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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John R. Aldrich John R. Aldrich
John joined Bender Lane Advisory in 2018 after being employed by Bond, Schoeneck & King, PLLC, for over ten years and was a member of the Estate and Financial Planning Department at the time of his departure. Prior to that role, John was employed as Chair of the Estate and Financial Planning Department at Hinman Straub. P. C., for nine years. His previous experience includes being a partner with The Ayco Company, A Goldman Sachs Company, where he specialized for eighteen years in sophisticated estate and investment counseling. John earned a Bachelor of Business Administration in Finance and Accounting from the University of Notre Dame, and a Juris Doctor from Albany Law School of Union University.
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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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Candace C. Conrad Candace C. Conrad
Candace joined Bender Lane Advisory in 2018 after being employed by The Ayco Company, A Goldman Sachs Company, for sixteen years and was an Analyst in the Encompass Family Office at the time of her departure. Prior to that role, Candace was in the Controller’s Group at WeatherGuard Roofing for several years.
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Donna M. Crowley Donna M. Crowley
Donna joined Bender Lane Advisory in 2018 after being employed by Bond, Schoeneck & King, PLLC, for seven years and was a Financial Planner at the time of her departure. Prior to that role, Donna was employed as a bookkeeper at Hinman Straub.
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Kyle T. Cunningham Kyle T. Cunningham
Kyle joined Bender Lane Advisory in 2018 after being employed by The Ayco Company, A Goldman Sachs Company, for five years and was a Senior Tax Analyst at the time of his departure. Kyle earned a Bachelor of Business Administration in Public Accounting from Pace University in 2010.
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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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Keith J. Farley Keith J. Farley
Keith joined Bender Lane Advisory in 2018 after being employed by Nuclear Naval Laboratory for over four years and was a Network Communications Specialist at the time of his departure. Keith is a Microsoft Certified Administrator (MCSA) and received his Bachelor of Science in Electrical Engineering from SUNY Institute of Technology at Utica in 1995.
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Heather M. Fox Heather M. Fox
Heather joined Bender Lane Advisory in 2017 after being employed by The Ayco Company, A Goldman Sachs Company, for nine years and was a Financial Counselor in the Encompass Family Office at the time of her departure. Heather earned a Bachelor of Science in Business Administration from The State University of New York Polytechnic Institute in 2007 and holds the CERTIFIED FINANCIAL PLANNER ™ certification.
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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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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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Rebecca N. Kwalik Rebecca N. Kwalik
Rebecca joined Bender Lane Advisory in 2018 after being employed by Alpenglow Capital, LP, a long/short equity fund focused on the financial and real estate sectors. Prior to that role, Rebecca was employed by The Ayco Company, A Goldman Sachs Company, for seven years in the Private Wealth Management Group. Her previous experience also includes a role as Sales Associate at Credit Suisse Securities (USA) LLC. Rebecca earned a Bachelor of Science in Business Administration from West Virginia Wesleyan College.
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Cristiane A. de Freitas-Malizia Cristiane A. de Freitas-Malizia
Cris joined Bender Lane Advisory in 2016 after being employed by PwC in Brazil for six years and was a Tax Manager at the time of her departure. Prior to that role, Cris was employed as a Senior Tax Consultant at Deloitte for five years. Her previous experience includes positions at JP Morgan and Bank of Brazil. Cris earned a Bachelor of Science in Business Administration from Mackenzie University (Sao Paulo, Brazil) in 2007 where she also completed four years of law school before moving to the United States.
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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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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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Matthew O. Moore Matthew O. Moore
Matthew joined Bender Lane Advisory in 2017 after being employed by The Ayco Company, A Goldman Sachs Company, for thirteen years and was a Vice President in the Encompass Family Office at the time of his departure. Matthew earned a Bachelor of Science in Finance from Siena College in 2004 and holds the CERTIFIED FINANCIAL PLANNER ™ certification.
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Matthew T. Needham Matthew T. Needham
Matthew joined Bender Lane Advisory in 2016 after graduating from Siena College with a Bachelor of Science in Economics and Management in May 2016.
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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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Daniel C. Robeson Daniel C. Robeson
Dan is a member of the investment committee for Bender Lane Advisory. Dan took a year off from academia to work directly at Bender Lane Advisory, helping to establish our investment process and philosophy. While he returned to academia as an Associate Professor at Siena College in the fall of 2017, he continues to work with Bender Lane Advisory as a consultant. He previously was employed by Keuka College, for two years and was Chair, Division of Business & Management at the time of his departure. Prior to that role, Dan was employed as the Founding Dean of The School of Management at The Sage Colleges for five years. His previous experience includes System Concepts Center Consultant at Eastman Kodak, Financial Advisor at Landmark Bank, and Account Executive at Dean Witter Reynolds. Dan earned a Bachelor of Arts in Economics from the University of Missouri in 1985, a Master of Business Administration from Rensselaer Polytechnic Institute in 2001, and a Doctor of Philosophy in Management from Rensselaer Polytechnic Institute in 2010.
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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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Alexandra N. Tamburro Alexandra N. Tamburro
Alli joined Bender Lane Advisory in 2014 after working at US-Brazil Connect and was an Office Administrator at the time of her departure. Prior to that role, Alli was employed as a Tax Site Coordinator by the Piton Foundation. Alli earned a Bachelor of Science in Political Science from Coastal Carolina University in 2010.
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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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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.
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Kathleen M. Witt Kathleen M. Witt
Kathy joined Bender Lane Advisory in 2018 after being employed by Bond, Schoeneck & King, PLLC, for ten years and was a Financial Planner at the time of her departure. Prior to that role, Kathy was employed as a Financial Planner at Hinman Straub for thirteen years.
