Stephen R. Robshaw
Steve was the founder of Robshaw & Julian Associates, Inc. which recently joined Courier Capital LLC. Prior to establishing one of the original WNY investment advisory firms, Steve was the Chief Investment Officer and Vice President in charge of M&T Bank’s Investment Department. He was responsible for developing the firm’s investment strategies for high net worth clients, institutions, foundations, and employee benefit plans. He was also Director of Research tasked with specific industry research applied to the investment direction of the firm and its clients. Steve was in charge of client communication and portfolio performance tracking. Steve began his career as a security analyst for H.C. Wainwright & Co. Inc and has spent much of his career serving on investment committees and teaching economics at the University of Buffalo and Millard Fillmore College.
Steve graduated from the College of the Holy Cross with a B.A. in History and earned his M.B.A. in Business from the State University of New York at Buffalo. He is an SEC registered Investment Advisor, a member of the CFA Society of Buffalo and the CFA Institute and an advisor to the University of Buffalo investment committee as well as to the Sisters of Saint Francis.