The AAII Rochester Chapter

» Upcoming Chapter Meetings:
There are no upcoming meetings posted at this time.

» Past Chapter Meetings:

Tuesday, January 26, 2016
"Robo-Investing: Does it Compute?"
Mark Armbruster, CFA, President, Armbruster Capital Management, Inc.
Thursday, October 8, 2015
"Stock Selection, The Schwab Way"
Steve Greiner, Ph.D., Senior Vice President, Schwab Equity Ratings Department
Thursday, June 11, 2015
"Making a Connection Between Private Equity and Finger Lakes Talent"
Robert J. Duffy, President and CEO, Rochester Business Alliance, Inc.
Wednesday, January 28, 2015
"Global Investing in a Disruptive Environment"
Gregory Woodard, Portfolio Strategist, Senior Analyst, Manning & Napier
Monday, September 22, 2014
"How Management Fleeces Investors, and How to Catch Them Before Your Stocks Tank"
Tom Jacobs, Investment Adviser and Portfolio Manager, Echelon Investment Management
Thursday, June 12, 2014
"A Balanced Approach to Investing"
Ed Shill, CFA, Principal and Chief Investment Officer, QCI Asset Management, Inc.

Financial Planning 
Diep Chu 
Meetings are held at the Penfield Library, 1985 Baird Road.
Frank Nolan 
Next meetings: 
Monday, January 4 and 
Wednesday, February 17
Meetings are held from 7:00–8:30 p.m. at the Sargent Meeting Room of the Liverpool Public Library.
The Breakfast Discussion Group
Jeff Fraser 
Meets monthly, usually the last Monday of the month, 8:30 a.m. at Cornerstone Restaurant, 2130 Fairport Nine Mile Point Rd., Fairport, NY. 585/598-3847