LEIGH BALDWIN ADVISORY - Key Persons
Job Titles:
- Financial Advisor
- Member of the Full Team
Alan began his career in 2015 with Leigh Baldwin & Co. when he passed his Series 7 license prior to his senior year of college. He graduated from Hamilton College majoring in Economics with a double minor in Mathematics and Anthropology. He also found time to be a four-year letter winner on the Hamilton lacrosse team. Before joining the Baldwin Group, Alan worked as the Global Strategy Analyst for a $7 Billion+ investment firm based in Richmond, VA.
One of his many roles on the team is to act as the associate portfolio manager for client accounts, utilizing risk analysis and unique client circumstances to provide custom portfolios. Alan works side by side with his sister, Ashleigh, overseeing family financial plans.
Alan enjoys an active lifestyle as he is an avid runner and enjoys time outdoors on the golf course, a lake, or on a mountain. Alan enjoys spending time with his wife, Jillian, traveling to see friends or hosting a dinner party themselves. During the fall months you can find Alan on the couch cheering on the Michigan Wolverines or the Syracuse Orange.
Alan received his Chartered Financial Analyst® designation in 2021 and is a member of CFA Rochester Society.
Job Titles:
- Client Relations Coordinator
Alicia is a seasoned professional with more than ten years of expertise in client relations, with her most recent experience in the financial software industry. She holds a Bachelor's degree in Political Science from the University of Rochester, where she was a member of the basketball team that achieved a prestigious Final Four position in 2010.
Having come full circle, Alicia has returned to her hometown of Norwich, NY, alongside her husband, Will, and their two sons, Jack and Connor. Beyond her professional pursuits, Alicia finds joy in spending quality time with her family and friends. She's an avid traveler, always eager to explore new destinations whenever the opportunity arises.
Job Titles:
- Associate
- Compliance Director
Ashleigh began her financial career in 2013 with Leigh Baldwin & Co. She graduated from Union College majoring in Economics with a minor in Psychology. She also found time to be a four-year letter winner on a nationally ranked Volleyball team.
As a Registered Representative of the Broker-Dealer, Ashleigh works to customize and expand financial plans based on client goals (retirement, college savings, and financial goal setting). Ashleigh works as one of the team's go-to resources for insurance and/or variable annuities, that can be suitable for certain clients. Alongside her responsibilities for the Baldwin group, she also works on our compliance side for the firm as our Associate Compliance Director.
Ashleigh lives with her husband, Chris Thompson, their daughters Everleigh and Ella, and Goldendoodle Bear in Manlius, NY. Away from the office, Ashleigh enjoys an active lifestyle, planning her next vacation adventure, or just spending time with her family and friends.
Charlie began his financial career in 1988 and has been an independent financial representative for 32 years, 26 of those years with Leigh Baldwin & Co., LLC. He is a 1989 graduate of St. Lawrence University majoring in Economics. He started his career with Massachusetts Mutual in NYC before relocating back to his hometown of Syracuse. He formed The Sovik Group, Inc. in 2007 and specializes in Health, Life, Disability, and Medicare Insurance along with investment programs. Charlie thoroughly enjoys the relationships that have been developed with his clients and other business leaders throughout CNY.
Charlie resides with his wife Lisa in Cazenovia, NY. Their three sons attend Pensacola Christian College in Pensacola, FL. Charlie is involved in various activities in the local area and enjoys hunting, fishing, and trapping. His wife Lisa runs a successful Red Fox Run Bed and Breakfast.
Job Titles:
- Chief Financial Officer
- Leigh Baldwin & Co. in 2019 As the Assistant Director of Finance
Chelsea Dodson joined Leigh Baldwin & Co. in 2019 as the Assistant Director of Finance and has since become the Chief Financial Officer. Chelsea has a B.S in Business Administration from SUNY Polytechnic Institute, and previously worked as an Accountant in the School of Medicine at UNC Chapel Hill.
Chelsea lives in Syracuse with her fiancé, Rich, and their cat, Rooster. She is an avid hiker and skier, loves to travel, and is a passionate animal rights advocate.
Daniel Duffy joined Leigh Baldwin & Co in late 2020 and just recently established his own office, Duffy Financial. After graduating from Le Moyne College in 2008, he decided to stay in his hometown and courageously took the path of becoming an advisor during the financial crisis. Over the next 12 years, he was able to learn his craft, first at a major investment bank followed up by six years with a successful local bank. His long-held dream of starting his own firm, combined with the freedom and flexibility to personally design financial plans from a wide variety of offerings, ultimately led him to the advisory division of Leigh Baldwin & Co.
Dan and his wife Lisa have been married for 4 years and enjoy spending time with their growing family. During the summer, there is a good chance you may see Dan at the Bellevue Country Club working on his game.
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Job Titles:
- Member of the Full Team
- Associate, Compliance
Danielle joined Leigh Baldwin & Co. in 2018 in our Utica, NY location. Her investigative personality and strong interest in industry regulations has since earned her a seat in the Compliance Department as an Associate. She holds a B.S. in Business Administration from St. John Fisher College where she was also a finance T.A. for the last 2 years of her studies.
Danielle lives in Utica, NY with her husband, Josh, and their two cats, Emerson and Harvey. As an avid outdoors-woman, she enjoys spending her spare time hiking and kayaking, as well as refinishing furniture, and spending plenty of time with family and friends.
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Job Titles:
- Trader, Registered Representative
John was born and raised in Buffalo, NY and went on to attend Oswego State University to receive a B.A. in Communications. He settled in Syracuse, NY where he worked as an Account Executive for 8 years at an advertising agency.
Deciding his interest moved towards the investing industry he signed on with the old Shearson Lehman firm in Syracuse to obtain the necessary licenses and began the career in 1989. It was at that firm where he met Leigh Baldwin and after a stop at the Key Bank investment arm, he joined Leigh Baldwin & Co. in 1993.
As a Registered Representative of the Broker-Dealer, John leans towards conservative income investments in stocks and corporate bonds, but after 31 years he has had experience in most aspects of the industry. John lives in Cazenovia and outside of work is an ardent dog walker with currently his 3rd SPCA adopted Beagle.
Job Titles:
- Financial Advisor
- Member of the Full Team
- Leigh Baldwin & Co. As a Financial Advisor
Mary joined Leigh Baldwin & Co. as a Financial Advisor in 2021. She has worked in the financial field for over seven years, with experience at a regional private equity firm and several years with Morgan Stanley. She focuses on building diversified portfolios and developing successful strategies for long-term wealth management.
Mary graduated from Stanford University with a BS in Biological Sciences, and received her MBA from the University of Pennsylvania's Wharton School. Prior to starting a financial career, Mary worked in the pharmaceutical and biotechnology industry. She was once a competitive distance runner, and continues to enjoy running as a hobby. Originally from the Philadelphia area, Mary now lives in the Syracuse neighborhood with her family of four children.
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Michael Woltman has been with Leigh Baldwin & Co. for 27 years. After graduating from the College of Wooster (OH) in 1988, he was accepted to the Merrill Lynch training program in Washington DC. In 1992, Michael joined Syracuse's Dean Whitter office, and in 1994 came to Leigh Baldwin & Company because he believes that the flexibility of being an independent advisor allows him to work in his clients' best interests. Over time, Michael has specialized in individual retirement and asset allocation planning, small business retirement plans, and individual investing. In addition to his work at Leigh Baldwin & Co., Michael serves on the boards of several non-profit organizations in Central New York.
Michael and his wife Sue, a professor at Syracuse University, have been married 29 years. Their family includes 25-year-old twins Jack (Washington, D.C.) and Abigail (Boston, MA).
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Job Titles:
- Chief Compliance Officer
- Member of the Full Team
Stefanie Dorozynski began her career with Leigh Baldwin & Co. in 2002 and is presently the Chief Compliance Officer. With over 20 years of experience in the industry ranging from client facing sales to various supervisory positions, she brings comprehensive knowledge amongst all fields of broker dealer and RIA systems including operations, compliance, and technology. Stefanie is a 2003 graduate of State University of New York with B.S. in Business Administration with a concentration in finance.
Stefanie lives in Whitesboro, NY with her 2 sons Stephen and Tony. Ms. Dorozynski is actively involved in various youth organizations in her hometown, and you can usually find her on the sidelines for her children's High School football, basketball or baseball games. She appreciates the time she can spend with family traveling in her spare time and has always had a sharp eye for photography.
William Dolly has been with Leigh Baldwin & Co. for over 25 years after graduating from Colgate University in 1995 as a Dana Scholar, a member of the academic honor society, Phi Beta Kappa with a bachelor's degree in economics.
William invests and manages money charging fees or commissions to best suit his client's needs while also working as a branch manager at Leigh Baldwin & Co. In his free time, William enjoys playing golf, watching his two sons play travel soccer and volunteering as the President of the Cazenovia Youth Soccer Association.