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]
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]
James D. Brown
Vice President and Investment Officer
(518) 587-0340 (Saratoga Springs)
(518) 742-2309 (Glens Falls)
(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 Portolio Management
(518) 437-4126
[email protected]
E
Catherine G. Errington, CTFA
Vice President and Trust Officer
(716) 491-8521
[email protected]
Kenneth J. Entenmann, CFA®
Senior Vice President,
Chief Investment Officer & Chief Economist
(315) 475-5891
[email protected]
F
Scott E. Fiedler, CRPP™, AIF®, CFP®
Vice President and Investment Officer
(607) 373-0112 (Mobile)
(607) 337-6386
[email protected]
G
Kimberly J. Gallo, Esq., CFP®
Trust Officer
(518) 313-9950
[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]
K
William J. Kunda
Vice President and Investment Officer
(315) 475-1960
[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 Business Development
(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]
