ARISTA WEALTH ADVISORS - Key Persons
Job Titles:
- Wealth Management Advisor
Anthony joined the team at Arista Wealth Advisors in 2018. Anthony works with clients to develop plans focused in the areas of wealth transfer, retirement, investment, tax, and estate planning.
He has more than 7 years of experience in the industry, providing comprehensive financial advice to executives of various fortune 500 companies. Anthony worked for The Ayco Company, L.P., A Goldman Sachs Company in Albany, NY. Anthony's primary role was to provide estate and income tax planning. After, he served as Director of Financial Planning for a local investment firm that manages over $550 million of assets.
Anthony is also Of Counsel at the Law Firm of Burke & Casserly P.C., where he focuses his practice on elder law, trusts and estates, and tax planning & preparation.
Anthony obtained his bachelor's degree from SUNY Albany and his Juris Doctorate degree from Albany Law School. Anthony is admitted to the New York State Bar Association and a member of the Elder Law and Special Needs Section.
Additionally, Anthony held his FINRA securities licenses Series 7 and Series 66 and is a member of the Financial Planning Association.
Job Titles:
- Financial Planning Associate
Jessica Lopez joined Arista Wealth Advisors in August 2016. Jessica graduated from the College of Saint Rose in 2015 with a Bachelor of Science in Communication Sciences and Disorders. She brings with her multiple years of experience in customer service and the hospitality industry. Jessica has plans to begin coursework for her FPQP in 2019.
Her extensive experience in working with many people in a variety of settings, including her client relationships as an event planner and serving people with developmental disabilities thru her CSD major, brings a valuable skill set for client relationships making her a wonderful addition to the team. Jessica is responsible for administrative tasks, assisting Tim and Karin with client relationships, assisting with trading and rebalancing of client investment accounts, and monitoring clients' financial situations with attention to detail and accuracy.
In her spare time, Jessica enjoys outdoor activities such as hiking, skiing, kayaking, and boating. Jessica also enjoys traveling, and spending time with family and friends.
Karin Lopez has been part of the Arista Wealth Advisors team since early 2002 and is Vice President and Partner in the firm. Karin is experienced with over 20 years in the industry providing comprehensive financial advice. Karin works directly with clients to help them accomplish their financial goals through preparation of financial plans, retirement planning, planning for education funding, and investment management. Karin assists clients with identifying their investment objectives and preparing investment portfolios to meet their financial goals. This includes analysis for asset allocation and positioning portfolios for diversification, while making sure the portfolio is suitable based on risk tolerance and client objectives. She is passionate about partnering with clients in creating a clear path towards the realization of their goals and in line with their values while guiding them through the various stages of wealth creation through accumulation, transition, inter-generational transfers, distribution and preservation. Other functions include assessing market conditions, researching, preparing and monitoring the recommended list of suitable funds, maintaining compliance requirements within the firm as well as overseeing many of the firm's day to day operations.
Karin began her path in the Financial Services field at Trustco working in the Trust Department where she gained working knowledge of Trust Investments. She has also gained experience working in a brokerage firm running managed asset programs. Karin is a current member of the Financial Planning Association.
Karin received a Bachelor of Arts degree in Psychology with honors from the State University of New York at Albany and then later graduated Summa Cum Laude with a Master of Business Administration from the State University of New York at Albany. Karin was inducted into Beta Gamma Sigma - National Honor Society for Business Administration and Accounting at SUNY Albany in 1996. Previously, Karin held FINRA securities licenses 7 and 63, and obtained her Insurance license with the State of New York. Karin also attended and completed the Cannon Trust School in Boston, MA.
She enjoys the outdoors traveling to the many beautiful regions and lakes in New York State, kayaking, hiking, reading, and spending time with her family and friends.
Tim is a founding member and president of Arista Wealth Advisors, Ltd., a Registered Investment Advisor (RIA) with the Securities and Exchange Commission which currently manages investments in excess of $144 million for various individuals, corporations, pension plans, and not-for-profit organizations on a fee-only basis. He utilizes his Certified Financial Planner™ designation to provide wealth management and investment advisory services to clients.
Co-Founded in 1988, Tim is also a Principal of the Albany, NY based law firm Burke & Casserly, P.C. Tim focuses his practice in estate planning, elder law, business and financial planning.