John Gullo has been named Chief Investment Officer

 

Sanderson Wealth Management, LLC Announces Executive Promotion

John Gullo has been named Chief Investment Officer

 

Sanderson Wealth Management, LLC, a Buffalo-based Registered Investment Adviser firm, today announced the promotion of John Gullo to chief investment officer (CIO).

In his new role, Gullo will oversee all aspects of the research process including developing and maintaining asset allocation strategy, conducting due diligence on new investments and performing market analysis and commentary. In addition, in his role as chief operating officer (COO), he’ll continue to remain responsible for supervision and oversight of day-to-day operations and will be directly involved with clients as a wealth manager.

“John’s been a trusted member of the team for nearly 10 years now, and he’s proven to be an exceptional leader,” said John R. Sanderson, president and CEO.  “It’s with great pleasure that we recognize John’s expertise and we look forward to his continued contributions to our success.”

Prior to joining Sanderson Wealth Management in 2007, Gullo worked at M&T Bank where he was responsible for asset management of trust and investment accounts in New York, Pennsylvania, and Maryland. Prior to that, he worked for Union Bank of Switzerland (UBS) and The Horizon Group Independent Financial Services, Inc.

Gullo has earned the designations of Chartered Financial Analyst, Certified Financial Planner, and Certified Investment Management Analyst. He graduated from Canisius College with a Master of Business Administration and obtained his bachelor’s degree from the State University of New York at Geneseo. He resides in Hamburg.

 

About Sanderson Wealth Management, LLC

Sanderson Wealth Management is a Registered Investment Adviser and CPA firm located in Buffalo, NY.  Sanderson Wealth Management, LLC was established in 2001 by John Sanderson and in 2014 was ranked 30th in the Inaugural Top 100 Fee-Only Wealth Management Firms by CNBC Digital in the U.S.*

*For a description of the methodology used for this ranking please see http://www.cnbc.com/top-100-fee-only-wealth-management-firms/#bottom.
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