Leadership Team

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Trevor Holly

President

Trevor Holly is the fourth generation of Holly family leadership at Sage Rutty.  Assuming the Presidency in 2022, Trevor is responsible for the day-to-day operations of the firm, as well as advisor recruitment and retention and leads strategic initiatives to further the success of all Sage Rutty stakeholders.

 

Trevor was born and raised in Rochester, and lives in Penfield with his wife, Jessica and their two daughters. Trevor holds his Series 7, Series 24, FINRA licenses and Life, Accident, & Health Insurance licenses. He is also a graduate of The University at Buffalo.

 
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Wayne F. Holly

Executive Chairman

Wayne Holly is Executive Chairman of Sage Rutty & Company. He joined the firm in 1980, and mastered many positions within the firm before becoming President in 1993 and later Chairman in 2003. In May of 2022, Wayne stepped down as President, relinquishing the position to his son, Trevor Holly. His strong beliefs in traditional values and ethical standards insures he is perfectly suited to lead Sage Rutty. Wayne holds a variety of licenses with the Financial Industry Regulatory Authority (FINRA), a Bachelor of Science degree in Finance and Economics from Alfred University, as well as successful completion of the Securities Industry Association Executive Education Program at the Wharton School of Finance.  

 

An advocate for at-risk children, Wayne currently sits on the Board of Directors of the Bivona Child Advocacy Center. In addition, he and his wife, Judy are deeply involved in the Monroe County Foster Care Program, having helped raise in excess of 50 foster children.

 
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Matthew J. Lacey

Controller

Matthew Lacey joined Sage Rutty's management team in 2007. He is responsible for internal controls, Sage Rutty’ s accounting, as well as adherence to federal and state regulatory requirements. Matt holds a Bachelor of Science in Accounting from the State University of New York College at Geneseo.

 
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Robert L. Lohwater

Chief Compliance Officer

Rob Lohwater is Sage Rutty’s Chief Compliance Officer. Joining Sage Rutty in 2014, Rob brings 30 years of experience in the financial services industry. His responsibilities include developing, implementing, communicating, and reviewing the corporate policies and procedures designed to enable the company to effectively manage risk and remain in compliance with the various regulatory authorities.  Rob graduated from St. John Fisher College with a Bachelor of Arts in Economics.  He holds licenses with the Financial Industry Regulatory Authority (FINRA).

 
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Victoria Chase Parker, CFP®, CDFA®, CHSA®

Director of Financial Planning

Victoria is a CERTIFIED FINANCIAL PLANNER™ Practitioner, a CERTIFIED DIVORCE FINANCIAL ANALYST® professional, a graduate of SUNY at Geneseo, and a Certified Corporate Paralegal through advanced studies at Adelphi University. She has in excess of thirty years of experience in the financial arena with expertise in trusts and estates, not-for-profits, charitable gifting, income tax, wealth management and business continuity planning. Victoria is securities, health and life insurance licensed and is a Trust Representative of National Advisors Trust Company.

 

As Director of Financial Planning with Sage Rutty and Company, Inc., she is responsible for data integrity and plan design in cash flow, taxation, risk management, estate planning, charitable gifting and business exit strategies. Victoria, a member of the Estate Planning Council of Rochester, and the National Association of Tax Practitioners is an active Rotarian and a Paul Harris Award Recipient. 

 
 
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Jennifer M. Fox

Operations Manager

Jennifer Fox is the Operations Manager of Sage Rutty & Company. She joined the firm in 2011 and has over 21 years of experience in the financial industry. She is a graduate of SUNY Geneseo and holds her Series 7 and 66 licenses with the Financial Industry Regulatory Authority (FINRA).

A lifelong Rochesterian, Jennifer was a local Cub Scout leader for many years and volunteers for events at the many Catholic schools her children attend. She lives in Irondequoit with her fiancé, children, step children, cat and dog.