About Us

Mr. Pitti is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Retirement Plans Specialist™ and a graduate of the University of Maryland, Cum Laude. He has his Master of Science in Management degree and has over 24 years’ experience in the financial services business.

He served in the United States Air Force working in the intelligence field, during which time he lived in and spent time in many countries, receiving numerous honors and awards during his tours in the military.   He has completed the Senior Financial Advisor program from the University of Pennsylvania, Wharton School, and also holds securities registrations and licenses for insurance and long term care.  Mr. Pitti focuses on various aspects of investment planning and investment management.  He works with corporations, retirees, non-profits, high net worth individuals, and professionals, helping them to achieve their financial goals through a variety of strategies.
 
After 22 years as an executive at Morgan Stanley, he, his son and staff founded The Pitti Group Wealth Management in 2016.  Mr. Pitti is former President of the board of the Ontario County United Way and is currently serving on the Advisory Committee.  He is incoming 2021 Chairman of the board for the Canandaigua Chamber of Commerce and serves on the Economic Development Committee. Mr. Pitti also serves on the ARC of Ontario County’s Advisory Committee.

Mr. Pitti resides in Canandaigua. He has acted as President of his Homeowners Association and is very active in his community.  He enjoys golf, running, hunting, fishing, working out, and spending time on the lake in the summer.  He has 2 sons, Matthew and Anthony, and two grandchildren. 

 

Professional Details

   • Served in the United States Air Force
   • Graduate of the University of Maryland, Cum Laude
   • Master's degree in Business Administration
   • Series 3, 7, 9, 10, 31, 63 & 65
   • Life, Accident & Health Licensed
   • Canandaigua Chamber 2016-Present
   • Canandaigua Chamber 2007-2014
   • United Way 2006-2012
   • Fox Ridge Home Owners Association President 2004-2005
   • Ontario County ARC Advisory Board 2013-Present

After graduating Cum Laude from the State University of New York at Oneonta with a Bachelor of Science degree in Psychology, Stephanie spent several years employed in training and management in the retail industry, eventually transitioning to a position as an Associate Financial Representative with a large financial services organization.

Stephanie is responsible for the oversight of our portfolio analysis program. She helps make adjustments to client portfolios when needed and researches investments, services existing client and helps prepare new client proposals. She currently holds Series 6, 63, 65 and 7 registrations. In addition she is Life, Accident & Health licensed.

Stephanie resides in Irondequoit, NY with her daughter and enjoys hiking, volunteering and reading.

 

Professional Details  

   • Graduate of the State University of New York at Oneonta
   • Series 6,63,65 & 7   
   • Life, Accident & Health Licensed
   • 8 years of experience in the financial services industry   
   • Notary Public

Anthony is a graduate of Keuka College where he majored in organizational communication and minored in marketing. Anthony spent several years as a contractor working with small businesses developing their brands, marketing strategies, and advertising efforts.

As our Business Development Officer Anthony builds relationships with people in the community and finds areas of opportunity to grow our business. He is responsible for designing our marketing materials, advertising, website development and recruiting.

Anthony resides in Irondequoit, NY with his Olde English Bulldog, Xena. He enjoys playing soccer, working out, hunting, traveling and spending time with his family. Anthony is also a board member of the RYP (Rochester Young Professionals)


Professional Details

Small Business Council Ambassador   2018-Present
Rochester Young Professionals Board Member   2019-Present