Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Joseph P. Feeley CPA
Joseph P. Feeley, CPA founded Linwood in 1995. Joe manages all of the long-only equity accounts of the firm and is on the investment committee. Mr. Feeley graduated in 1983 from the State University of New York at Buffalo with a Bachelor of Science degree in Finance and Accounting. From 1983 to 1989, was a CPA with Price Waterhouse, an international professional services firm. In 1989, he formed Feeley & Bonaventura, CPA’s, with Anthony Bonaventura, CPA. In 1991, the firm added Thomas Hyzy, CPA as a partner and formed Feeley, Bonaventura & Hyzy, CPA’s, P.C. In 1995, Linwood Investment Advisors, Inc., a registered investment advisory firm was formed for the purpose of providing investment advisory services. In 2021, Feeley, Bonaventura & Hyzy, CPA’s, P.C. merged with Tronconi Segarra & Associates, LLP. He lives in Buffalo, New York with his wife and four children.
Joe can be contacted at 716-572-4790.
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Tracy Deleo
Tracy Wiechec Deleo is Linwood’s 401k/pension coordinator. Tracy has 22 years of experience assisting Linwood clients with 401k/pension trades, loans, distributions and other required administration. She prepares all quarterly reporting for our pension and 401k plans and produces our annual 404(a)5 and the 408(b)2 disclosures annually.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.