Jerry M. Schwartz, CFP®
Founder, Managing Partner, and Chief Compliance Officer
A native New Yorker, Jerry 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. In addition to post-M.A. graduate work, he was the recipient of a National Defense Foreign Language Fellowship in Sanskrit, was the assistant to the editor of the University of Hawaii’s journal Philosophy East and West, and participated in the East-West Philosophers’ Conference on Wang Yang-Ming, held at the University of Hawaii.
Jerry began his career in financial planning in 1977 when he became an FINRA Registered Representative with Merrill Lynch in Honolulu. In 1984, he left Merrill Lynch to open a private financial planning and investment advisory practice. Jerry is a Certified Financial Planner® (CFP®) and a member of the Financial Planning Association and the Registry of CFP® Licensed Practitioners. He is past president, past chairman and past trustee of the Board of the Capital District Society of the Financial Planning Association (FPA) in Albany, NY, and is a member of the Financial Planning Association of Hawaii and the Hawaii Estate Planning Council.
Jerry has been featured on radio in the Albany area, and on CNBC and KHET Hawaii Public Television. He has taught individual tutorials in business ethics and philosophy through Empire State College SUNY, financial planning and investment courses in the non-credit division of Columbia-Greene Community College, addressed the New York State Bar Association, Elder Law Section, and spoke on financial planning for the aging and was a panel participant at the 2005 White House Mini-conference on Aging in New York City. He currently presents the “Planning for Retirement” and "Investing for Retirement" segments of “Take Charge of Your Money3,” presented through the University of Hawaii on Olelo, Hawaii public access TV. He also presents programs and talks on spirituality and money, addressing the issue of applying the purposes of our lives to the money in our lives.
Jerry was founding board president of Greene County Common Ground, a not-for-profit alternative dispute resolution and mediation service. He is a board member, investment advisor, and treasurer of the Foundation for World Education, a tax-exempt granting institution supporting the work of the Integral Yoga community in the U.S. and Auroville, India. He is highly dedicated to the Camphill movement in North America, which consists of life-sharing communities for youth, adults and the elderly with developmental disabilities. He currently is an at-large trustee of the Camphill Association of North America and is a long-standing member of the board of the Camphill Foundation, where he chairs the asset management committee, and serves as investment advisor. He is investment advisor to the Triskeles Foundation, which serves progressive social initiatives and philanthropy, and serves as a board member of Lokelani 'Ohana, a Camphill-inspired community on the island of Maui, Hawaii. In addition, he manages several other philanthropic and religious endowments.
Kimberly M. Mullin, FPQP™
Partner, Office and Administrative Manager
Specialties: Client Services, Business Financial Director, and Technology Coordinator
Kim graduated from SUNY Empire State College with a Bachelor of Science degree in business, management and economics with a concentration in finance and earned her Associate of Arts degree in business finance from University of Phoenix. She completed the Foundations in Financial Planning program through the College for Financial Planning, and has earned a Financial Paraplanner Qualified ProfessionalTM designation. She is also an active member of the Financial Planning Association of Northeastern New York.
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. Prior to starting her career in finance at Trustco, Kim had extensive experience in the fields of management and training, customer service, and sales.
Kim joined the team at Arista Advisory Group, LLC, in July of 2007 as a client service associate. She offers our clients exemplary knowledge of the banking industry, customer service skills and problem-solving abilities. Kim’s major area of expertise is the coordination and reconciliation of all aspects related to client support, including new accounts, account transfers, account maintenance, account funding/distribution, trading, cost basis, performance reporting and financial planning and investment research.
Bernard C. Murphy, CFP®
Partner, Financial Planning and Investments
A native of Dublin Ireland, Bernard earned his degrees in Economics and Sociology from the University of Dublin, Trinity College (TCD), in Ireland. He earned his CFP® designation in 2011.
Bernard has worked for close to thirty years to support the lives of children and adults with varying disabilities, in his varying responsibilities as CEO, CFO and President of four organizations. As a result of this work, he learned to appreciate that an institutional and/or a person’s vision and core values for life, are a critical and often overlooked component of the process when developing financial plans.
Today, as a Certified Financial Planner™, Bernard is committed to working in a highly personalized way with individuals. Through understanding what a person’s life intentions are – initially through addressing questions such as “who am I, what is my work in the world?” – it is possible to establish a solid basis upon which one can build a financial plan to support an individual on their journey to the exploration and fulfillment of this intention.
Bernard has served as a trustee and/or director of a number of non-profit organizations. He is a former trustee and past president of the Camphill Association of North America. He has served as a director of the Board of Camphill Foundation from 1992 until 2010 where he also held the office of Board president and CEO between 2003 and 2010. Bernard was also a co-founder of the North American Council for Curative Education and Social Therapy. In addition, Bernard currently serves as an advisor to three non-profit entities.
Bernard has and continues to co-initiate a number of educational workshops and seminars on topics such as Mission Related investing and understanding money in the context of an individual’s unique biographical journey.
Bernard’s financial planning and asset management business operates under the name of Dovetail Financial, in association with Arista Advisory Group, LLC.
Financial Planning and Investments
After growing up in Berkshire County, traveling a bit of the world and learning about cultures across the continents, Melissa moved to New York City and earned her BA, at Hunter College, with a major in Psychology and a double minor in Art and Art History. Melissa moved back to the area in 2006, working for a local non-profit organization, Railroad Street Youth Project, as the Program Director. This experience inspired her to begin a career in finance in order to help individuals and families with the financial aspects of their life.
Melissa began her work in the financial industry at RBC Wealth Management in 2009, where she obtained her Series 7 & 66 licenses. Her focus lies in the areas of understanding client needs and values, portfolio management, research, retirement income planning, college education planning, and trust and estate planning. She also realized a need for focus on women and finance, so she co-founded and ran a Women’s Financial Empowerment seminar alongside a local life coach, Maia Conty, and the American Institute for Economic Research. Melissa has a strong desire to continue working with and empowering women on an individual and broad basis with regard to their money and financial needs: Is the money invested to meet their needs and values? Does it match their life plan and goals? Are they working with someone who answers their questions and spends time with them?
Community has always been a large part of Melissa’s life. She is very active on a variety of levels and currently serves on the following boards: Community Access to the Arts, and Railroad Street Youth Project. Additionally, she is involved with her local Rotary chapter, and is currently co-coordinating a postpartum family volunteer support program.
Along with her husband and daughter, Melissa resides in Housatonic, MA. Her hobbies include: food, cooking, wheel pottery and anything that includes her family.
Eileen M. Updyke
Senior Client Services Coordinator
Eileen began her career at First Albany Corporation in 2002 where she was responsible for all aspects of Control and Restricted Stock, Corporate Share Repurchase Programs, Stock Option Exercises as well as Rule 144 transactions. She has also worked as a registered sales assistant where she contributed to the growth and management of the Financial Advisor’s business while providing extraordinary support to the Financial Advisor and staff. She also served as the primary liaison between the financial advisor, clients and the operations team.
Eileen has been a valuable member of the larger Arista team since 2008; she joined Arista Advisory Group, working with Kim and Dave, as a Senior Client Services Coordinator in August 2016. In her position, she is responsible for assisting advisors with client relationships and maintaining client portfolios. Her responsibilities also include tracking new applications, handling money transfers and client database management. She is also accountable for client inquires and requests, preparations for client meetings, responsible for daily maintenance of branch files and transactions while always focusing on exceptional service.
Eileen has held her Series 7 and 63 Licenses and Insurance license with the State of New York.
Eileen grew up in Latham and now resides in Ballston Lake with her husband Pete and her two children Sidney and Tanner. She enjoys photography, traveling, outdoor activities and spending time with her family.