Birch Wealth Management Expands with New East Rochester Office and Team Growth
Rome, NY – Birch Wealth Management is pleased to announce the opening of its new office located at 349 W. Commercial Street, East Rochester, NY 14445, marking an important step in the firm’s continued growth across the region.
Along with the new location, Birch Wealth Management has expanded its team with the addition of Portfolio Manager Max Moore and Investment Analyst Omer Aktas, strengthening the firm’s investment and research capabilities as client demand continues to grow.
Max Moore joins Birch Wealth Management as a Portfolio Manager, bringing extensive experience in equity research and investment strategy. Most recently serving as an Assistant Vice President and Equity Research Senior Associate at Citigroup, Moore specialized in analyzing market trends, maintaining financial models, and delivering investment insights across multiple sectors. He holds dual bachelor’s degrees in Finance and Economics from the University of Massachusetts Amherst, graduating Magna Cum Laude, and has completed CFA Level II along with multiple FINRA licenses.
Omer Aktas joins the firm as an Investment Analyst. Currently pursuing a Bachelor of Science in Data Science at the University of Rochester, with minors in Finance and Mathematics, Aktas brings strong analytical and technical expertise in data modeling, financial analysis, and research. His experience includes data analytics work within financial services and clinical research environments, supporting data-driven decision making and
investment analysis.
The expansion reflects Birch Wealth Management’s commitment to delivering personalized wealth management services while continuing to invest in talent and innovation. The opening of our East Rochester office and the addition of Max and Omer represent an exciting next chapter for Birch Wealth Management as we continue to grow and better serve clients throughout the region, said Iris Buczkowski, CEO.
The new East Rochester office will serve as a hub for client meetings, investment planning, and continued regional expansion.
About Birch Wealth Management:
Birch Wealth Management provides comprehensive wealth management and investment advisory services designed to help individuals, families, and businesses pursue their long-term financial goals through personalized strategies and disciplined investment management.
