Above all, Angelo finds satisfaction in helping others achieve their financial goals. He is an adjunct professor at his alma mater, SUNY University at Buffalo, where he teaches an undergraduate course, Introduction to Personal Finance.
ANGELO ADVISES CLIENTS ON:
Experience and credentials.
- Level II Candidate in the CFA® Program, CFA Institute
- Investment & Compliance Associate, Note Advisors, LLC
- Intern | Citi
- MS in Finance, Financial Risk Management concentration from SUNY University at Buffalo
- BS in Business Administration, Financial Analysis concentration from SUNY University at Buffalo
Personal interests.
Angelo is a member of Leadership Buffalo Rising Leaders Class of 2022 and looks forward to devoting his energy and experience to addressing the critical community issues presented throughout the program. In his personal time, Angelo enjoys golfing, cheering on the Buffalo Bills, spending time with his girlfriend Alie and West Highland Terrier named Coconut, and working on his customized car.
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