Visit our Regional Wealth Directory to easily locate consultants in your area.
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
Bradford A. Adams, AFIM TM Vice President and Investment Officer Manager (315) 475-6700 [email protected]
Jennifer Anderson Trust Administrator I (860) 453-3399 [email protected]
Russell Antonacci Vice President and Trust Investment Officer (518) 416-7097 (Mobile) (518) 437-4110 [email protected]
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Janet T. Boddie Assistant Vice President and Trust Officer (716) 491-9375 [email protected]
Matthew F. Boland, CRPP™ Assistant Vice President and Retirement Plan Administrator (607) 337-6213 [email protected]
Maurice Bowerman, CTFA Vice President and Senior Trust Administrator (860) 453-3396 [email protected]
Steven Brandfield Vice President and Senior Institutional Sales Consultant (860) 453-3395 [email protected]
James D. Brown Vice President and Investment Officer (518) 587-0340 (518) 596-5697 (Mobile) [email protected]
Andrew W. Coates, AIF® Investment Officer (607) 337-8722 (Mobile) (607) 337-6386 [email protected]
Douglas J. Coggins, CRPP™, AIF®, PPC® Senior Vice President and Director of Fiduciary Services and Administration (607) 337-6270 [email protected]
Rosemaria Z. Cole Vice President and Personal Trust Manager (607) 337-6192 [email protected]
Annmarie Deitrich, CFA® Vice President and Investment Officer (802) 318-9134 [email protected]
Michael Durand, CIMA® Senior Vice President, Director, Institutional Portfolio Management (518) 437-4126 [email protected]
Kenneth J. Entenmann, CFA® Senior Vice President, Chief Investment Officer & Chief Economist (315) 475-5891 [email protected]
Catherine G. Errington, CTFA Vice President and Trust Officer (716) 491-8521 [email protected]
Steven Essex, CFP, CTFA Senior Vice President and New England Trust Executive (860) 453-3390 [email protected]
Scott E. Fiedler, CRPP™, AIF®, CFP® Vice President and Investment Officer (607) 373-0112 (Mobile) (607) 337-6386 [email protected]
Lisa Gilpatric Trust Administrator I (860) 453-3400 [email protected]
Sheila E. Grant JD Vice President and Sr. Retirement Plan Administrator (518) 745-5203 [email protected]
Beth A. Hajeck Vice President and Retirement Plan Services Manager (518) 742-2305 [email protected]
Aiden P. Hannan, AIF®, CFP® Vice President and Investment Officer Manager (607) 337-6340 [email protected]
Sonja L. Hanselman, CRPP™ Vice President and Sr. Retirement Plan Administrator (607) 337-6087 [email protected]
Ruth H. Mahoney Executive Vice President andPresident of Wealth Management (518) 437-4129 [email protected]
Theresa Main Trust Administrator I (607) 797-5627 [email protected]
Charles P. Mathews, CFA® Senior Wealth Management Consultant (603) 731-5813 Mobile (603) 263-1413 [email protected]
Timothy P. McKown, CFA®, AIF® Vice President and Investment Research Manager (607) 337-6457 [email protected]
Mickey S. Orta, CTFA Senior Vice President and Director of Financial Services (518) 745-5270 [email protected]
Mark A. Prian, CFP®, CTFA Vice President and Sr. Institutional Wealth Management Consultant (518) 225-5945 (Mobile) (518) 915-6332 [email protected]
Mary Ann Scheer Assistant Vice President and Trust Officer (607) 337-6193 [email protected]
Barry E. Shay, CTFA Vice President and Trust Officer Manager (315) 475-7595 [email protected]
Jason L. Shedd, CTFA Assistant Vice President and Trust Officer (607) 337-6951 [email protected]
Megan L. Shields Trust Officer (315) 475-4462 [email protected]
John R. Stafford, CRPP™ Vice President and Retirement Plan Services Manager (607) 337-6452 [email protected]
Dan Stanyon, CTFA Vice President and Trust Officer (413) 350-6024 [email protected]
Jean Stapf, CFIRS Vice President and Client Services Manager (860) 453-3397 [email protected]
Bobbie Jo Towle Trust Administrator I (860) 453-3398 [email protected]
Darilyn Woods Vice President and Senior Trust Administrator (860) 453-3394 [email protected]
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