Join NBT Private Bank for an invitation-only evening of cocktails, dinner and meaningful conversation designed exclusively for Slocum Dickson physicians. Whether you're focused on preserving wealth, planning for retirement, or navigating today's evolving economic landscape, this event is designed to help you gain clarity, confidence and personalized guidance for your financial future.
Thursday, October 15, 2026 | 5:30 p.m. - 8:00 p.m.
Ocean Blue Restaurant & Oyster Bar
118 Columbia St. | Utica, NY 13502
RSVP by October 7
Richard Schoepke®Chief Trust Officer
Richard oversees all personal trust and fiduciary services for NBT’s Personal Trust business, helping clients preserve and protect their wealth, provide for future generations and gain peace of mind through personalized planning solutions. He brings extensive experience in estate and trust administration, working closely with clients to simplify complex financial matters, safeguard assets and create customized strategies that help them achieve their long-term goals.
Meet specialists from NBT Private Banking, Wealth Management and Trust Services who understand the unique financial considerations physicians face. Learn how a coordinated approach can help simplify your financial life while supporting both your personal and long-term goals.
David Manzelmann
Regional President
Mary Ann Hallak-Serwatka
Senior Commercial Banking Relationship Manager
DeForest Hinman
Investment Officer
Aiden Hannan
Michael Pujia
Private Banking Relationship Manager
Relax with cocktails and dinner while networking with fellow physicians and NBT's financial professionals. We believe meaningful financial conversations happen best in a comfortable setting surrounded by people who understand your goals and priorities.
RSVP today and be part of a conversation that gives you context and confidence.
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