Courier Capital Expands to Florida to Serve Growing East Coast Client Base

BUFFALO, N.Y., September 4, 2025 — Courier Capital, LLC (“Courier Capital”), an SEC-registered investment advisory (“RIA”) firm and affiliate of Five Star Bank, is pleased to announce the opening of a new office in Sarasota, Florida, to serve the firm’s growing client base.  

Located at 6901 Professional Parkway East in Sarasota, Courier Capital’s newest location allows the wealth management firm to better serve existing clients who spend time in Florida as well as build new relationships. 

“Establishing our Florida office is a key milestone in the strategic growth of our firm. As we expand our geographic footprint, our priority remains the same — to support the long-term wealth generation goals of our clients through research-driven independent guidance and the boutique, client-centric approach we are known and trusted for,” said James Iglewski, President of Courier Capital. “We believe this move allows us to serve a growing segment of our client base more effectively, while also opening the door to new relationships in one of the nation’s most dynamic retirement markets.”

The new office will be led by Executive Vice President of Wealth Management and Co-Chief Investment Officer Thomas J. Hanlon, CFA, CFP®, CEBS, and will house additional investment professionals offering the firm’s full suite of services, including customized wealth management and financial planning, investment advisory and consulting services for individuals and families, businesses, institutions, non-profits and retirement plans.

Courier Capital, a wholly-owned subsidiary of Financial Institutions, Inc. (Nasdaq: FISI), is one of the largest registered investment advisory firms in Western New York with assets under management of approximately $3.4 billion as of June 30, 2025 and a team of more than 25. Founded in 1967 in Buffalo, it also operates offices in Rochester, Jamestown and Pittsburgh in addition to its newest location in Sarasota. 

 

Courier Capital, LLC (“Courier”) is an SEC registered investment adviser located in Buffalo, NY, Rochester, NY, Jamestown, NY, Pittsburgh, PA and Sarasota FL. Courier and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Courier maintains clients. Registration does not imply a certain level of skill or training. Investing involves gains and losses and may not be suitable for all clients. Investment products and services are not FDIC Insured, are not a deposit or bank guaranteed, are not insured by any Federal governmental agency, and are subject to investment risks, including possible loss of the principal invested. For information about Courier, including its registration, fees and services, please contact Courier or refer to the Investment Advisor Public Disclosure Website (www.adviserinfo.sec.gov).