Investment Team

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.

Nick is a co-founder of HNP with more than 21 years of professional experience in the financial services arena. Nick is an independent Certified Financial Planner (CFP®) who has been working closely with families and individuals to formulate, implement, monitor and update their comprehensive financial plans. In this role, he creates custom-designed strategic programs that address issues in the areas of wealth management, retirement, income distribution and estate planning. Nick is highly-skilled at formulating financial plans for high-net-worth families, individuals and business owners. He also serves on the firm's investment management committee.

Over the course of his career, Nick has provided expert witness testimony on fiduciary responsibility, fundamentals of diversification and asset management for specific client objectives.

Nick holds a bachelor’s degree in Business Economics from the State University of New York at Oneonta. He is also a Certified Financial Planner™ (CFP®) licensee. Nick is a member of the prestigious George Eastman Circle and serves on the Seneca Waterways Council of the Boy Scouts of America for its Annual Sporting Clays.

Tom has been at the Senior Executive level with over 30 years of experience in financial services. He has a successful track record with management and supervision of multiple investment programs for his clients. He is a 1985 graduate of The College of Wooster and a 2005 graduate with a CWA from the Estate and Wealth Strategies Institute at Michigan State University.

His primary focus has been and will continue to be with high net worth clients in the Pittsburgh region as well as Western Pennsylvania and Western New York. He will have the opportunity to work independently or as part of the Courier Capital investment management team. Tom will be offering a solutions based approach that will be customized to each clients specific needs. He has a broad background in financial services having served in various roles with life, property and casualty insurance sales before moving into investment management. In 1993, Tom began his career in investment management with Morgan Stanley followed by Merrill Lynch and PNC.

Tom resides in Pittsburgh with his wife Tracey and they have two sons Blake and Spencer. He currently serves on the Executive Committee of the Western Pennsylvania Golf Association and as a Director of Win-Sum Ski Corporation (Holiday Valley Resort and Conference Center). He previously served on the Major Individual Gifts committee of The Carnegie Museums of Pittsburgh. Tom enjoys golf, skiing, travel and volunteering where he has supported the First Tee of Pittsburgh and has had various leadership roles with the PGA Tour and USGA.