Wealth Management Directory
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
A
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]
B
Janet T. Boddie
Assistant Vice President and Trust Officer
(716) 491-9375
[email protected]
Matthew F. Boland
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]
C
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]
D
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]
E
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]
F
Scott E. Fiedler, CRPP™, AIF®, CFP®
Vice President and Investment Officer
(607) 373-0112 (Mobile)
(607) 337-6386
[email protected]
G
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]
H
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]
M
Ruth H. Mahoney
Executive Vice President and
President 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]
O
Mickey S. Orta, CTFA
Senior Vice President and Director of Financial Services
(518) 745-5270
[email protected]
P
Mark A. Prian, CFP®, CTFA
Vice President and Sr. Institutional Wealth Management Consultant
(518) 225-5945 (Mobile)
(518) 915-6332
[email protected]
S
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]
Daniel Stanyon
Vice President and Senior Trust Administrator
(413) 350-6024
[email protected]
Jean Stapf, CFIRS
Vice President and Client Services Manager
(860) 453-3397
[email protected]
T
Bobbie Jo Towle
Trust Administrator I
(860) 453-3398
[email protected]
W
Darilyn Woods
Vice President and Senior Trust Administrator
(860) 453-3394
[email protected]

It appears that the version of Internet Explorer you are using to view this site is no longer supported by our website. At NBT Bank we value your security and strive to deliver the highest quality online experience. To ensure the best and most secure performance we recommend upgrading to the latest version of Microsoft Edge, Mozilla Firefox or Google Chrome.
Please visit Microsoft.com, Google.com, or Mozilla.org to download the current version(s).
If you have any questions or need any assistance please contact Customer Service at 1-800-NBT-BANK.