Management and Client Service Team


As President of Alesco Advisors, Jim is responsible for managing the firm, business development, and client service. Prior to founding Alesco Advisors, Jim was President of Clover Capital Management, Inc., a Rochester, NY-based investment advisor with more than $2 billion under management. He is a graduate of St. Bonaventure University, holds a Master’s degree in Accounting from Rochester Institute of Technology, and is a Certified Public Accountant.


Chief Investment Officer
As Alesco Advisors’ Chief Investment Officer, Todd sets the overall investment policy for the firm. In addition, he is a member of the Standard & Poor's U.S. Index Advisory Panel. (The S&P U.S. Index Advisory Panel is comprised of approximately 20-25 experienced professionals from pension funds, consultants, asset managers, brokerage firms and exchanges who are involved with indices as fund managers, researchers, traders, or product creators. These professionals form an advisory group for S&P regarding maintenance of existing indices and future index developments.) Prior to joining Alesco, Todd was Senior Vice President of the HSBC Private Bank and was directly responsible for the bank’s Upstate New York Investment Management business. He was a member of the HSBC Investment Policy Committee. Before joining HSBC in 1999, Todd was a Senior Portfolio Manager with Wilmington Trust Company, Wilmington, Delaware, where he personally managed $2 billion in client assets. He is a graduate of Binghamton University with a Bachelor’s degree in Economics and Finance. Todd is a CFA Charterholder.


Executive Vice President
Fritz directs Alesco’s client service and business development efforts, and brings 13 years of investment and client service experience to the firm. Prior to joining Alesco, he was Vice President - Client Relationship Manager at Clover Capital Management, a Rochester-based investment advisor, where he was responsible for over $500 million in assets under management for both individual and institutional clients. Fritz also worked at Bausch & Lomb for seven years and held various marketing positions, including Director of Marketing for the company’s General Eye Care product line. He earned a Bachelor’s degree in Economics from Hamilton College and a Master’s of Business Administration from the Tuck School of Business at Dartmouth.


Steve is responsible for Alesco’s client relations and new business development. Prior to joining Alesco, Steve was Vice President of the Al Sigl Center. He began as CFO and then created and implemented a shared services operation for the nine partner agencies at the Center - a large, not-for-profit agency in Rochester - realizing significant cost savings. Steve previously worked at JP Morgan Chase for 17 years, holding executive positions in investment banking, not-for-profit marketing, corporate finance, and treasury. Steve is a graduate of Kenyon College with a concentration in Economics and holds a Master’s of Business Administration with a concentration in Finance from Rochester Institute of Technology.


Tim is responsible for Alesco’s client relations and new business development. Previously, Tim spent more than a decade as a financial journalist, most recently at CNBC, where he was an on-air reporter covering the financial markets and investing. Tim also worked for the global index company, FTSE Group, helping expand the use of FTSE index products among institutional asset managers. Tim is a graduate of DePauw University and holds a Master’s degree in Broadcast Journalism from Boston University.


David is responsible for Alesco's client relations and new business development. He has over 35 years in the investment advisory industry. David founded Elias Asset Management, Inc. in 1981 and was its CEO and Chief Investment Officer through 2005. His firm was nationally recognized as a manager of assets for individuals, corporate pension and profit sharing plans, and foundations. He currently serves on the Dean's International Council at The Harris School of Public Policy at the University of Chicago, as well as the Buck Research Institute in San Francisco, California. David also serves on the Investment Advisory Board of Directors of the Alliance Foundation at the Roswell Park Cancer Institute. David fomerly served on the Dean's Council at the John F. Kennedy School of Government at Harvard University. 


Human Resources Manager
Susan is responsible for human resource policy and procedure development, payroll, compensation and benefits administration. Prior to joining the firm, Susan spent 13 years at HSBC in Commercial Real Estate and Residential Mortgages. She graduated from Nazareth College with a degree in Business Administration.