The professionals of Arista Wealth Advisors

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Timothy E. Casserly, Esq., CFP®

Tim graduated from Boston College with honors in 1981 with a Bachelor of Arts Degree in Economics and Communications. In 1984, Tim received his Juris Doctorate from Albany Law School of Union University in Albany, New York. Tim received his Certified Financial Planner designation from the College for Financial Planning in Denver, Colorado.

Read full bio here... Contact Timothy E. Casserly, Esq., CFP®:  tcasserly@burkecasserly.com | 518.452.3805

Walter T. Burke, Esq.

Walter earned his Juris Doctorate from Fordham University. He and his partner, Timothy E. Casserly, founded the law firm of Burke & Casserly, P.C., in 1988, which specializes in planning for all phases of life. Since its inception, it has developed from a two-lawyer, two-staff firm to a mid-size regional firm.

Read full bio here... Contact Walter T. Burke, Esq.:  wburke@burkecasserly.com | 518.452.3805

Karin J. Lopez, MBA

Karin joined the team at Arista Investment Advisors Ltd. in 2002 and has since become Vice President.  Her duties in this position include preparation of financial plans, retirement planning, planning for education funding, professional investment advice to clients, research and analysis, and offering portfolio recommendations for new and existing clients.

Read full bio here... Contact Karin J. Lopez, MBA:  klopez@burkecasserly.com | 518.452.3805

Eileen M. Updyke

Eileen Updyke has over six years of experience in the Financial Services industry. Eileen began her career at First Albany Corporation in 2002. She was responsible for all aspects of Control and Restricted Stock, Corporate Share Repurchase Programs, Stock Option Exercises as well as Rule 144 transactions.

Read full bio here... Contact Eileen M. Updyke:  eupdyke@burkecasserly.com | 518.452.3805

Jerry M. Schwartz, CFP®, AIFA®

Jerry M. Schwartz, Co-founder, Principal, Chief Investment Analyst and Chief Compliance Officer with Arista Wealth Advisors, was born in 1947 in New York City. He earned a Bachelor of Arts degree in Philosophy from Stony Brook University and a Master of Arts degree in comparative East-West Philosophy from the University of Hawaii at Manoa.

Read full bio here... Contact Jerry M. Schwartz, CFP®, AIFA®:  518.452.3805

Christin Sarubbi

Chris graduated from Fordham University with a Bachelor of Arts Degree in Theoretical Mathematics in 1972. She continued her graduate studies at New York University’s Courant Institute of Mathematical Sciences. Chris was employed for over seventeen years in the financial industry where she worked for Morgan Guarantee Trust Company and was a Vice President of The Chase Manhattan Bank.

Read full bio here... Contact Christin Sarubbi:  518.452.3805

Kim Cleveland

Kim began her career in finance in 2000 at Trustco Bank, where she led a full-service team as a branch manager for over six years. Her ability to resolve her client’s financial needs earned her rapid advancement through the organization, taking on assignments at multiple corporate locations, each with greater managerial responsibilities and challenges.

Read full bio here... Contact Kim Cleveland:  518.452.3805

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