Front Row: Carol Maloney, Joann Grieco and Mary McElligott. Second Row:
Bernie Salamone, Dave Mirsky, Julie Ketchum, Philippe Mabila and YingHui
Sun. Third Row: Jennifer Walzcak, Paul O'Keefe, George Walter, Gay Robbins
and Mike Strong.
David B. Mirsky, CPA/PFS, CFP®, CMA
Dave is the founder and President of Mirsky Financial Management Corp. (MFMC). Dave has over 30 years of experience in the industry. Dave has a strong public accounting, tax and finance background, which he draws upon when servicing his clients. Dave is keenly attuned to opportunities for his clients to generate and accumulate wealth, using a highly focused eye for detail and a methodical, thorough and analytical approach to financial analysis.
Dave takes great pride in MFMC’s client focused value proposition which is meant to provide unlimited financial services within its investment management structure. Although Dave is trained in Quantitative Analysis, he thoroughly understands that each client has a specific set of important issues and unique goals that require skills of thoughtful consideration weaving within the numbers.
Dave enjoys working with clients from various walks of life and shines when presented with complex tax and planning problems. Resolving these issues in a proactive and meaningful manner is what makes Dave and his clients love working together.
Dave is a native of Rochester, NY. He has two adult children and looks forward to playing with grandchildren in the decades ahead. He loves to coach youth baseball as a volunteer during the summer in between an occasional round of golf.
University of Rochester, Simon School MBA, Finance & Entrepreneurship
SUNY Albany, BS, Accounting/Economics
Certified Public Accountant - Personal Financial Specialist
Certified Financial Planner ™
Certified Management Accountant
Licensed Insurance Advisor, Broker License Series 7, 63 & 65
Bernard L. Salamone, ESQ, CPA, CFP®
Executive Vice President
Bernie serves as the Executive Vice President of Mirsky Financial Management Corp. (MFMC). His approach to financial planning is driven by over 25 years of experience as an Estate Planning Attorney and Certified Public Accountant. Once the “big picture” and the client objectives are understood, Bernie stands ready to help his clients achieve their goals through thoughtful implementation of a customized action plan. He focuses specifically on investment management and planning, with a concentration on income tax and estate planning and administration. Additionally, Bernie’s experience with elder law enables him to offer peace of mind for families facing long-term care decisions.
Prior to the inception of MFMC, Bernie built a solid foundation as an investment advisor with Tompkins Financial Advisors and Ensemble Financial Services. He is able to maintain strong relationships with his clients through his diligence and thorough expertise. Bernie excels at identifying critical issues affecting clients’ tax and financial planning matters.
Bernie resides in Penfield with his wife and two children. He is an avid soccer fan and tennis player and also serves on the Finance Committee at McQuaid Jesuit High School.
SUNY Buffalo, JD
University of Rochester, Simon School MBA, Finance & Accounting
University of Rochester, BA Economics, with distinction
Certified Public Accountant
Certified Financial Planner ™
FINRA Licensed Security Broker – Series 6 & 63
Mary F. McElligott,EA
Mary directs the Tax Department at Mirsky Financial Management Corp. and has been with the firm since its inception (approaching 20 years as Dave’s right hand). Mary possesses an extraordinary commitment level and work ethic as well as the desire to “go the extra mile” in order to make each financial experience a happy one for her clients. She manages the firm’s preparation of tax returns and tax planning process, responds to tax notices and represents clients during tax audits. Mary also conducts annual training of her staff of tax professionals. In addition, she provides financial planning support for services such as asset allocation studies and retirement analyses.
Mary grew up in Spencerport and is a current resident of Fairport with her husband Tim, two great children and several dogs. She spends most of her spare time participating in dog sports and cleaning up after them.
SUNY Fredonia, B.S. Accounting
Enrolled Agent (EA)
Michael T. Strong, MBA, CFS®
Investment Management Specialist
Mike Strong has been the Leader of our Investment Management and Research Team since 2011. Mike’s responsibilities include trading, investment research, portfolio monitoring, operations management, and consulting. Mike is also involved in the management, investment selection and oversight, and the education and client services for several corporate 401k plans.
Mike resides in Webster with his wife Theresa and their two young children. Mike enjoys playing golf in his spare time.
University of Rochester, Simon Graduate School MBA, Finance & Corporate Accounting
SUNY Brockport, BS, Psychology
Certified Fund Specialist – CFS®
FINRA Licensed Securities - Series 7 & 66
Licensed Insurance Advisor – Life, Accident & Health, Variable Life/Variable Annuities
Aspiring - Certified Investment Management Analyst – CIMA®
Bryan M. Gray, CPA
Tax & Financial Services Manager
Bryan joined Mirsky Financial Management Corp in 2016 as tax and financial services manager bringing a strong foundation in tax along with a passion for delivering client service. A dedicated learner, Bryan looks forward to furthering his interest in comprehensive financial planning with a focus on building tax efficient financial plans based on modern portfolio theory.
Bryan resides in Clifton Springs with his wife Shannon and their daughter. Outside of tax season, Bryan enjoys an active lifestyle and loves all things outdoors.
SUNY Brockport – B.S. Accounting - Magna Cum Laude
Certified Public Accountant
Aspiring Certified Financial Planner
Gregory P. Mulbury, MBA
Greg joined Mirsky Financial Management Corp. in 2016. He moved back to Rochester in 2015 after spending 15 years working in New York City on Wall Street. While Greg was in New York, he worked as an Institutional Equity Trader - where he traded equities and options for brokerage firms and hedge funds. He is a native of Western New York with deep family roots in the Rochester community. He enjoys playing golf and hockey as well as watching his nieces and nephews play soccer and lacrosse.
BS in Business from Miami University of Ohio
MBA in Finance & Corporate Accounting from University of Rochester
Simon Graduate School of Business
Carol M. Maloney
Carol joined the MFMC team in June 2015. Carol has worked in the financial industry for over 20 years in various positions. She is in charge of keeping the office running smoothly and managing the front office administrative staff. Carol is responsible for the research, implementation and maintenance of new software programs for the company – such as our Customer Relationship Management System (CRM), Client Portal and company website.
Carol lives in the town of Brighton with her husband Bill and their Labrador Retriever Holly. They enjoy spending time with their 5 children and 6 grandchildren as much as possible. They also enjoy vacationing at the shore.