This Week
  • The number of temporary help employees locally has grown since the recession.

  • Kelby Russell wants you to know: Local wines are among the world's finest.

  • Siblings Bradley Calkins and Katherine Lindahl are co-CEOs of Rochester Midland.

  • Employee cross-training has become essential for organizations to run smoothly.

  • P3 Systems Inc. sells and services new and refurbished networking equipment.

  • Challenges mount for area companies that do business in Russia.

Van Dusen, Fischer rank among top advisers

Rochester Business Journal
March 6, 2014

Wealth management advisers Lori Van Dusen of Pittsford and Marc Fischer of Irondequoit are among Barron’s top 1,200 financial advisers state-by-state for 2014.

Van Dusen, owner and principal of LVW Advisors LLC in Pittsford, ranks 42nd among New York advisers. Fischer ranks 68th. The state-by-state rankings were released Feb. 24.

Van Dusen manages assets of $3.1 billion, with typical accounts of $50 million from clients with a typical net worth of $75 million, data compiled by Barron’s shows.

Fischer oversees assets of $4 billion, with typical accounts of $35 million from clients with a typical net worth of $35 million, Barron’s states. He was 74th on the 2013 list.

Fischer is executive director of the Fischer Consulting Group at Linden Oaks. The group is part of Graystone Consulting, the institutional consulting business of Morgan Stanley Smith Barney LLC.

(c) 2014 Rochester Business Journal. To obtain permission to reprint this article, call 585-546-8303 or email service@rbj.net.


What You're Saying 

There are no comments yet. Be the first to add yours!

Post Your Own Comment

 
Username:
Password:

Not registered? Sign up now!
 

To Do   Text Size
Post CommentPost A Comment eMail Size1
View CommentsView All Comments PrintPrint Size2
ReprintsReprints Size3
  • E-mailed
  • Commented
  • Viewed
RBJ   Google