Wendy M. SydeskiSenior Vice President - Investment Officer
Wendy Sydeski has more than 32 years of combined experience in the banking and brokerage industries, which she uses to provide personalized service and detailed investment planning for affluent investors. Wendy is committed to a disciplined investment management approach. Her areas of focus include comprehensive investment management, portfolio constructions and analysis, asset allocation, cash flow planning, retirement and education planning, and risk assessment and management.
Wendy began her career at what is now JP Morgan Chase & Co in 1986 after studying Mathematics at Brockport State University. At JPMorgan, she earned her FINRA General (Series 7) and Municipal (Series 52) Securities Representatives registrations, Insurance licenses as well as her Uniform Securities Agent(Series 63) and Investment Adviser(Series 65) registrations. Wendy continued to study Portfolio Management and Modern Portfolio Theory through Professional Studies offered at Chase. Wendy joined RBC Dain Rauscher as a Vice-President-Financial Consultant in 2001, during which time she was also a member of the Association of Women Financial Consultants.
Wendy is a native of the Rochester area, and currently resides in Brockport, NY with her husband Tom. They have two adult children, Cassie and Thomas. She has served as a volunteer to Flower City Habitat for Humanity where she also was a Finance Committee Member.