EPIC provides support to all of its partners through a team-based structure. All clients are assigned to a relationship manager and service team who oversee all phases of the relationship. The team is responsible for ensuring your satisfaction.

Mailing Address and Physical Location:

EPIC Advisors, Inc.
150 State Street, Suite 200
Rochester, NY 14614

Phone: (585) 232-9060
General Fax: (585) 232-3098
General Web Site: www.epic1st.com

Executives
Robert Judd, President	Ext. 158
James Genthner, Executive Vice President	Ext. 112
Jeffrey Gillette, Director of Finance	Ext. 238
Neil Steffen, Senior Vice President & Chief Information Manager	Ext. 117
Senior Managers
Jean Dailey, Director of Consulting and Risk Management	Ext. 116
Kim Dimaria, Marketing & Corporate Communications	Ext. 157
Manny Marques, Partner Relationships	Ext. 167
Robert Newton, Client Services	Ext. 159
Mike Abraham, Client Services Support	Ext. 148
Sales
George Curry, Director New Business & Central Sales	402-614-4113
Monika Hubbard, Eastern US Institutional Sales	502-896-0985
Tom Coté, Western US Institutional Sales*	415-302-9542
Ken Harris, NYS Sales	Ext. 218
*Tom Coté is the Principal & Owner of Total Solution Financial Partners.
Relationship Managers
Dominic Borrelli	Ext. 181
Patrick Burke	Ext. 214
Shaune Oppelt	Ext. 131
David Sanza	Ext. 113
Michael Savage	Ext. 285
Spiro Theodorakakos	Ext. 156
Account Manager
Matt Parker	Ext. 162
Daily Client Administrators
Jennifer Bardol	Ext. 243
Jim Clapp	Ext. 176
Jeff Coppini	Ext. 115
Matt Cowell	Ext. 130
Mike Follaco	Ext. 166
Laurie Lown	Ext. 108
Maureen Ryskowski	Ext. 224
Laura Sehm	Ext. 153
Andy Sekulski	Ext. 127
Danielle Sesock	Ext. 231
Kristi Sweeney	Ext. 290
Lisa Tymann	Ext. 180
Jessica Walzer	Ext. 141
Balance Forward Client Administrators
Carolyn Gorman	Ext. 178
Vanessa Schallmo	Ext. 226
Denise Zubal	Ext. 118