Client Service Team

Karen has been a member of the Courier Capital team for more than fifteen years, where she currently holds the position of Relationship Manager. With a wealth of experience totaling over 20 years, she has previously held roles at HSBC Brokerage and Morgan Stanley. Karen holds a bachelor’s degree in finance from St. Bonaventure University and an MBA with a concentration in financial services from Canisius College. As a dedicated financial professional, Karen provides exceptional service and support to her clients.

Jean has been a proud member of the Courier Capital Team for almost 25 years, with an additional 12 years of prior experience in the financial industry working at local Western New York institutions. She currently serves as a Relationship Manager on the Client Services Team and has earned the professional designation of Certified Financial Planner (CFP) during her career. Outside of work, Jean serves on the Board of the Pet Emergency Fund and volunteers at Oishei Children’s Hospital. As an experienced financial professional, Jean provides tremendous service and support for clients.

Nora is a Relationship Manager with almost 30 years of service with the Courier Capital team. She holds a BS in business administration management from SUNY Fredonia. She started as a Financial Analyst at Alltel Corporation but made a career supporting clients of Courier Capital. 

Kathy has been a member of the Courier Capital team for almost 20 years, currently serving as a Senior Account Administrator. She contributes to the high-quality and responsive service our clients have come to rely on throughout the years. She holds a BS in elementary education from SUNY Fredonia and an associate’s degree in liberal arts with a minor in mathematics from Jamestown Community College. Kathy also is a State of New York Notary Public. A proud member of her community, Kathy has also served as the President of the Jamestown High School Football Boosters Club and Treasurer of Fletcher School PTA in the past.

Christine has been a member of our team for over 25 years, joining when it was formerly known as Robshaw & Julian. She currently serves as Senior Account Administrator on the Client Service Team. Christine earned a BA in economics from SUNY Buffalo. Her commitment to her clients has contributed to the high-quality service that is the foundation of Courier Capital.

Pam joined the firm when the teams of Courier Capital and HNP Capital merged and serves clients in our Rochester market. She has over 15 years of experience in the industry where she was responsible for client operations at firms such as Morgan Stanley. She holds a degree in business management from the Pennsylvania College of Technology. Her attention to detail and people skills makes her an asset to our operational team.

Kevin is a valued member of the Courier Capital team, joining the team after graduation from SUNY Buffalo with a BS in business administration and a concentration in finance. As an Account Administrator, he takes pride in supporting the advisors on staff and addressing clients’ needs.

Meghan serves as an Account Administrator for Courier Capital’s Rochester Office. She holds a BS in business administration with a concentration in finance from SUNY Fredonia and her MBA from St. John Fisher University. She supports the team’s day-to-day operations and upholds the firm’s commitment to providing quality service to our clients.