James Traylor, CLU, ChFC, ChSNC
President
James is a seasoned financial professional with over 15 years of experience. He is a national speaker and regularly provides continuing education for legal, financial and tax professionals...
Read moreNicole VanGorder
Chief Operating Officer & VP of Client Relations
585-250-1323
nicole@riventpartners.com
As Chief Operating Officer & VP of Client Relations, Nicole oversees all day-to-day operations and new client engagements for Rivent Partners...
Read moreDavid Levy
Financial Planning Associate
585-250-1065
david@riventpartners.com
David is responsible for managing all investment related customer service needs and assists James Traylor with research and analysis. Prior to joining Rivent...
Read moreDeanna DiGuiseppe
Client Service Associate
585-250-1354
deanna@riventpartners.com
Deanna is a graduate of St. Bonaventure University with a Bachelor of Arts in Political Science. Prior to joining Rivent, Deanna worked in the legal field as a legal assistant...
Read moreMelanie Crump
Administrative Assistant
585-250-1456
melanie@riventpartners.com
Melanie assists in managing the day-to-day business at Rivent Partners. She spent over twenty years in the NYC metro area serving in various roles. Most recently, she served as an assistant to the Managing Partner of a local financial firm....
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