PROFESSIONAL PROFILE
Our goals: Understand your core values, Listen to your needs, Articulate your aspirations.
Woodring, Ponticello and Associates specializes in delivering a private banking experience to entrepreneurs, corporate executives, professionals, and their families. Having access to a vast amount of resources allows us to create highly personalized solutions to the complex issues and challenges which often face our clients. Our process encompasses four distinct components: Lifestyle/Cash Flow Planning, Estate/Legacy Coordination, Financial/Liability Management, and Risk Management/Tax Awareness.
We welcome the opportunity for a private briefing.
About the team:
Lee S. Woodring is a Senior Vice President and Wealth Management Advisor at the Pittsford, NY Merrill Lynch office. Lee earned the Certified Investment Manager AnalystSM (CIMA®) designation from the Wharton School in 2004 and is also a Chartered Private Wealth AdvisorSM (CPWASM). In 2008, Lee completed a certificate program at the Johnson School of Business at Cornell. Prior to joining Merrill Lynch in 1996, he graduated with a Bachelor of Science degree from the John Wiley Jones Business School at the State University of New York at Geneseo.
Lee is philanthropically involved in the Rochester community where he resides with his wife Hilary, son Ben, and daughter Olivia.
Angelo J. Ponticello is a Vice President and Financial Advisor at the Pittsford, NY Merrill Lynch office. Angelo earned the CFM and Chartered Retirement Planning CounselorSM (CRPC®) designations from the College of Financial Planning and has completed a certificate program at the Johnson School of Business at Cornell. He holds an undergraduate degree from the University of Rochester as well as an M.B.A. from the William E. Simon Graduate School of Business Administration at the University of Rochester.
Angelo lives in the Rochester community with his wife Lisa, daughter Isabella, and son Alexander. He is actively involved in the Rotary Club (past President), UNYFEAT (Upstate NY Families for Effective Autism Treatment), Genesee Valley Club Membership Committee, and the University of Rochester Alumni Council.
Mary Jo Otto is a Registered Client Associate and has been with the team since 2004. Mary Jo’s primary duty is to coordinate all operational and administrative matters for the group. She holds a Bachelor of Arts degree in Political Science from Boston College.
Amy L. Singer is a Client Associate and is the primary point of contact for client service needs at Woodring, Ponticello and Associates. She holds an Associate Degree in Accounting from Alfred State College.
Robert J. LeRoy is a Client Associate and a graduate of the Wiley Jones School of Business at the State University of New York at Geneseo. He holds a Bachelor of Science degree in Business Administration.