We are a group of highly accomplished and experienced professionals who are passionate about doing the right thing for our clients. Among our ranks, we average over sixteen years of industry experience per employee along with advanced degrees in law, finance, business administration, and management in addition to designations in Certified Public Accounting and Financial Planning.
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Daniel J. Rutnik Daniel J. Rutnik
Dan founded Bender Lane Advisory in 2002 after being employed by The Ayco Company for twenty years and was a Senior Account Manager in the Encompass Family Office at the time of his departure. Dan earned a degree in Political Science from Siena College in 1980, a Juris Doctor from Albany Law School in 1983 and is a licensed attorney.
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Mariah M. Clark Mariah M. Clark
Mariah joined Bender Lane Advisory in 2016 after being employed by The Ayco Company, A Goldman Sachs Company, for thirteen years and was Vice President in Foundational Counseling at the time of her departure. Prior to that role, Mariah was employed as a Financial Planner at Morgan Stanley for three years. Mariah earned a Bachelor of Science in Finance from Rochester Institute of Technology in 1999 and holds the CERTIFIED FINANCIAL PLANNERTM certification.
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Daniel J. Curran Daniel J. Curran
Dan joined Bender Lane Advisory in 2014 after being employed by The Ayco Company, a Goldman Sachs Company, for thirteen years and was a Director in the Encompass Family Office at the time of his departure. Prior to that role, Dan was employed as a Senior Associate at PricewaterhouseCoopers, LLC for two years. Dan earned a Bachelor of Science in Accounting from the State University of New York at Albany in 1998 and is a Certified Public Accountant.
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Michelle P. Davidoff Michelle P. Davidoff
Michelle joined Bender Lane Advisory in 2017 after being employed by The New York State Department of Taxation & Finance and was a Tax Information Representative at the time of her departure. Prior to that role, Michelle was employed as a property trust manager at GSP Trust for five years, a bookkeeper at Philips Hardware for four years, and as a Vice President of Mutual Funds at First Albany Corporation for five years. Michelle earned a Bachelor of Science in Finance from Rochester Institute of Technology in 1989.
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Christopher M. Denisulk Christopher M. Denisulk
Chris joined Bender Lane Advisory in 2014 after being employed by The Ayco Company, A Goldman Sachs Company, for eleven years and was Vice President in the Encompass Family Office at the time of his departure. Prior to that role, Chris was employed as a Senior Accountant at KPMG, LLP. Chris earned a Bachelor of Science in Accounting from Siena College in 2000 and is a Certified Public Accountant.
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Renee W. Galloway Renee W. Galloway
Renee joined Bender Lane Advisory in 2006 after being employed by The Ayco Company, A Goldman Sachs Company, for seven years and was Vice President of Finance at the time of her departure. Prior to that role, Renee was employed as a Senior Manager at KPMG, LLP for five years. Renee earned a Bachelor of Science in Accounting from the State University of New York at Geneseo in 1993 and is a Certified Public Accountant.
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Corinne R. Gileski Corinne R. Gileski
Corinne joined Bender Lane Advisory in 2020 after being employed at Capital Area School Development Association for one-and-a-half years as the Payroll and Benefits Coordinator. Prior to that role, Corinne was employed by Trans World Entertainment for eight years and was the Personal/Finance Assistant to the CEO. Her previous experience was at The Ayco Company, A Goldman Sachs Company, for twelve years as a Senior Personal Account Associate in the Encompass Family Office. Corinne earned an Associate’s degree in Liberal Arts from Fulton-Montgomery Community College.
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Sandra D. Kaddo Sandra D. Kaddo
Sandra joined Bender Lane Advisory in 2015 after being employed by The Ayco Company, a Goldman Sachs Company, for twelve years and was a Tax Analyst at the time of her departure. Prior to that role, Sandra was employed as a Plan Administrator for Nonqualified Deferred Compensation Plans at Westport Worldwide for two years. Her previous experience includes Financial Analyst for Campus Projects at Union College and Staff Accountant for Charles L. Marvin and Company, P.C. Sandra earned a Bachelor of Science in Consumer Studies with a specialization in Consumer Economics from Syracuse University in 1981, a Certificate of Accounting from Siena College in 1988, and is a Certified Public Accountant.
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Lindsay Keville Lindsay Keville
Lindsay joined Bender Lane Advisory in 2018 after working at Troy Prep Elementary School and was a Finance Manager at the time of her departure. Prior to that role, Lindsay was employed as an Office Administrator by Pet Spas & Suites.
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Lysa Kramer McMahon Lysa Kramer McMahon
Lysa joined Bender Lane Advisory in 2009 after being employed by The Ayco Company, A Goldman Sachs Company, for twelve years and was an Executive Counselor in the Encompass Family Office at the time of her departure. Lysa earned a Bachelor of Science in Applied Mathematics from Union College in 1995 and a Master’s in Business Administration from Bentley College in 1997.
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Lisbeth Mitchell Lisbeth Mitchell
Lisbeth joined Bender Lane Advisory in 2020 after being employed by Merrill Lynch as a Financial Advisor. Prior to that role, she was employed as a Senior Analyst in Private Wealth Management at The Ayco Company, A Goldman Sachs Company, for ten years. Lisbeth holds a Bachelor of Science degree in Organizational Management and Economics from Russell Sage College in Troy, NY.
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Michael J. Mitchell Michael J. Mitchell
Michael joined Bender Lane Advisory in 2018 after being employed by Holland & Knight LLP for over two years and was an Associate Attorney at the time of his departure. Mike earned a Bachelor of Arts in Economics and Philosophy from Boston College in 2012, a Juris Doctor from Boston College Law School in 2015, and is a licensed attorney.
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Steven J. Pardo Steven J. Pardo
Steve joined Bender Lane Advisory in 2020 after being employed by AXA for thirteen years and was Senior Manager of Branch Controls at the time of his departure. Prior to that role, Steve was employed as Quality Assurance Manager at Independent Financial Marketing Group, a subsidiary of SunLife, for five years. His previous experience includes a nine-year career as a Financial Advisor in the Capital Region. Steve earned a Bachelor of Science degree from Pace University in 1993.
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Kate Pellettier Kate Pellettier
Kate joined Bender Lane Advisory in 2013 after being employed by MetLife and held the title of Financial Advisor at the time of her departure. Prior to that role, Kate was employed in the finance department at WilmerHale for five years. Her previous experience also includes a three-year career at ACS working with unclaimed financial property. Kate earned a Bachelor in Arts in Spanish from SUNY Cortland in 2002.
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Daniel G. Piazza Daniel G. Piazza
Dan joined BLA in 2016 after being employed by The Ayco Company, a Goldman Sachs Company, for twelve years. During his tenure, he held the positions of Regional Tax Director, Senior Financial Planner, Financial Planner, and Tax Reviewer. His previous experience includes Associate at Rutnik, Matt and Corr P.C., Regional Controller at the The Wellbridge Company, Associate at Cusack & Company, CPA’s, and Staff Accountant at Staff Maikels & Ciampino, CPA’s. Dan earned a Bachelor of Science from Russell Sage College in 1991 and is Certified Public Accountant.
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Susan M. Reese Susan M. Reese
Susan joined Bender Lane Advisory in 2016 after being employed by Robertson Stephens and was an Investment Advisor and Managing Director at the time of her departure. Prior to that role, Susan was employed as an Investment Professional and Vice President in Private Wealth Management at The Ayco Company, A Goldman Sachs Company, for ten years. Her previous experience includes a nine-year career at General Electric and teaching mathematics at The Albany Academies. Susan earned a Bachelor of Science in Chemical Engineering from Clarkson University in 1986, a Master of Science in Industrial and Management Engineering from Rensselaer Polytechnic Institute in 1987, and a Master’s in Finance from London Business School in 2005.
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Andrew K. Rutnik Andrew K. Rutnik
Andrew joined Bender Lane Advisory in 2014 and is currently studying business at Hudson Valley Community College.
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Ryan Tamasi Ryan Tamasi
Ryan joined Bender Lane Advisory in 2020 after being employed by Merrill Lynch. Prior to that role, Ryan was employed by The Ayco Company, A Goldman Sachs Company, for eleven years. His previous experience includes roles as a Financial Planner to employees of Fortune 500 companies to working as a Private Wealth Advisor to high-net-worth individuals. Ryan has earned his Bachelor of Science degree in International Business and Finance, with a minor in Political Science, from Northeastern University in Boston, MA and a Master of Business Administration degree from the College of Saint Rose in Albany, New York.
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Joseph N. Vet, Jr. Joseph N. Vet, Jr.
Joe joined Bender Lane Advisory in 2011 after being employed by The Ayco Company, A Goldman Sachs Company, for eleven years and was Vice President of Counseling in the Encompass Family Office at the time of his departure. Prior to that role, Joe was employed as a Senior Tax Associate at Sanford C. Bernstein & Co., for two years. His previous experience includes Senior Tax Consultant at Deloitte & Touche LLP, and Staff Account at Pattison, Koskey, & Rath PC. Joe earned a Bachelor of Science in Accounting from Le Moyne College in 1995 and is a Certified Public Accountant.
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Marissa E. Vollmer Marissa E. Vollmer
Marissa joined Bender Lane Advisory in 2019 after being employed by The Ayco Company, a Goldman Sachs Company, for six years and was a Financial Planner in Financial Counseling at the time of her departure. Marissa earned a degree in Math and Economics from Union College in 2014, and holds the CERTIFIED FINANCIAL PLANNERTM certification.
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Yue Wang Yue Wang
Yue joined Bender Lane Advisory in 2018 after being employed by Tinicum Enterprises Inc. for over four years and was a Tax Accountant at the time of her departure. Yue earned a Master of Business Administration in Finance from Adelphi University in 2013.
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Amy L. Wheland Amy L. Wheland
Amy joined Bender Lane Advisory in 2013 after being employed by The Sage Colleges for ten years and was an Administrative Assistant to the Vice President of Academic Affairs at the time of her departure. Amy earned an Associate’s degree in Liberal Arts from the Junior College of Albany in 1998 and a Bachelor of Science in Business Administration from The Sage Colleges in 2004.
