Sydney Charleton

Financial Planner

Sydney works with Bruce Charleton, MBA, CLTC, CBEC, Courtenay Catalfamo, and Daniel Cusato. Sydney assists in preparing client review material and is instrumental in the fund analysis the team does to ensure the portfolios are well balanced and reflect ever-changing market conditions. Sydney’s analytical mind and eye for detail allows her to assist the team and ensure clients receive the highest quality of care.

After interning for several years during college, Sydney joined Bruce’s practice full time in 2023.  Sydney is a recent University at Buffalo graduate, with a bachelor’s degree in Business Administration and a master’s degree in Finance.

She lives in Victor, NY with her family.

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