J. Robert Bleier
Founding Partner, Private Wealth Advisor
Bob is the former Managing Partner at Bonadio Financial Services, LLC, and is a Founding Partner at Montage Wealth Management. He works as a trusted advisor to individuals, as well as small and middle market companies in the areas of compensation, benefits planning, estate planning, financial planning and wealth management services. He carries licenses for securities, life and disability income insurance, P&C insurance, employee benefits, group insurance, business insurance and is a registered representative of Commonwealth Financial Network (CFN).
Prior to his 28 years in the financial services industry, Bob played professional football with the NFL New England Patriots. In 1991 and was named "The All Time Greatest Quarterback" in University of Richmond history. He has been inducted into three athletic Hall of Fames, Aquinas Institute, NYS Section V and the University of Richmond. He is a frequent keynote speaker with a number of speaking engagements stressing his lifelong message, "If the opportunity comes take it, if it doesn't come make it".
Bob is a graduate of the University of Richmond where he received his Bachelor of Arts majoring in Economics. He serves on many different community boards and is the President and Chairman of the Board for Camp Good Days & Special Times, Inc. Bob received a prestigious “Community Inspiration Award” recently for his charitable support and philanthropy. Bob is a member of the prestigious Million Dollar Round Table's* "Court of the Table" and has received numerous awards and recognition from both the Life Insurance and Securities industries.
Bob lives in Victor, NY with his wife Diane and his four sons, Cash, Luke, Clay and Jack.
*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit https://www.mdrt.org/.
Charles A. Constantino II
Private Wealth Advisor
Chuck is a member of the Montage Wealth Management team. He works with high net worth individuals, private and public companies in the areas of benefit planning, retirement programs, estate planning and wealth management services. Chuck holds licenses for life, accident and health insurance, stock, bond and mutual fund trading. He can provide employee benefits, group insurance, annuities and disability income insurance. Chuck is also a licensed registered representative and investment advisor representative of Commonwealth Financial Network.
Chuck is a graduate of St. John Fisher College where he earned his B.S. in management/finance with a minor in accounting. Prior to his 16 years in the financial services field, Chuck spent over 25 years in the restaurant and hospitality industry. Additionally he served as a consultant to a number of restaurant chain concepts in the areas of logistics management and P.O.S. implementation.
Chuck has been active with many different community programs including the Leukemia and Lymphoma Society, Boy Scouts of America, Mendon Center Elementary School Volunteers, Pittsford Little League, Pittsford Panthers Youth Football and the Rochester Area Foundation.