Gallagher Insurance, Risk Management & Consulting

At Gallagher, we're more than just a global insurance broker—we're your partner in navigating the world of risk management and consulting services. Since 1927, we've been providing commercial insurance solutions that empower businesses of all sizes to tackle challenges head-on. With a presence in over 130 countries, our team of industry experts are all guided by our client-first philosophy, The Gallagher Way. Whether you're looking for property and casualty insurance, employee benefits consulting, or enterprise risk solutions, Gallagher helps you face your future with confidence.

Lipe & Dalton is a Syracuse-based investment firm founded by two highly qualified professionals who hold the esteemed Chartered Financial Analyst (CFA) designation, demonstrating their expertise and commitment to ethical standards. With a focus solely on managing clients' money, they offer separately managed portfolios that provide greater control and potential tax efficiency, resulting in above-average returns with reduced risk. Operating with complete transparency and accountability, Lipe & Dalton safeguards investments while utilizing state-of-the-art technology to monitor and optimize portfolios. Co-founder Willard C. Lipe, III, brings extensive experience as a Senior Portfolio Manager for HSBC Bank USA, managing assets exceeding $250 million, while Patrick M. Dalton, also a co-founder, has a background in Electrical Engineering and holds an MBA from Syracuse University. Together, their dedication to research, risk management, and non-traditional investment approaches has consistently delivered outstanding results for their clients.Generated from the website

Disciplined Capital Management is an independent registered investment advisor based in Syracuse, NY, with nearly $500 million in assets under management. With a team that brings together extensive experience from corporate, financial, academic, and not-for-profit circles, the firm applies a disciplined, proven, and responsible investment philosophy to serve the unique needs of institutions, foundations, and endowments. Their investment approach is grounded in academic research, focusing on capital markets' long-term performance, risk allocation among asset classes, and constructing portfolios with specific expected return-risk characteristics at the lowest cost. Led by Robert J. Ryan, Ph.D., who has over twenty years of experience in corporate finance and academia, the team at Disciplined Capital Management is committed to designing and developing investment ideas that align with their clients' financial portfolios. Craig Buckhout, with a background in corporate finance, applies institutional investment principles to help clients achieve their goals, regardless of the size of their portfolio. Adam Gagas, with expertise in fundamental investment research and asset management, brings over 15 years of experience in analyzing companies across various market sectors and industries. Sharon Craig, the Director of Client Relations and Chief Compliance Officer, joined the firm with over thirty years of banking experience, ensuring strong client relationships and compliance with regulations. Generated from the website