Meet the Team

Thomas J. Hanlon, CFA, CFP®, CEBS

Executive Vice-President and Chief Operating Officer

In addition to managing research activities, Tom is part of the Firm’s investment strategy group and is responsible for portfolio management. Tom's broad credentials add great technical expertise to our corporate 401(k) and individual financial planning services.

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William H. Gurney

Executive Vice-President

In addition to client portfolio management, Bill leads our fixed income research and strategy function, and provides fundamental research support to our economic and equity research process.

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Bruce Kaz

Executive Vice-President

Bruce directs Courier Capital’s economic, strategic, and equity research platforms. He also is senior member of the firm’s investment strategy group and manages investment programs for some of the firm’s largest clients.

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Steven A. Gattuso, CFA, CFP®, CMA

Senior Portfolio Manager & CIO

Steve joined Courier Capital in 2012 from his previous position at the Wilmington Trust division of M&T Bank where he managed portfolios for Trusts, Estates and High Net Worth Individuals.

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Michael Brace, CFA

Sr. Portfolio Manager

Michael joined Courier in 2016 as a Senior Portfolio Manager at Courier Capital. He has over 20 years of experience in the investment management and banking industries. He works with private clients, institutions and retirement plans.

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Randy M. Ordines

Executive Vice-President

Randy is responsible for the design & development of Courier’s consulting platform. Randy directs the Firm’s InvestView Consulting Services used by foundations, corporations, retirement plans and affluent families, nationwide.

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Jason Stronz

Jason is based in the company’s Jamestown office, and he graduated from Allegheny College with a bachelor’s degree in English and has an M.B.A. from Lake Erie College.

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James P. Julian

Executive Vice President

Jim was principal and executive vice president of Robshaw & Julian Associates, Inc.

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Check the background of this investment professional on FINRA's BrokerCheck.