James C. Burns, CFA

James C. Burns, CFA, President, Chief Investment Officer As President, Jim is involved in all aspects of the business, specifically in company analysis as well as industry and economic research. He is a CFA charterholder and has over 30 years of senior level investment management experience. Jim writes a monthly column in the Post Standard Moneywise Edition and has been cited in many

Edward A. Grassi, MBA

Edward A. Grassi, MBA, VP, Senior Portfolio Manager Prior to joining J.W. Burns & Company as an investment portfolio manager, Ed worked as an accountant for SUNY Health Science Center and as a Client Services Representative with Primus Financial Services. Ed has over 26 years’ experience in the financial and accounting industry. Ed received his Bachelor of Science Degree in Accounting from the

Andrew Derrenbacker, CFA, CFP®

Andrew Derrenbacker headshot Drew joined J.W. Burns in 2018 and became a partner in 2024. He is a CFA Charterholder, a CERTIFIED FINANCIAL PLANNER,® and earned his Bachelors from Colgate University where he studied political science and economics. Drew helps oversee the day-to-day operations of the firm and focuses on investment portfolio management, financial planning, and business development.

Peter Bunitsky

Peter Bunitsky, Senior Portfolio Manager, Analyst Prior to joining J.W. Burns & Company as a portfolio manager in Syracuse, Peter was a Trust Operations Officer and Manager at the Bank of California in San Francisco. He has over 35 years of management, research, and client service experience in the investment and accounting fields. Peter graduated Cum Laude and Phi Beta Kappa

Thaddeus Malley, CFP®

Thaddeus Malley, Research Analyst Thad is a CERTIFIED FINANCIAL PLANNER® and portfolio manager. Prior to joining J.W. Burns & Company, Thad traded commodity future contracts as an arbitrage trader, dealing in various exchanges and products. He received his Master of Arts in Economics from the State University of New York at Buffalo and stayed on to further study finance,

Kellie S. Wheeler

Kellie S. Wheeler, Director of Operations Kellie has over 25 years of Human Resource and Pension Benefit experience. She began working at Agway, Inc. in word processing and quickly moved her career into the Personnel Dept. From there she went to work for Blasland, Bouck & Lee as Director of Human Resources. She last worked 17 years at Dermody, Burke &

Carole Suarez

Carole brings over 30 years of knowledge and experience as a former legal assistant where she worked in the areas of family law, real estate transactions, and litigation. At J.W. Burns & Company, Carole plays an integral role in the firm’s operations and is available to assist our clients with their administrative questions in a