Morgan Stanley Wealth Management

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.  The Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 43 countries. 

Merrill Lynch

Merrill Lynch can help you prioritize which goals matter most to you. Whether that's transitioning to the next generation, customizing financial strategies that help you pursue desired outcomes, or simply providing advice and guidance to help you stay informed. With over 100 years in the people business, they understand the importance of a lasting relationship.

Measurement Incorporated Evaluation Services

Measurement Incorporated® (MI) is a full-service educational company that provides achievement tests and scoring services for state governments, other testing companies, and various organizations. Since its founding, MI has earned and continues to uphold its reputation as the industry leader in providing professional handscoring services for essays and open-ended exams. 

Malkin & Ross

Malkin & Ross (M&R) is a top-10 New York State lobbying firm committed to advancing the public policy interests of our clients. They specialize in developing targeted, campaign-based strategies to help their clients effectively communicate their messages and advance their legislative and regulatory objectives. 


KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We operate in 155 countries and have more than 162,000 people working in member firms around the world.

Jefferies & Company Inc.

Jefferies provides insight, expertise and execution to investors, companies and government entities. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income and wealth management in the Americas, Europe and the Middle East and Asia.

Hugh Johnson Advisors, LLC

As investment and wealth management professionals, we are dedicated to helping investors to define goals, formalize the goals in Investment Policy Statements, and meet their goals through solid and sensible investment management and wealth management.

Grant Thornton, LLP

Grant Thornton LLP’s Albany office is the fourth-largest of the metro New York cluster. They offer a full complement of audit, tax, and advisory services to companies in a wide range of industries throughout the tri-state area. Their professionals help our clients to grow their businesses through valuable ideas and recommendations for mitigating risk and increasing profitability.

Glen Martin Research Associates

Glen Martin Associates is a research and program evaluation consulting firm serving local, regional and state organizations and agencies in New York and New England. They offer a variety of custom services related to the collection, analysis, and reporting of quantitative and qualitative data for program management and improvement. 

Energy Answers International

Energy Answers is an award-winning, international, designer and developer of environmentally sound resource recovery systems. Energy Answers was formed in 1981 with a defined mission to develop integrated solid waste management solutions. Their philosophy and commitment is to reach "zero disposal" by effectively recovering all the resources in the materials now seen as "waste".