American Portfolios Team APFS logo

American Portfolios Team APFS Employee Directory

Financial ServicesNew York, United States11-50 Employees

American Portfolios Team APFS operates in the financial services sector, offering a coordinated suite of investment guidance, employee benefits, payroll platforms, and HRIS solutions designed to be integrated behind the scenes for a seamless client experience. The firm emphasizes custom wealth management, group insurance, and retirement planning, along with payroll and time & attendance services, positioned to support organizations with complex portfolios of products.
Based in Rochester, New York, the locally owned firm serves a business and individual client base with a focus on combining disparate service areas under one roof to simplify administration and alignment with clients’ goals. The organization presents itself as a collaborative team—Team AFPS—that aims to deliver a cohesive approach across its offerings while operating within the broader financial services landscape.

Find American Portfolios Team APFS employees' phone numbers or email addresses

American Portfolios Team APFS Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

American Portfolios Team APFS's Leadership

  • Stylized image of a person
    D. C.
    Vice President Of Sales
    Phone icon
  • Stylized image of a person
    K. C.
    Director Of It And Marketing
    Phone icon
  • Stylized image of a person
    K. W.
    Account Manager
    Phone icon
  • Stylized image of a person
    L. B.
    Senior Benefits Consultant
    Phone icon
  • Stylized image of a person
    T. C.
    Senior Benefits Consultant
    Phone icon
  • Stylized image of a person
    M. S.
    Hr Coordinator
    Phone icon
  • Stylized image of a person
    A. G.
    Asset Management Coordinator
    Phone icon
  • Stylized image of a person
    A. A.
    Phone icon

American Portfolios Team APFS Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Human Resources
  • Sales
  • Accounting
  • Administrative
  • Other

Contact profiles from American Portfolios Team APFS

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. C.
    Vice President Of Sales
    Phone icon
    United StatesNew York
    Jan 30, 2024
  • Stylized image of a person
    K. C.
    Director Of It And Marketing
    Phone icon
    UNITED STATES
    Jul 18, 2025
  • Stylized image of a person
    K. W.
    Account Manager
    Phone icon
    United StatesNew York
    May 28, 2026
  • Stylized image of a person
    L. B.
    Senior Benefits Consultant
    Phone icon
    UNITED STATES
    Oct 16, 2024
  • Stylized image of a person
    T. C.
    Senior Benefits Consultant
    Phone icon
    United StatesNew York
    Jan 30, 2024
  • Stylized image of a person
    M. S.
    Hr Coordinator
    Phone icon
    United StatesNew York
    May 28, 2026
  • Stylized image of a person
    A. G.
    Asset Management Coordinator
    Phone icon
    UNITED STATES
    Apr 06, 2023
  • Stylized image of a person
    A. A.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    D. C.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    E. G.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is American Portfolios Team APFS known for?

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American Portfolios Team APFS was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore American Portfolios Team APFS's company overview page for more information.

What is American Portfolios Team APFS's most common email format?

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American Portfolios Team APFS employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more American Portfolios Team APFS email formats with LeadIQ.

How many employees does American Portfolios Team APFS have currently?

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American Portfolios Team APFS has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are American Portfolios Team APFS's key employees and leadership?

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As of July 2026, American Portfolios Team APFS's key employees include:

  • Vice President Of Sales: D. C.
  • Director Of It And Marketing: K. C.
  • Account Manager: K. W.
  • Senior Benefits Consultant: L. B.
  • Senior Benefits Consultant: T. C.

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