Roland Salmi
Associate Analyst
Roland is an Associate Analyst of Westminster Consulting where he is involved in
performance analysis, client projects, and Senior Consultant support.
Prior to joining Westminster Consulting, Roland held positions as a financial
advisor with Morgan Stanley Wealth Management, and a Junior Accountant at St.
Bonaventure University.
Roland earned his A.S. in Business Administration and B.S. in Psychology from
Elmira College. He then earned his M.B.A. from St. Bonaventure University. Roland
has achieved his Series 7 and 66 securities licenses.
[email protected]
800.237.0076
Jacob Button
Director of Software Development
Jacob joined Westminster Consulting in May 2008 and currently works as the
Software Project Developer for FCRC Apps, LLC, a Westminster Consulting
owned company. Jacob continually works to develop and improve eFiduciary.net,
a fiduciary governance tool for consultants and their investment fiduciary clients.
Jacob also created the Fiduciary Compliance Resource CenterSM, the software
program that Westminster uses to promote procedural prudence, consistent
documentation and collaboration among members and professionals.
[email protected]
800.237.0076
Daniel Ward
Operations Manager
Dan is currently the operations manager for Westminster Consulting.
Dan began his career at Westminster Financial in October 2004 as an administrative
assistant. Besides his responsibility as the operations manager, he oversees the firms
technology needs as well as managing the college intern program at Westminster.
A graduate of SUNY Geneseo, Dan studied B