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Our Team

At NBT Wealth Management, our team is your team. Our offices are local, and we care for the people, businesses and families we serve. We bring together experience, resources and expertise, and focus it right here in the communities we call home. Contact one of our advisors today and see why, when we say we’re here for you, it counts.

Let’s start a conversation. Search by region below or view our complete NBT Wealth Management Directory to contact a member of our team.


Catherine G. Errington, CTFA
Vice President and Trust Officer
(716) 566-3032
cerrington@nbtbank.com

C. Adam Holtz, CTFA
Assistant Vice President and Trust Officer
(716) 566-3026
choltz@nbtbank.com

Starryl Jason
Assistant Vice President and Trust Administrator
(716) 566-3023
sjason@nbtbank.com

Karen A. Karam
Vice President and Trust Administration Center Manager
(716) 566-3030
kkaram@nbtbank.com

Marie A. Mancini
Trust Officer
(716) 566-3030
mmancini@nbtbank.com

Gerald R. Mowry
Assistant Vice President and Trust Administrator
(716) 566-3027
gmowry@nbtbank.com

Janet T. Thomas
Assistant Vice President and Trust Administrator
(716) 566-3033
jtthomas@nbtbank.com

Matthew F. Boland
Retirement Plan Administrator
(607) 336-6213
mboland@nbtbank.com

James D. Brown
Vice President and Investment Officer
(518) 587-0340 (Saratoga Springs)
(518) 742-2309 (Glens Falls)
(518) 596-5697 (Mobile)
jbrown2@nbtbank.com

Sheila E. Grant JD
Vice President and Sr. Retirement Plan Administrator
(518) 745-5203
sgrant@nbtbank.com

Beth A. Hajeck
Vice President and Retirement Plan Services Manager
(518) 742-2305
bhajeck@nbtbank.com

Aiden P. Hannan, AIF®, CFP®
Vice President and Investment Officer Manager
(607) 337-6340
ahannan@nbtbank.com

Sonja L. Hanselman, CRSP
Assistant Vice President and Sr. Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Timothy P. McKown, CFA®, AIF®
Vice President and Investment Research Manager
(607) 337-6457
tmckown@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Services Manager
(607) 337-6452
jstafford@nbtbank.com

Matthew F. Boland
Retirement Plan Administrator
(607) 336-6213
mboland@nbtbank.com

Sheila E. Grant JD
Vice President and Sr. Retirement Plan Administrator
(518) 745-5203
sgrant@nbtbank.com

Beth A. Hajeck
Vice President and Retirement Plan Services Manager
(518) 742-2305
bhajeck@nbtbank.com

Sonja L. Hanselman, CRSP
Assistant Vice President and Sr. Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Timothy P. McKown, CFA®, AIF®
Vice President and Investment Research Manager
(607) 337-6457
tmckown@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Services Manager
(607) 337-6452
jstafford@nbtbank.com

Matthew F. Boland
Retirement Plan Administrator
(607) 336-6213
mboland@nbtbank.com

James D. Brown
Vice President and Investment Officer
(518) 587-0340 (Saratoga Springs)
(518) 742-2309 (Glens Falls)
(518) 596-5697 (Mobile)
jbrown2@nbtbank.com

Sheila E. Grant JD
Vice President and Sr. Retirement Plan Administrator
(518) 745-5203
sgrant@nbtbank.com

Beth A. Hajeck
Vice President and Retirement Plan Services Manager
(518) 742-2305
bhajeck@nbtbank.com

Sonja L. Hanselman, CRSP
Assistant Vice President and Sr. Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Services Manager
(607) 337-6452
jstafford@nbtbank.com

Jessica R. Blake, CTFA
Trust Officer
(607) 797-3315
jblake@nbtbank.com

Matthew F. Boland
Retirement Plan Administrator
(607) 336-6213
mboland@nbtbank.com

Bradley S. Eaton
Vice President and Investment Officer
(607) 797-3774
beaton@nbtbank.com

Scott E. Fiedler, CRSP, AIF®, CFP®
Assistant Vice President and Investment Officer
(607) 373-0112 (Mobile)
(607) 337-6386
sfiedler@nbtbank.com

Sheila E. Grant JD
Vice President and Sr. Retirement Plan Administrator
(518) 745-5203
sgrant@nbtbank.com

Beth A. Hajeck
Vice President and Retirement Plan Services Manager
(518) 742-2305
bhajeck@nbtbank.com

Sonja L. Hanselman, CRSP
Assistant Vice President and Sr. Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Services Manager
(607) 337-6452
jstafford@nbtbank.com

Matthew F. Boland
Retirement Plan Administrator
(607) 336-6213
mboland@nbtbank.com

James D. Brown
Vice President and Investment Officer
(518) 587-0340 (Saratoga Springs)
(518) 742-2309 (Glens Falls)
(518) 596-5697 (Mobile)
jbrown2@nbtbank.com

Sheila E. Grant JD
Vice President and Sr. Retirement Plan Administrator
(518) 745-5203
sgrant@nbtbank.com

Beth A. Hajeck
Vice President and Retirement Plan Services Manager
(518) 742-2305
bhajeck@nbtbank.com

Sonja L. Hanselman, CRSP
Assistant Vice President and Sr. Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Services Manager
(607) 337-6452
jstafford@nbtbank.com

Matthew F. Boland
Retirement Plan Administrator
(607) 336-6213
mboland@nbtbank.com

Rosemaria Z. Cole
Vice President and Trust Officer
(607) 337-6192
rcole@nbtbank.com

Scott E. Fiedler, CRSP, AIF®, CFP®
Assistant Vice President and Investment Officer
(607) 373-0112 (Mobile)
(607) 337-6386
sfiedler@nbtbank.com

Sheila E. Grant JD
Vice President and Sr. Retirement Plan Administrator
(518) 745-5203
sgrant@nbtbank.com

Beth A. Hajeck
Vice President and Retirement Plan Services Manager
(518) 742-2305
bhajeck@nbtbank.com

Aiden P. Hannan, AIF®, CFP®
Vice President and Investment Officer Manager
(607) 337-6340
ahannan@nbtbank.com

Sonja L. Hanselman, CRSP
Assistant Vice President and Sr. Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Timothy P. McKown, CFA®, AIF®
Vice President and Investment Research Manager
(607) 337-6457
tmckown@nbtbank.com

Mary Ann Scheer
Assistant Vice President and Trust Officer
(607) 337-6193
mscheer@nbtbank.com

Jason L. Shedd
Trust Officer
(607) 337-6951
jshedd@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Services Manager
(607) 337-6452
jstafford@nbtbank.com

Kenneth O. Winans
Vice President and Investment Officer
(607) 337-6458
kwinans@nbtbank.com

Matthew F. Boland
Retirement Plan Administrator
(607) 336-6213
mboland@nbtbank.com

Sheila E. Grant JD
Vice President and Sr. Retirement Plan Administrator
(518) 745-5203
sgrant@nbtbank.com

Beth A. Hajeck
Vice President and Retirement Plan Services Manager
(518) 742-2305
bhajeck@nbtbank.com

Aiden P. Hannan, AIF®, CFP®
Vice President and Investment Officer Manager
(607) 337-6340
ahannan@nbtbank.com

Sonja L. Hanselman, CRSP
Assistant Vice President and Sr. Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Timothy P. McKown, CFA®, AIF®
Vice President and Investment Research Manager
(607) 337-6457
tmckown@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Services Manager
(607) 337-6452
jstafford@nbtbank.com

Bradford A. Adams, AFIM™
Vice President and Investment Officer Manager
(315) 475-6700
badams@nbtbank.com

Matthew F. Boland
Retirement Plan Administrator
(607) 336-6213
mboland@nbtbank.com

Sheila E. Grant JD
Vice President and Sr. Retirement Plan Administrator
(518) 745-5203
sgrant@nbtbank.com

Beth A. Hajeck
Vice President and Retirement Plan Services Manager
(518) 742-2305
bhajeck@nbtbank.com

Sonja L. Hanselman, CRSP
Assistant Vice President and Sr. Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

William J. Kunda
Vice President and Investment Officer
(315) 475-1960
wkunda@nbtbank.com

Barry E. Shay, CTFA
Vice President and Trust Officer Manager
(315) 475-7595
bshay@nbtbank.com

Megan L. Shields
Trust Officer
(315) 475-4462
mshields@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Services Manager
(607) 337-6452
jstafford@nbtbank.com

Matthew F. Boland
Retirement Plan Administrator
(607) 336-6213
mboland@nbtbank.com

Sheila E. Grant JD
Vice President and Sr. Retirement Plan Administrator
(518) 745-5203
sgrant@nbtbank.com

Beth A. Hajeck
Vice President and Retirement Plan Services Manager
(518) 742-2305
bhajeck@nbtbank.com

Aiden P. Hannan, AIF®, CFP®
Vice President and Investment Officer Manager
(607) 337-6340
ahannan@nbtbank.com

Sonja L. Hanselman, CRSP
Assistant Vice President and Sr. Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Services Manager
(607) 337-6452
jstafford@nbtbank.com

Matthew F. Boland
Retirement Plan Administrator
(607) 336-6213
mboland@nbtbank.com

Annmarie Deitrich, CFA®
Vice President and Investment Officer
(802) 318-9134
adeitrich@nbtbank.com

Sheila E. Grant JD
Vice President and Sr. Retirement Plan Administrator
(518) 745-5203
sgrant@nbtbank.com

Beth A. Hajeck
Vice President and Retirement Plan Services Manager
(518) 742-2305
bhajeck@nbtbank.com

Sonja L. Hanselman, CRSP
Assistant Vice President and Sr. Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Shannon Leclair
Trust Officer
(802) 318-9140
sleclair@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Services Manager
(607) 337-6452
jstafford@nbtbank.com

Matthew F. Boland
Retirement Plan Administrator
(607) 336-6213
mboland@nbtbank.com

Annmarie Deitrich, CFA®
Vice President and Investment Officer
(802) 318-9134
adeitrich@nbtbank.com

Sheila E. Grant JD
Vice President and Sr. Retirement Plan Administrator
(518) 745-5203
sgrant@nbtbank.com

Beth A. Hajeck
Vice President and Retirement Plan Services Manager
(518) 742-2305
bhajeck@nbtbank.com

Sonja L. Hanselman, CRSP
Assistant Vice President and Sr. Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Shannon Leclair
Trust Officer
(802) 318-9140
sleclair@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Services Manager
(607) 337-6452
jstafford@nbtbank.com

Matthew F. Boland
Retirement Plan Administrator
(607) 336-6213
mboland@nbtbank.com

Annmarie Deitrich, CFA®
Vice President and Investment Officer
(802) 318-9134
adeitrich@nbtbank.com

Sheila E. Grant JD
Vice President and Sr. Retirement Plan Administrator
(518) 745-5203
sgrant@nbtbank.com

Beth A. Hajeck
Vice President and Retirement Plan Services Manager
(518) 742-2305
bhajeck@nbtbank.com

Sonja L. Hanselman, CRSP
Assistant Vice President and Sr. Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Shannon Leclair
Trust Officer
(802) 318-9140
sleclair@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Services Manager
(607) 337-6452
jstafford@nbtbank.com

Jessica R. Blake, CTFA
Trust Officer
(607) 797-3315
jblake@nbtbank.com

Matthew F. Boland
Retirement Plan Administrator
(607) 336-6213
mboland@nbtbank.com

Bradley S. Eaton
Vice President and Investment Officer
(607) 797-3774
beaton@nbtbank.com

Sheila E. Grant JD
Vice President and Sr. Retirement Plan Administrator
(518) 745-5203
sgrant@nbtbank.com

Beth A. Hajeck
Vice President and Retirement Plan Services Manager
(518) 742-2305
bhajeck@nbtbank.com

Sonja L. Hanselman, CRSP
Assistant Vice President and Sr. Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Services Manager
(607) 337-6452
jstafford@nbtbank.com

Matthew F. Boland
Retirement Plan Administrator
(607) 336-6213
mboland@nbtbank.com

Annmarie Deitrich, CFA®
Vice President and Investment Officer
(802) 318-9134
adeitrich@nbtbank.com

Sheila E. Grant JD
Vice President and Sr. Retirement Plan Administrator
(518) 745-5203
sgrant@nbtbank.com

Beth A. Hajeck
Vice President and Retirement Plan Services Manager
(518) 742-2305
bhajeck@nbtbank.com

Sonja L. Hanselman, CRSP
Assistant Vice President and Sr. Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Peter F. Kain, CRSP
Vice President and Senior Retirement Plan Administrator
(607) 337-6172
pkain@nbtbank.com

Shannon Leclair
Trust Officer
(802) 318-9140
sleclair@nbtbank.com

John R. Stafford, CRSP
Vice President and Retirement Plan Services Manager
(607) 337-6452
jstafford@nbtbank.com

Tim Brenner

Timothy L. Brenner
Executive Vice President and
President of Wealth Management

(607) 337-6113
tbrenner@nbtbank.com

Ken Entenmann

Kenneth J. Entenmann, CFA®
Senior Vice President and
Chief Investment Officer

(315) 475-5891
kentenmann@nbtbank.com

Tim Handy

Timothy J. Handy
Senior Vice President and
Chief Trust Officer

(607) 337-6191
thandy@nbtbank.com

Douglas Coggins

Douglas J. Coggins, CRSP
Senior Vice President and
Fiduciary Services Manager

(607) 337-6270
dcoggins@nbtbank.com

Brian Page

Brian J. Page
Senior Vice President and
Wealth Management Controller

(607) 337-6258
bpage@nbtbank.com

Mickey S. Orta

Mickey S. Orta, CTFA
Senior Vice President and
Director of Business Development

(518) 745-5270
morta@nbtbank.com

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