As our senior investment strategist and portfolio investment manager, Wojtek’s day-to-day responsibilities in investment management include conducting research analysis, providing quantitative insights, implementing investment strategies, managing model composition and rebalancing, and continuously monitoring investment positions across all advisory client accounts. 

Knowing that financial markets change, he knows it is essential that our team’s investment strategies and recommendations evolve accordingly.

Wojtek enjoys building long-term relationships with our clients and their families and being there proactively for them whenever a need arises. He is dedicated to supporting our team’s mission of providing clients with a solid foundation when working toward their retirement and other financial goals.

Wojciech has worked closely with the practice’s PIM Portfolio Manager for nearly 10 years as part of our team, and for almost 20 years throughout his career. Earlier in Wojtek’s career, he was an investment analyst at the Wealth Management and Consulting division of Wachovia Securities, which became Wells Fargo Advisors. He later joined the Bailey Financial Group with Wells Fargo Advisors as a research analyst and portfolio management associate before moving to Raymond James with the team in 2022. 

Wojtek earned bachelor’s and master’s degrees from the Warsaw School of Economics and a Master of Science degree from the University of Buffalo. He holds Series 7 and 66 securities licenses.

Wojtek is originally from Poland and now lives in Buffalo with his wife, Kelly, and daughters, Maja, and Nina. He enjoys soccer, hiking, snowboarding, cycling, woodworking, and spending time with his girls.