Creating & Preserving Wealth for Generations
Executive Leadership Team
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.
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.
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.
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).