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Our People - The RJR Team
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Bob is focused on the design and development of the investment ideas of RJR Associates and their applicability to the financial portfolios of both institutions and individuals. He completed his PhD in finance at Syracuse University in 1989 and was awarded an MBA with distinction from Cornell's Johnson Graduate School of Management in 1971. Bob's professional experience includes over twenty years with NYSE and Fortune 500 companies in all facets of corporate finance. He has been a director of several corporate boards, including food processing, international trade, insurance and banking concerns. Bob has also served on the faculty of Syracuse University where he taught graduate and undergraduate courses in securities markets and corporate finance. Bob and his wife, Linda, enjoy spending time at their family retreat on Lake Champlain in Vermont, and he marvels at the insights on the human condition provided by John Prine and Henry David Thoreau.
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Ted is Executive Vice President of Business Development for RJR Associates where he oversees the development of new client relationships for the firm's institutional business. He has more than 50 years of banking experience in New York City and throughout the Central New York region. Ted, along with Bob Ryan, founder of RJR Associates, help boards and investment committees of foundations and institutions, as well as individuals, manage financial assets by developing reasonable expectations for return while better understanding risk and how it is measured. Ted holds a BS in business management and an MBA in finance from Long Island University. He and his wife, Sally, live in Fayetteville where they raised their three children T.J., Mark and Gemma. Ted has long been involved with the community's not-for-profit community and just completed 25 years of board service to Elmcrest Children's Center, and 25 years as a member of the Board of Regents of LeMoyne College.
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Doug is a Senior Portfolio Manager working with both individual and institutional clients. He has over a decade of experience in the financial services industry on Wall Street and, more recently, in Syracuse. He was with Wells Fargo Advisors in Syracuse, and prior to that, JP Morgan Securities and Ernst & Young, LLP in New York City. He is a Certified Public Accountant and a Level II candidate in the Chartered Financial Analyst program. Doug graduated with a Bachelors of Business Administration from the University of Notre Dame, where he also played Varsity Lacrosse. He grew up in Fayetteville and is a graduate of Fayetteville-Manlius High School. Doug organizes a volunteer group serving breakfast to individuals at the Rescue Mission and volunteers his time with The Salvation Army. Doug lives with his wife, Paige, and two children, Tyler and Mallory, in Fayetteville, NY, and typically smiles a bit brighter after a Notre Dame football win.
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Matthew is the Director of Portfolio Management at RJR Associates working with clients to achieve their investment goals, and also developing portfolio management systems for the firm. He most recently worked at Northwestern Mutual Financial Network where he had been involved in a number of capacities as a Financial Representative, Director of the Client Relations Center, Systems Integration Trainer and was also a Business Coach. Previously, Matthew served eight years in the U.S. Army with the 10th Mountain Division, Fort Drum, NY, from where he was deployed to Afghanistan, Djibouti (Africa), and twice to Iraq. He and his wife, Megan, have a son and daughter, Matix and Domenica, and live in Brewerton, NY. Matthew enjoys spending time with his family and reading about politics, business and people.
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Patti is responsible for client services of RJR Associates. She joined RJR with over 30 years business experience, the last 15 with specific responsibility for transfer agent and investor relations functions associated with the $500 million stock and debenture program of a large northeast farm cooperative. She is a graduate of Onondaga Community College with an AAS in Business Administration and successfully completed NASD Series 63 requirements to qualify as a securities state agent. Patti and her husband, Earle, enjoy relaxing and entertaining year round at their lake house in the Adirondack Mountains of New York, which has affectionately come to be known by friends and family as "The Hotel Edwards."
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Keri is responsible for client relationship services and administrative support for RJR Associate clients who are building their retirement portfolios. Over the past 12 years her professional experience has primarily focused on the successful development and management of complex client relationships in both the Florida housing and manufacturing markets. She is a graduate of Valencia College with an AAS in Business Administration and successfully completed the NASD Series 65 requirements to qualify as an Investment Advisor. Keri and her husband, Roarke, recently welcomed their first child, Jake. The Morrisons enjoy fishing on their boat with their two Jack Russell Terriers, Charlie and Sam.
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