JeanMarie Hart is a Founding Partner and the Compliance & Operations Officer with Genesee Capital Advisors. She is the initial point of contact for all of the team’s compliance, operations and administration issues.
Mercedes Windhausen is an Operations Associate at Genesee Capital Advisors and has been with the firm since its inception. Her responsibilities include cashiering and internal operational tasks.
Michael Hearn is a Founding Partner and Investment Officer for Genesee Capital Advisors. Specializing in customized portfolios and behavioral finance, Mike has shaped his investment perspective over three decades of experience in the financial industry.
The company was founded in 2013 on a foundation of trust and transparency. It aims to help clients generate positive returns more efficiently and cost-effectively, with clients’ needs as a priority.
Genesee Capital Advisors is an independent firm founded to provide an advisory experience for clients. It seeks to understand clients’ financial outlook and develop long-term plans to address financial challenges.