Megan Konieczny

Employer firm

Alesco Advisors, LLC, An Esl Company CRD 339091

$5.61B regulatory AUM 44 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 08/2018
  Coopervision
  Victor, NY
• 05/2019 → 08/2019
  Invesco
  Rochester, NY
• 08/2020 → 07/2022
  Bny Mellon
  Syracuse, NY
• 08/2022 → 08/2024
  Alesco Advisors Llc
  Pittsford, NY
• 05/2014 → 06/2018
  Cloud Docx
  Victor, NY
• 09/2018 → 04/2019
  Duquesne University
  Pittsburgh, PA
• 09/2019 → 06/2020
  Duquesne University
  Pittsburgh, PA
• 08/2024 → 11/2025
  Alesco Advisors Llc
  Pittsford, NY
• 11/2025 → Present
  Esl Newco I, Llc
  Pittsford, NY

Previous Registrations

• 2024-10-08 → 2026-01-30
  Alesco Advisors Llc
  Pittsford, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-08