Our

Team

Scott J. Zollo

President

Scott obtained his first FINRA securities license in 1990 and has worked for Accu-Vest Planning, Inc ever since.   His educational background includes a Masters and a Bachelors degree in Finance from Rochester Institute of Technology as well as multiple securities licenses and insurance licenses.  He is also a Charter Financial Analysts (CFA), one of the premier designations in Investment Finance.  In 2000,  He founded Core Alpha, Inc. to better use his educational background in managing portfolios for individuals and small businesses. 

 

Contact info

585-235-3600 x2  (Phone) 

855-235-3600 x2 (Toll Free Phone) 

szollo@corealpha.com

Sean P. Collins

Vice President 

Sean attended Niagara University where he earned both an Undergraduate degree in Economics & Finance as well as an M.B.A. in Finance.  Mr. Collins has served as a Financial Analyst for the Institutional Sales Division of Citi Group. He now combines his many years of experience, as both a Financial Analyst and a Personal Financial Advisor, to assist his clients in the Rochester area meet their financial goals by designing sound, long-term well integrated financial plans. He is also President of S. P. Collins & Company, a tax preparation service.  Mr. Collins is also a member or has served on the Board of Directors for The Rotary Club of Gates-Chili, The Gates-Chili Rotary Charities Foundation as well as the Gates-Chili Chamber of Commerce.  He now combines his years of experience as a Financial Analyst to design and monitor financial models and portfolios.

 

Contact info

585-235-3600 x4  (Phone) 

855-235-3600 x4 (Toll Free Phone) 

scollins@corealpha.com

Terrance c. Collins

Senior Vice President

Terry is a life long resident of the Rochester area.  He is a graduate of Aquinas Institute, St. John Fisher College and earned his Masters Degree at Nazareth College.  In 1982, he joined Accu-Vest Planning, Inc. as a Financial Advisor.  Since then, he has been involved in the training and supervision of other financial professionals. Drawing on his over thirty five years of experience in the financial industry, Mr. Collins capitalizes on his extensive knowledge and expertise in the areas of investments and insurance to bring his clients well diversified and integrated financial plans. He has been proud to serve as President and/or Board member of the following organizations: The Rotary Club of Gates-Chili, Gates-Chili Rotary Charities Foundation, Inc., Gates-Chili Chamber of Commerce, WHIC 1460 Radio and the Westside YMCA of Greater Rochester.

 

Contact info

585-235-3600 x3  (Phone) 

855-235-3600 x2 (Toll Free Phone) 

tcollins@corealpha.com

Contact

COntact US

  • Black Facebook Icon
  • Black Twitter Icon
  • Black Google+ Icon

1701 Chili Ave 

Rochester, NY 14624

​​

Tel:  585-235-3600

        855-235-3600

Fax: 585-235-3609

Securities offered through Mutual Funds Associates, Inc., Member FINRA & SIPC.
Managed accounts offered by Core Alpha, registered investment advisor with the state of New York. 

Our firm does not render personalized investment advice or services, or effect or attempt to effect any securities transactions with this website.  The purpose of this website is to provide the public with general information about the services offered by our investment management firm.

Due to various state regulations and filing requirements our firm and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements.