LEE A. ALLBRIGHT, ChFC, PRESIDENT
Lee A. Allbright pioneered fee based investment services in Central New York. He has been in the financial services for over 33 years. He teaches asset management and financial planning in the State University of New York intern program and holds the designation of Chartered Financial Consultant. Lee is a member of the Financial Planning Association, Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors. Continuing career-related education and voluminous research allows Lee to interpret current economic and market conditions skillfully.
Thorough and innovative, Lee shows a seasoned understanding in meeting the needs of professionals, middle income and high net worth individuals.
Outstanding service and commitment to excellence have allowed Lee to maintain a solid client base while expanding his practice on the strengths of referrals from satisfied clients and other professionals. Through careful communication, Lee strives to understand each client`s financial goals and needs. He gives each client the personal attention necessary for a successful, enjoyable and positive investment experience. Professionalism, integrity and knowledge have earned Lee the respect and admiration of his clients and associates, as evidenced by his receipt of various awards and honors, including the National Quality Award.
Lee has written articles, conducted numerous seminars and is a frequent guest expert on financial talk shows. He lives in the Syracuse, New York area. Active in the community, Lee has been a volunteer with Syracuse Jail Ministry (a visitor advocacy group for imprisoned people) for the past eight years. Lee has two daughters and two granddaughters. He enjoys international travel, including recent trips to The People`s Republic of China and Costa Rica, and wilderness camping and kayaking in the Adirondack Mountains and Florida Everglades.
JULIE R. MARENGO, PRACTICE MANAGER
In May 1992 I joined the team at Allbright Asset Management, Inc. Since that time I`ve enjoyed helping to meet the firm`s goals of providing superior asset management while offering unparalleled customer service.
My title at AAMI is Practice Manager which encompasses a wide range of duties. I am responsible for processing and preparing client transactions and for the preparation of client reports. Acting as our computer network`s systems administrator, I install and update our computer software and work with computer support firms as needed. In managing the office, I supervise office personnel including administrative assistants and interns. We work together to maintain the firm`s high standards in financial planning, asset management and client service. I`m also responsible for the day-to-day office accounting.
My hometown is Pittsburgh, Pennsylvania. In 1981, I entered Penn State University where I studied for two years then transferred to Oklahoma State University for a year and a half. I graduated from OSU with a degree in accounting in December of 1984. After graduation I returned to Pittsburgh and worked at Carnegie Mellon University for two years. When my husband was transferred, we moved to Rochester, New York. While living there I managed a word processing firm for three years. In 1991 another transfer brought us to Syracuse where I was lucky enough to be introduced to Lee Allbright by my son`s kindergarten teacher, Lee`s daughter. I originally joined the firm as a part-time employee. Since then my duties and responsibilities have grown to my present position of Practice Manager. I`ve also been able to expand my knowledge of the financial services field by completing the coursework required for the Certified Financial Planner designation.
I`ve been married since 1984 and have two wonderful children. A 16 year old son and an 8 year old daughter. In addition to spending time with my family, I enjoy reading and crafting. Preparations for the many holiday craft shows begin during the summer and keep me busy through the end of the year.
When you call Allbright Asset Management, Inc. with questions or for information, I may be the person you`ll be speaking with -- I look forward to talking with you!