Our Team

Jim joined the Courier Capital team following a long and successful career in private banking with several large U.S. banks. He holds a BA from SUNY Buffalo State University and an MBA from Canisius College. Jim brings a wealth of knowledge and expertise to his role. Prior to joining Courier Capital, Jim was a Managing Director at U.S. Trust/Bank of America in New York City and headed up the Institutional Portfolio Management team for Bank of America in the Northeastern U.S. In this role he helped develop and implement investment policy for some of the largest non-profit institutions in the country while leading a team of portfolio strategists in delivering the investment strategy of the firm. He served as the Bank’s Proxy Committee Chair voting on shareholder issues on behalf of clients and was a member of the Chief Investment Office leadership team.

In addition to his proven experience, Jim has served on the boards of numerous Western New York non-profits, including the BPO, Buffalo Renaissance Foundation, Hilbert College Board of Trustees, Gerard Place, and the Buffalo Olmsted Parks Conservancy, among others. He understands the challenges facing foundation and endowment investment committees and is passionate about helping non-profits reach their investment goals and helping them to mission success.

Bill is a valued member of the Courier Capital team, overseeing client portfolios and leading our fixed income research and strategy function. He provides fundamental research support to our economic and equity research process. He holds a degree from St. Lawrence University, where he studied finance and economics. He spent almost 20 years’ managing corporate portfolios, municipal bond and futures portfolios, and brokerage business at organizations nationwide before calling Western New York and Courier Capital home. Bill is currently a director of an international investment company and is an active board member of several area foundations.

Jason is the Senior Managing Director and Director of Institutional Services out of our Jamestown office. He holds a bachelor’s degree in English from Allegheny College and an MBA from Lake Erie College. Prior to joining the team over ten years ago, Jason served as the Executive Director for the Jamestown Renaissance Corporation. He is an active member of his community- having served on numerous non-profit boards and committees, including the Community Learning Council Board of Trustees and the Center City Development Corporation Board of Directors. Jason also volunteers his time and service to support local organizations like Junior Achievement of Western New York, the United Way of Southern Chautauqua County and others.

Heather currently serves as the organization’s Senior Director of Operations at Courier Capital. She is responsible for overseeing the firm’s administrative and operations areas across all Courier Capital locations. Prior to joining the team, she worked for over a decade in various client-facing roles. Heather has obtained her NASD licenses Series 6 and 63 licenses, as well as Life, Accident and Health Insurance licenses. She is a valued member of the Leadership Team, supporting staff and clients alike.