Community Involvement Across the Rochester Region
Our commitment to the Rochester region runs past the office door.
We plan for families in the same communities we live in.
Community
Where You Will Find Us Giving Back
We plan for families in the same communities we live in, so the work that matters to us here does not stop at financial planning. Our advisors turn out for local causes, sponsor teams and tournaments, and serve on boards and committees across the Rochester region.
What follows is some of what that looks like.
Alzheimer’s Association
The Walk to End Alzheimer’s
Sean and Matt joined hundreds of Rochester residents at the 2025 Walk to End Alzheimer’s. The walk helped raise over $300,000 to support families and advance research in the fight against Alzheimer’s disease.
It was inspiring to see what our community can accomplish when we come together for a cause that matters.
“I got involved with the Alzheimer’s Walk because, like so many people, I’ve seen firsthand the impact Alzheimer’s and dementia can have not only on the person going through it, but on their entire family. Being part of the Walk is a way to support those families, raise awareness, and help contribute to the work being done toward better treatment and ultimately a cure. It means a lot to be involved in something that touches so many people in our community.”Sean Hantes, Wealth Advisor
Greater Rochester Habitat for Humanity
Building With Habitat for Humanity
Anthony was able to step away from the office and take part in a 2025 Leaders Build for the Greater Rochester Habitat for Humanity.
We are proud to support our community and to have the opportunity to work with so many other leaders locally.
Our Lady of Mercy
Standing Behind Our Lady of Mercy
The Father Ed Zimmer Memorial Golf Tournament honored Julie Odenbach as the inaugural recipient of the Mercy Legacy in Athletics Award, a very special and well-deserved recognition. We’re proud to support Mercy Athletics and the amazing people behind it.
The Our Lady of Mercy Meat Raffle is a fundraiser that helps bridge the gap between tuition and the actual cost of educational programs, facilities, and resources, a direct and visible impact on the community’s future. We have been so honored to be a part of it for the last four years.
“Sending my daughter to Mercy has been one of the best decisions I’ve made. The education she’s receiving is incredible, but just as important are the friendships and values she’s building, things that will shape her confidence, character, and opportunities for the rest of her life.”Matt Pitti, Senior Vice President & Wealth Advisor
Matt serves as Co-Chair of Our Lady of Mercy’s 2026 Spirit Gala, working alongside Kyla and Ryan Callahan.
Sponsorships
Teams and Tournaments We Back
Youth sports
Penfield Little League
Always a proud sponsor of Penfield Little League. Go A’s!
penfieldlittleleague.com ↗ GolfMonroe Invitational
We’re proud to sponsor the Monroe Invitational at Monroe Golf Club. We had an absolute blast at the Blitz Tournament with amateurs Manuel Losada and Kaleb Wilson. Great energy, great shots, and even better company. We cheer them on every step of the way.
monroeinvitational.com ↗ TeamJPMorgan Chase Corporate Challenge
Our team had a blast at the 2026 JPMorgan Chase Corporate Challenge in downtown Rochester. It’s always fun spending quality time together outside work and engaging in a little friendly competition.
jpmorganchasecc.com ↗Boards & Participation
Where Our Advisors Serve
Where our advisors serve and take part across the Rochester region.
President & Wealth Advisor
Sal Pitti
- Advisory Committee, ARC of Ontario County
- Board, Thompson Health Foundation
- Board, Finger Lakes Community College Foundation
Senior Vice President & Wealth Advisor
Matt Pitti
- Co-Chair, Our Lady of Mercy Spirit Gala 2026
- Investment Committee, Our Lady of Mercy
- Board, Penfield Little League
Vice President & Wealth Advisor
Anthony Pitti
- Board, Small Business Council of Rochester, an affiliate of the Greater Rochester Chamber of Commerce led by volunteer business leaders supporting the local business community
Wealth Advisor
Sean Hantes
- Member, The Meliora Collective, the University of Rochester’s online networking and mentorship platform for students, alumni, faculty, staff, and parents
- Member, Rochester Network Leadership Council, a volunteer alumni group connecting more than 23,000 University of Rochester alumni, students, families, and friends, to build regional pride and community
This region is home, and the board seats and sponsorships above are one way of giving something back to it.
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