Because your wealth management needs are like no other, we offer a style of service like no other. We know that each client requires a different level of service, and we’re committed to helping you achieve your financial objectives through personal strategic financial planning and enhanced portfolio management.
Whether your needs are more specific, or you’d prefer a concierge-style comprehensive wealth management approach, we’re here to help you secure and plan for your financial future.
Executive Vice President / Wealth Management Group Division Manager
Division: Management & Business Development
Phone: (607) 737-3822
Sr. Vice President / Regional Wealth Management Group Executive – Binghamton
Division: Management & Business Development
Phone: (607) 722-0406
Sr. Vice President / Regional Wealth Management Group Executive – Capital
Division: Management & Business Development
Phone: (518) 433-5834
Asst. Vice President / Prestige Relationship Manager
Division: Management & Business Development
Phone: (607) 735-4005
Assistant Vice President / Investment Officer
Division: Investment Services
Phone: (607) 737-3856
Vice President / Senior Investment Officer
Division: Investment Services
Phone: (518) 433-5822
Vice President / Senior Investment Officer
Division: Investment Services
Phone: (607) 735-2089
Vice President / Sr. Investment Officer
Division: Investment Services
Phone: (607) 735-4012
Chief Investment Officer
Division: Investment Services
Phone: (607) 735-2086
Sr. Vice President / Retirement Services Manager
Division: Retirement Services
Phone: (607) 737-3717
Asst. Vice President / Sr. Retirement Plan Manager
Division: Retirement Services
Phone: (518) 227-4487
Vice President / Retirement Plan Advisor
Division: Retirement Services
Phone: (607) 737-3826
Asst. Vice President / Retirement Plan Manager
Division: Retirement Services
Phone: (607) 735-4034
Sr. Retirement Plan Manager
Division : Retirement Services
Phone : (607) 742-5204
Asst. Vice President / Relationship Manager
Division: Trust & Estate Administration
Phone: (607) 737-3829
Sr. Vice President / Sr. Trust Officer
Division: Trust & Estate Administration
Phone: (607) 737-3840
Vice President / Sr. Relationship Manager
Division: Trust & Estate Administration
Phone: (607) 737-3832
Asst. Vice President / Relationship Manager
Division: Trust & Estate Administration
Phone: (607) 735-3858
Asst. Vice President / Manager of Tax Services
Division: Trust & Estate Administration
Phone: (607) 735-4096
Vice President / Sr. Relationship Manager
Division: Trust & Estate Administration
Phone: (607) 771-6870
Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not Guaranteed by any Government Agency, Not a Bank Deposit
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ABA Routing Transit #: 021301115
Toll-free: 800-836-3711