We’d like to welcome to the firm our newest investment advisor, Zach DeBottis, as well as our two summer interns, Joel Farella and Hari Nanthakumar.

Zach joined Rockbridge in a new capacity this past June, having worked for Rockbridge as an intern intermittently throughout his senior year of college at SUNY Geneseo. While working as an intern, Zach found a real appreciation for the approach that Rockbridge takes to improve the financial well-being of their clients. Upon nearing graduation, Zach received several job offers from other Syracuse-area firms within the industry, but he realized very quickly that the values instilled within the framework of Rockbridge resonated with his own values the most.

You can learn more about Zach here.

Joel joins us having just completed his first year at St. Lawrence University, where he intends to major in business and environmental studies. His connection to the firm is through his father, Anthony Farella, one of the founding partners. Joel believes this internship is an appropriate fit for him because he has had an interest in finance for a number of years. Aside from his interest in finance, he also believes that the dynamic of working in the Rockbridge office will provide him with valuable skills and experience for all of his future endeavors.

Hari, like Joel, has also just completed his first year at Columbia University as an economics and philosophy major. He heard about Rockbridge through Ed Barno, one of the advisors of our firm. Hari is hoping to take a deep dive into the world of investment management and explore the complex and sometimes difficult financial issues faced by individuals and institutions. Additionally, Hari is excited to learn about how Rockbridge in particular goes about making decisions to better the financial well-being of their clients.

Welcome Zach, Joel, and Hari!