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Terry Niles, CFP
Terry L. Niles established Niles Asset Management, Inc. in 1991. He has been a lifelong resident of Northern New York, and currently lives in Brushton, New York. Terry graduated from St. Lawrence University in Canton, New York in 1976. For the next 15 years, Terry worked for a commercial bank, during which time he was responsible for managing the institution’s investment portfolio. Terry is a Certified Financial Planner (CFP), with a broad background in fixed income and equity investments, income tax, estate planning, and asset/liability management. This equips him with the necessary expertise to offer qualified financial advice to both individuals and financial institutions.
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Ryan Niles, MBA
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Graham Niles
Graham T. Niles is a 2015 graduate of St. Lawrence University with a degree in economics. Graham joined Niles Asset Management in January of 2015. He is a Junior Executive Vice President and manages the Plattsburgh office, which is located at 65 Court Street. He has an extensive background in finance and asset liability management for financial institutions. His duties include daily oversight of investment and risk analysis for bank and credit union clients, as well as conducting research for the wealth management division. Graham is a native of the North Country and currently lives in Peru, New York.
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