Investment Team

Founder of Robshaw & Julian Associates, Inc. Stephen has established one of the original Western New York investment advisory firms. Courier Capital acquired Robshaw & Julian in 2017, strengthening its Western New York presence and gaining experienced members for the team. He has experience developing investment strategies for high-net-wort clients, institutions, foundations, and employee benefit plans. He also held the position of Director of Research and applied industry research to the firm’s investment direction. He earned a BA in History from the College of the Holy Cross and an MBA from SUNY Buffalo State University. Steve began his career as a security analyst and has spent much of his career serving on investment committees and teaching economics at the University of Buffalo and Millard Fillmore College. He is an SEC registered Investment Adviser, a member of the CFA Society of Buffalo and the CFA Institute and an adviser to the University of Buffalo investment committee as well as to the Sisters of Saint Francis.

A co-founder of HNP Capital, which merged with Courier Capital, Nick holds more than 20 years of professional experience in the financial services arena. He 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. Using custom-designed strategic programs to address concerns in the areas of wealth management, retirement, income distribution and estate planning, Nick’s skills have resulted in unique financial plans for countless families, individuals and business owners. He also serves on the firm's investment management committee.

Nick holds a bachelor’s degree in business economics from SUNY Oneonta. Beyond his role with Courier Capital, he 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 served as a Senior Portfolio Adviser with HNP Capital at their Pittsburgh office for several years, joining Courier Capital with the two firms merging in 2023. He holds more than 30 years of investment advisory experience where he specializes in supporting estate planning and insurance for high-net-worth client relationships. Tom earned his bachelor’s degree in economics and history from the College of Wooster and furthered his professional development by obtaining the designation of Chartered Wealth Adviser (CWA) through Michigan State University – The Estate and Wealth Strategies Institute.

Steve serves as a Senior Portfolio Adviser at Courier Capital, joining the team following the recent merger with HNP Capital. Before joining HNP Capital, Steve spent a decade as a Licensed Registered Representative. Holding a bachelor’s degree in economics from the University of Michigan – Ann Arbor, his education and experience have lent itself to helping his clients achieve their unique financial goals.

Ryan has recently joined the Courier Capital team, bringing with him experience in the banking industry as one of the top Loan Officers of a local bank. He currently serves as a Portfolio Manager. Ryan holds a bachelor’s degree in business with a concentration in finance from SUNY Fredonia.

With over 20 years in the financial industry, David has been part of the Courier Capital team for over a decade, currently serving as a Senior Portfolio Adviser. In the first ten years of his professional career, he specialized in estate and financial planning for an independent firm. Today he brings his experience to support the clients of Courier Capital with extensive experience in trusts, wills and the nuanced aspects of nursing home planning. David holds a BS in environmental science from SUNY Brockport.

Alex serves as a Research Analyst & Trader, keeping a pulse on top holding and model equities. She also organizes the team’s weekly Investment Committee meetings where stock holdings and asset classes are discussed and supports the research of new investment ideas. Alex has been part of the Courier Capital team for over five years, joining the team after graduation from Canisius College with a BS in finance. During her studies, she participated in the CFA Research Institute Challenge where she and her team won the America’s Regional competition and were among the five global finalists. Today, Alex also serves as Treasurer of her condo’s Homeowner’s Association Board.

Ryan joined the team as a Research Intern and has become a Research Analyst & Trader since then. Previously, Ryan served as the Chief Investment Officer for a student run endowment program valued at approximately $700,000.00 with a large-cap domestic equity mandate. Ryan holds a BS in business administration from SUNY Buffalo, a BA in economics and an MS in finance. He chose to start his career at Courier Capital and is actively pursuing licensing through the CFA Program.