Who we are
When you’re faced with important financial decisions, you want advice from a financial professional who is competent and trustworthy. Someone who is independent and focused on your best interests. And in a perfect world, you want someone who can relate to you … so they truly understand and appreciate your point of view.
If these beliefs resonate with you, then Colgan Capital may be the financial partner you’ve been looking for. Colgan Capital has helped hundreds of clients like you to achieve both financial and personal goals since we established our family-owned, independent financial advisory firm in 2004. In fact, our founder, Mark Colgan, CFP® professional, has served many clients exclusively since 1993.
Our team
Mark Colgan, CFP®
President
Financial and Legacy Advisor
Mark oversees the firm’s day-to-day operations and plays an extensive role in establishing clients’ financial plans. He also takes great pride in leading our unique legacy planning service. Mark is a national speaker and an often-cited expert on legacy planning. His articles have appeared in such national publications as U.S. News and World Report, The Journal of Financial Planning, American Association of Individual Investors, and Money Adviser, a Consumer Reports publication. He has also been cited by Fox News, CBS MarketWatch, Oprah and Friends, and other mainstream media.
Mark earned his BS degree in Finance from the Rochester Institute of Technology. He has been a Registered Representative since 1993 and a Certified Financial Planner™ (CFP) since 1998. He is also a General Securities Representative (series 7), Uniform Securities Agent (series 63), and Uniform Investment Adviser (series 65). Additionally, Mark holds life and health insurance licenses. He resides in Honeoye Falls, New York with his wife Kathy and their children Christopher and Emily.
Susan C. Schneider, CIMA®, CIMC®, AIF®
Senior Vice President
Investment Coordinator
Susie successfully masters two important roles at Colgan Capital: financial analyst and client service manager.
As an analyst, she monitors client accounts and provides Mark with imperative information to ensure that clients’ portfolios are in compliance with their needs. Susie also prepares detailed account updates and proposals for client meetings.
Susie handles client service requests, schedules appointments, and executes security trades. Given her extensive qualifications, she is also able to answer most client questions regarding our products and services.
Susie’s experience is extensive. She holds Series 7, 31, 63, and 65 security registrations; an accident, life, and health insurance license; and several professional designations. She is a Certified Investment Management AnalystSM (CIMA), a Certified Investment Management ConsultantSM (CIMC), and has earned the Accredited Investment Fiduciary® (AIF®) professional designation.
Susie’s familiarity with a variety of financial concepts, products, and procedures makes her an incredibly valuable asset to our firm.
She lives in Pittsford, New York, with her husband Christopher and son Rob.
Investment Management Consultants Association is the owner of the certification marks ”CIMA®” and ”CMIC®,” the service marks “Certified Investment Management AnalystSM,” “Certified Investment Management ConsultantSM,” “Investment Management Consultants AssociationSM,” and “IMCASM.” Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification.
Sam Leonardi
Risk Management Consultant
Ensemble Financial Services
As senior risk management consultant for Ensemble, Sam Leonardi provides expertise on life, long-term care, and disability insurance to clients of Colgan Capital. Sam has more than two decades of experience in the financial services industry and has extensive experience as a wholesale marketer of life and health insurance products. Prior to joining Ensemble, Sam was vice president of an insurance brokerage where he marketed over 50 different life, long-term care, and disability insurance and annuity companies to insurance agents, financial planners, and brokers in multiple states.
Sam is a licensed insurance agent and a member of the National Association of Insurance and Financial Advisors. He is on the Board of Directors of the Financial Planning Association of Upstate New York and is a certified continuing education instructor on the topic of insurance.
Ensemble Financial Services Team
To maintain a strong small business with satisfied clients, Colgan Capital has a team of experts ready to serve you. To accomplish this, we partner with Ensemble Financial Services, a leading outsourcing company for financial advisory firms. Whether it’s clerical assistance, IT support, or comprehensive research, Ensemble Financial Services provides us with the support we need to stay focused on providing exceptional client service.
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