Certified Investment Management Analyst, Wharton SchoolCertified Public Accountant, New York StateCertified Financial Planner ®Canisius College, B.S. Accounting
Brian is a Director and shareholder at Linwood Investment Advisors where he provides investment consulting to high-net worth clients and Retirement Plans. He is a member of the Investment Committee, which is responsible for driving the execution of its investment strategy for its wealth management and investment clients. Brian also functions as the Firm’s compliance officer. Prior to joining Linwood, Brian worked at Ernst & Young where he performed tax consulting, research, and advisory services in several areas including investments, high-net worth tax planning, retirement and estate planning. Subsequent to that, Brian was a Partner at Sanderson & Company and also a senior investment consultant at Courier Capital.
A graduate of Canisius College, with a B.S. in Accounting, Brian is a Certified Public Accountant, a Certified Investment Management Analyst, and a Certified Financial Planner. Brian's hobbies include the arts and sports. Brian, his wife, and his son live in Buffalo, NY.
Brian can be contacted at 716-631-6771.
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. He lives in Buffalo, New York with his wife and four children.
Joe can be contacted at 716-632-0606 x19.
Connor is a Private Wealth Advisor for Linwood Investment Advisors. Connor previously worked at M&T Bank, and is a graduate of their Management Development Program. Prior to M&T, Connor graduated from Canisius College with a B.S. in Economics, Finance, Business Management, and a B.A. in Psychology. During his time at Canisius, Connor was an Equity Analyst in Canisius’ student-run investment fund, the Golden Griffin Fund, and a member of the CFA Research Team. Connor now serves on the Advisory Council for Canisius’ Wehle School of Business and as a member of the Board of Directors for Canisius’ Alumni Association.
Connor has previously worked for Citigroup, 43North, and the Institute for Autism Research. He also co-founded a not-for-profit 501c (3) corporation, International Microloans of Buffalo. Outside of work, Connor is a cantor for multiple parishes across the Diocese of Buffalo. He is currently pursuing his CFP and CIMA designations. Connor lives in Buffalo, NY.
Connor can be contacted at firstname.lastname@example.org or at 716-400-0428.
Laurie Warner has been with Linwood since 2012. After spending many years in administration, project management and human resources and working in the investment, banking, advertising, telecom and health insurance industries she works for Linwood. With experiences from Rand Capital, Blue Cross Blue Shield, Fiserv and Cellular One she assists the Linwood team in a variety of projects and daily client needs. She resides in East Aurora with her husband and three children.
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.