ALBANY, New York, May 3, 2017 – BST & Co., LLP, one of the Capital Region’s leading financial and management consulting firms, today announced that Robert A. Canterbury has been appointed senior advisor of the wealth management division.
Canterbury brings nearly three decades of wealth management experience to BST. Prior to joining the firm, he served as Vice President of Foundational Counseling at The Ayco Company, A Goldman Sachs Company, where he conducted more than 25,000 financial planning seminars for large companies and corporations on topics including medical plan options, health savings accounts, and social security strategies.
As an advisor at BST, Canterbury’s primary focus is to assist clients with investment planning, risk analysis, appropriate asset allocation, investment selection and ongoing evaluation. He also advises clients in the areas of cash flow, and retirement, insurance and estate planning, as well as business succession planning. Additionally, he is available to provide personal planning for executive-level clients, and individual retirement planning for all levels.
“We are pleased to announce Robert’s addition to BST. He brings tremendously valuable experience to our wealth management division, and will be a true asset to our clients as they plan for long-term success and financial security,” said Ron Guzior, managing partner of BST & Co. “Robert’s specialized focus and knowledge only adds to our firm’s extensive portfolio of services.”
Canterbury earned a Bachelor of Science in finance from Siena College. He is a Certified Financial Planner and holds NASD Series 7, 65 and 63 licenses, as well as New York State Life and Health. He is a resident of Clifton Park.
“I’m thrilled to work again alongside the team at BST and contribute to its reputation as one of the most well-respected firms in the accounting industry,” said Canterbury. “I welcome the opportunity to develop new relationships and to continue working with established clients.”
With roots tracing back to 1944, BST & Co., LLP is recognized as one of the largest accounting and consulting firms in upstate New York. The firm offers traditional accounting, auditing and tax services; as well as specialty services related to business valuation, forensic accounting, litigation support, employee benefit plan auditing and consulting, governmental auditing and consulting, merger and acquisition assistance, wealth management and personal financial planning, and estate and gift tax consulting, amongst other services.
BST & Co., LLP has 105 employees with office locations in Albany and Mineola, NY. The firm also maintains a New York City office.
The firm is a long-standing member of the RSM US Alliance, a premier affiliation of independent accounting and consulting firms in the United States.
About BST & Co., LLP
BST & Co., LLP is as multi-disciplinary financial and management consulting firm headquartered in Albany. Other services of the firm include accounting, auditing, business valuation, forensic accounting and litigation support, tax and management consulting, employee benefit plan auditing and consulting, human resource management and development, healthcare operations consulting, governmental auditing and consulting, merger and acquisition assistance, wealth management and personal financial planning and estate and gift tax consulting.
Posted on May 3, 2017 at 12:53 PM