The website of the Rochester, NY Chapter
of the American Association of Individual Investors (AAII)
Home | Financial Planning SIG | Breakfast Club SIG | AAII National Website

Welcome to the Home Page of the Rochester, NY Chapter
of the American Association of Individual Investors (AAII)

How to receive notices about our local activities:
Write to AAIIrochester@Gmail.com

AAII Rochester, New York Board Members
President Paul Gorman 585-381-5476 
Secretary Open This could be You!
Treasurer Laurence Dunham 585-586-6029
Program Chair Rowland Billy● 585-654-9258
Facilities Chair Jim Patterson jpatterson007@icloud.com
Webmaster Brett Templar


Breakfast Club SIG Jeff Fraser 585-482-3654 
Financial Planning SIG Diep Chu


Program Coordinator Laurence Dunham 585-586-6029
Program Coordinator Nick Chloros nick.chloros@gmail.com
Registrar Anthony Gingello 585-225-9131 
Historian Jeff Fraser 585-482-3654
●Past presidents

Your Rochester Chapter of AAII is off and running! Here is a list of upcoming events.

1)    Our next Breakfast Club meeting will be Monday, February 24th

2)    Financial Planning SIG next meeting: Tuesday, February 25 Program - SECURE Act discussion continues with Bill Monte, facilitator.


If you missed, "What you might have missed": Here it is....

What you might have missed as of 2/7/2020  

Here are some things you might have missed on our website: AAII Rochester Chapter

1.     On the Breakfast Club page there are links to the last Meeting Minutes & current Portfolio’s as well as some of the discussions that took place. Grab a copy off the Breakfast Club Discussion page from the Current Discussion link. Our next meeting will be Monday, February 24th. Also, Jim Peterson regaled us on the virtues of actually reading the AAII Journal that everyone receives every month. The Journal highlights all the stuff that is accessible on the main AAII website. If you haven’t spent time on that website, you are missing out on all the great stuff you have access too as a member of AAII.

2.     Portfolio 35 is led by Marvin Hoffman’s selection of Wrap Technology, up 33.2% closely followed by Gerald Fassell’s choice of Raytheon, up 31.7%  The whole portfolio is down -9.53% since July.  

3.     Our new portfolio 36 is also down -2.3% since its inception one week ago.

4.     The next Financial Planning SIG is on February 25th at 7pm and the topic will be

     SECURE Act Discussion" with Bill Monte and Dennis Waldron as facilitators. See the  

      web page for more detail.

5.     On our Main page is a link to an article titled: Ask Leo - What happens when I die?  

      This is a good discussion on how to handle passwords before you kick the bucket.

6.     On the Strategery Links page, there is a link to the latest Chaikin Analytics Blog. If

      you know of any other informational Blogs we can link to, let me know. pheasynews@gmail.com







Also, check out some interesting Blog posting's


Ask Leo - What happens when I die?

The Mission of the AAII Rochester Website is to:

Use the internet to provide effective knowledge about investing
Use the Internet to serve AAII Rochester's existing goals and objectives
Foster a sense of community among AAII Rochester members
Promote AAII Rochester membership
Promote AAII Rochester events and programs
Facilitate communication among AAII Rochester members
Publish news and information relating to AAII Rochester
Allow online membership registration

Features of the AAII Rochester Website

Upcoming programs and events
Member news
Sharing ideas and resources
Shadow Portfolios


Due to the response from the Chaikin Analytics presentation, our club was able to secure a special price for their annual subscription. If interested, email Brett at the address above for additional information.


Special invite to the Syracuse Chapter Subgroup mtg:

Did you know that there is another AAII Subgroup just up the road in Syracuse. Anyone is invited to attend their next meeting. Not sure the topic but I am sure it will be good….


Future Meeting Dates:

Tuesday, March 3, 2020  The March meeting is scheduled for 7:00PM to 8:30PM in the Sargent Meeting Room of the Liverpool Public Library.