Christopher Carosa
| Honorable Christopher Carosa | |
|---|---|
| Board Member of the Town of Mendon | |
|
In office January 1, 1992 – December 31, 1995 | |
| Personal details | |
| Born |
Christopher Carosa July 15, 1960 Buffalo, New York, USA |
| Spouse(s) | Betsy Kay Lundell (m. 1991) |
| Children |
daughter Cesidia Maria, daughter Catarina Lena, and son Peter Samuel |
| Residence | Mendon, New York |
| Education |
Yale University (B.S., Physics and Astronomy, 1982) University of Rochester (M.B.A., Finance and Marketing, 1991) |
| Occupation | Newspaper Publisher, Author, Journalist, Speaker, Investment Adviser |
| Website |
chriscarosa |
Christopher Carosa (born July 15, 1960) is an American author, journalist, and investment adviser. He is chief contributing editor of FiducaryNews.com,[1] the publisher of the Mendon-Honeoye Falls-Lima Sentinel,[2] and is a weekly and monthly columist for ALM's BenefitsPRO, an online news site, and Benefits Selling, a monthly print magazine.[3]
Early life
Christopher Carosa was born in Buffalo, New York, at Mercy Hospital, July 15, 1960, the first child of Patsy Dominic Carosa and Lena Butera.[4] His grandparents were native Italians, and played a large role in his approach to business and life.[5] His book, "A Pizza the Action", recounts how his family, both in the home and at their place of business, helped shape his outlook on life, as well as the lesson his grandparents shared about the business world.[5]
Education
Carosa attended elementary schools in the Frontier Central School District in Hamburg, New York, a southern suburb of Buffalo, until the family moved to Chili, New York, a suburb of Rochester. There he attended elementary, junior, and senior high school in the Gates Chili Central School District.[5] While attending high school, he played football, was captain of the Chess Team, and served as concert master of the orchestra. Carosa attended Yale University in 1978–1982, graduating with an B.S. (Intensive) in Physics and Astronomy.[6] During this time, he was the General Manager of the Yale Bulldogs men's ice hockey team, being persuaded by then-player and now the team's Head Coach, Keith Allain, and roommate Daniel Poliziani, who eventually became captain of the team and served one year as interim Head Coach of the Bulldogs.[6] Carosa was also a popular disc jockey and sports broadcaster on the college's AM Radio Station.[6] Carosa received an M.B.A. in Finance and Marketing from University of Rochester in 1991.[6]
Career
Chris Carosa's first job out of college was working for Manning & Napier Advisors, Inc. While there, he assisted in the creation of the firm's mutual funds, developed the firm's custodial operations division, and started their affiliated trust company.[7] In 1989, Carosa co-founded the Mendon-Honeoye Falls-Lima Sentinel with Shirley Arena and severed as co-publisher until he sold his shares to Arena in mid-1990s.[2] Using the proceeds of that sale, he left Manning & Napier to start Carosa, Stanton Asset Management LLC, a SEC Registered Investment Adviser, where he continues to serve as President.[2] In 1997, he created Bullfinch Fund, Inc., a family of no-load flexible mutual funds, where he continues to serve as Chairman of the Board, President, and Portfolio Manager, and in 2000, Carosa created Independent Fiduciary Consultants, a division of Carosa, Stanton Asset Management LLC the serves 401(k) plan sponsors.[8] Carosa started FiduciaryNews.com, an online trade journal/news site, in September 2009, where he continues to serve as Chief Contributing Editor.[1] In December 2015, Carosa reprised his role as publisher of the Mendon-Honeoye Falls-Lima Sentinel when his wife's publishing company, Pandamensional Solutions, Inc., acquired the paper.[2]
Published works
Carosa has authored five books. He often writes about his home-region, Greater Western New York, as well as financial advice.
- Due Diligence: The Individual Trustee's Guide to Selecting and Monitoring a Professional Investment Adviser, Christopher Carosa, ARDMAN Regional (1999), ISBN 0-9669745-0-6
- 401(k) Fiduciary Solutions: Expert Guidance for 401(k) Plan Sponsors on how to Effectively and Safely Manage Plan Compliance and Investments by Sharing the Fiduciary Burden with Experienced Professionals, Christopher Carosa, Pandamensional Solutions, Inc. (2012) ISBN 1-938465-00-8
- 50 Hidden Gems of Greater Western New York: A handbook for those too proud to believe "wide right" and "no goal" define us, Christopher Carosa, Pandamensional Solutions, Inc. (2012) ISBN 1-938465-01-6
- A Pizza The Action: Everything I Ever Learned About Business I Learned by Working in a Pizza Stand at the Erie County Fair, Christopher Carosa, Pandamensional Solutions, Inc. (2014) ISBN 1-938465-02-4
- Hey! What's My Number?: How to Improve The Odds You Will Retire in Comfort, Christopher Carosa, Pandamensional Solutions, Inc. (2014) ISBN 1-938465-03-2
References
- 1 2 "About FiduciaryNews.com & Chris Carosa". 2014 Pandamensional Solutions, Inc. Retrieved 2016-05-19.
- 1 2 3 4 "Mendon-Honeoye Falls-Lima Sentinel acquired". Rochester Business Journal. Rochester Business Journal. 2015-12-28. Retrieved 2016-05-19.
- ↑ "Chris Carosa | BenefitsPro". Retrieved 2016-05-19.
- ↑ "Christopher Carosa". Amazon.com. Amazon.com, Inc. Retrieved 2016-05-19.
- 1 2 3 Carosa, Christopher (2014). A Pizza the Action. Mendon, NY: Pandimensional Solutions, Inc.
- 1 2 3 4 "2009 Hall of Fame Inductees". Gates Chili Central School District. 2009. Retrieved 2016-05-19.
- ↑ "About the Author". heywhatsmynumber.com. Retrieved 2016-05-19.
- ↑ "Christopher Carosa, CTFA". www.independentfiduciaryconsultants.com. Retrieved 2016-05-19.