Experienced Analysts
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Charles Bennett
Charles Bennett is the Chief Executive Officer and Chief Investment Strategist at NexEra Asset Management. Prior to this role, he served as an Investment Strategy Analyst and Executive Partner at Morgan Stanley, where he gained extensive market knowledge. Bennett holds a Bachelor’s degree in Economics from Harvard University and a Master’s degree in Finance from London Business School. He has received multiple awards for “Best Investment Strategy Analyst” and was recognized by the *Financial Times* as one of the “Most Influential Market Experts Worldwide.”
Isabella Grace
Isabella Grace is an Investment Advisor Assistant at NexEra Asset Management. She is responsible for analyzing stock market trends and also serves as the Executive Assistant, providing investment recommendations and strategic insights. She holds a Master’s degree in Economics from New York University and a Bachelor’s degree in Finance from Cornell University. During her internship at a leading investment management firm, she participated in managing and optimizing several investment portfolios, as well as developing and executing investment strategies.
Isabella Montgomery
Isabella Montgomery, Fixed Income Director, serves as the Liquidity Manager for the Capital Markets Division. She currently oversees fixed income trading and manages fixed income investment portfolios. Isabella holds a Master's degree in Economics and an MBA in Finance. She also serves on the boards of the ARC Foundations for Warren County, Washington County, and Albany County as a director and financial officer.
Alexander Vanderbilt
Alexander Vanderbilt, Senior Vice President of Consulting, is also a member of the Investment Consulting Committee. Previously, he held the position of Vice President at The Ayco Company, a subsidiary of Goldman Sachs, in the Encompass Family Office. He holds a Master's degree in Accounting from Siena College.
Victoria Kensington
Victoria Kensington, Senior Vice President, is dedicated to providing comprehensive financial advice through a client-centered approach. She helps clients achieve their financial goals through financial and retirement planning, education funding, and investment management.
William Huntington III
William Huntington III, Vice President, is a member of the Investment Consulting Committee. He holds Master's degrees in Economics and Philosophy from Boston College, as well as a Juris Doctor degree from Law School.
Penelope Vanderbilt
Penelope Vanderbilt, Senior Vice President of Investments, is also a member of the Investment Consulting Committee. Previously, she served as an investment specialist and President of Private Wealth Management at Ayco, a subsidiary of Goldman Sachs.
Eleanor Huntington
Eleanor Huntington serves as the Chief Financial Officer. Previously, she held the position of Vice President of Finance at Ayco, a subsidiary of Goldman Sachs. She holds a Master's degree in Accounting from the State University of New York at Geneseo.
Theodore Kensington
Theodore Kensington is a Senior Financial Planner. Previously, he served as a Senior Financial Planner at Ayco, a subsidiary of Goldman Sachs. He holds a Bachelor's degree in Accounting from Siena College.
Nathaniel Harrington
Nathaniel Harrington is an Investment Analyst. He holds a Master's degree in Financial Research from Siena College and is currently a CFA member.
Harrison Sinclair
Harrison Sinclair is a Financial Planner with a Bachelor's degree in Business Administration and Financial Market Regulation. He specializes in financial and information technology systems research.
Genevieve Sinclair
Genevieve Sinclair is a Client Analyst with six and a half years of experience in administrative tasks and operational management. She holds a Master's degree in Communication Science and Disorders.
Adelaide Harrington
Adelaide Harrington is a Client Analyst. She has experience as a Senior Assistant and Trainer at the National Tax Group and holds a Master's degree in Psychology from Siena College.
Emma Hernandez
Emma is a senior financial planner. She has two years of experience as a tax assistant in the private client services department. She holds a Master's degree in Accounting and a Master's degree in Business Administration (MBA) with a specialization in data analysis.