NBT Private Bank

Your Goals. Our Guidance.

Private Bank

NBT Private Bank

Reach higher with an elevated banking experience.

Discover expert advisement and a curated selection of exclusive products and services.

Our Program

You’ve worked hard to get where you are today. Now, let us help you manage the results of your efforts with NBT Private Bank Program. We provide you with a single, dedicated point of contact to facilitate all your banking, wealth management, and insurance needs. We get to know your financial objectives and provide you with a holistic approach to meeting your goals.

Who Benefits

This program focuses on custom, expanded solutions for high-net worth individuals with a minimum of $500,000 Assets Under Management (AUM) with NBT to make banking easier, vision oriented, and more consultative.

  • High-net worth individuals and families
  • Minimum investable assets of $500,000
  • C-Suite executives, physicians, business owners, and more

Let us help you realize your financial vision.

Ruth Mahoney

Ruth Mahoney

President of Wealth Management

April J. Ulrich

Private Bank Regional Executive
518-416-5197 | [email protected]

Christina Blanchard

Private Bank Relationship Associate
518-934-1556 | [email protected]

YOUR GOALS. OUR GUIDANCE.

DEDICATED
single point of contact

CONCIERGE
level of service

CUSTOMIZED
programs

SPECIALIZED
products

EXPEDITED
loan services