating with his bachelors with a concentration in financial planning from St. John Fisher in 2008; Nathan started his career in financial planning with Northwestern Mutual and spent his first 10 years with this firm. Nathan and his fellow partners had a vision for building a firm with a mission that goes beyond the common areas of financial planning. Nathan and his team launched Dash Capital Advisors in 2019 for the main purpose of helping the people they touch get the absolute most out of their time here on Earth.
Nathan, his wife Nicole, and their dog Miller live out in the country in peace and quiet just the way they like it. In his free time, Nathan enjoys hunting, golfing, socializing with friends, cooking, and working out.
Job Titles:
- Wealth Management Advisor & Junior Partner of Dash Capital
- Wealth Management Advisor / Junior Partner
Steven serves as a Wealth Management Advisor & Junior Partner of Dash Capital. Growing up locally in Rochester, he is the youngest of 3 older siblings and the only male in the family. Steven attended St John Fisher college for marketing. Additionally, he was a Service Scholar at St. John Fisher College, which was rewarded to a select few individuals who demonstrated outstanding involvement in their community. He entered the industry in 2016 as a college intern at Northwestern Mutual. At Northwestern, Steven used his time developing relationships with his clients, and mastering the art of financial planning. His approach to planning is always centered around the clients goals and aspirations in order to help them Max their Dash! On a personal level, his passion lies in health and nutrition, as he always strives to keep the body as sharp as the mind. In his free time, he enjoys involving himself in any type of sports competition to feed his love of healthy competition.