New York-based investment company launches office in Lakewood Ranch

Courier Capital, a prominent registered investment advisory firm based in Buffalo, New York, has recently inaugurated a new office in Lakewood Ranch, located at 6901 Professional Parkway East. This strategic expansion aims to enhance the firm’s business opportunities while catering to existing clients who frequent Florida.

James Iglewski, President of Courier Capital, expressed, “We believe this move allows us to serve a growing segment of our client base more effectively, while also opening the door to new relationships in one of the nation’s most dynamic retirement markets.”

The firm specializes in investment management, financial planning, and consulting services for individuals, businesses, institutions, nonprofits, and retirement plans.

Recognized as one of the largest registered investment advisory firms in Western New York, Courier Capital manages about $3.4 billion in assets as of June 30. The company employs over 25 professionals across its offices in Buffalo, Rochester, and Jamestown, New York, as well as in Pittsburgh.

Iglewski noted, “Establishing our Florida office is a key milestone in the strategic growth of our firm. As we expand our geographic footprint, our priority remains the same — to support the long-term wealth generation goals of our clients” through research-driven guidance and a boutique approach centered around the client.

To lead the Sarasota office, Courier Capital has appointed Thomas J. Hanlon, the firm’s Executive Vice President of Wealth Management and Co-Chief Investment Officer, who will also oversee additional investment professionals in the new location.

Courier Capital operates as a subsidiary of Financial Institutions, Inc. (Nasdaq: FISI), a financial holding company with assets totaling $6.1 billion as of June 30.

Key Information

• Courier Capital opens a new office in Lakewood Ranch, Florida (6901 Professional Parkway East).
• President James Iglewski highlights the firm’s focus on serving clients in a key retirement market.
• The firm manages approximately $3.4 billion in assets and has over 25 employees across multiple offices.
• Thomas J. Hanlon will lead the Florida office as Executive Vice President of Wealth Management.
• Courier Capital is a subsidiary of Financial Institutions, Inc., with $6.1 billion in assets.