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Our Team

The Canal Bank Team:
Here for You, Like No Other.

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.

Management & Business Development Team

Headshot of Thomas Wirth

Thomas W. Wirth, CFA

Executive Vice President / Wealth Management Group Division Manager
Division: Management & Business Development
Phone: (607) 737-3822

Headshot of Ed Morton

J. Edmond Morton, IV, CTFA

Sr. Vice President / Regional Wealth Management Group Executive – Binghamton
Division: Management & Business Development
Phone: (607) 722-0406

Headshot of Mark Lasch

Mark Lasch, CTFA

Sr. Vice President / Regional Wealth Management Group Executive – Capital
Division: Management & Business Development
Phone: (518) 433-5834

Headshot of Patrick Ward

Patrick T. Ward

Asst. Vice President / Prestige Relationship Manager
Division: Management & Business Development
Phone: (607) 735-4005

Investment Services TEAm

Kevin W. Brimmer

Assistant Vice President / Investment Officer
Division: Investment Services
Phone: (607) 737-3856

Headshot of Peter C

Peter Capozzola, CFA

Vice President / Senior Investment Officer
Division: Investment Services
Phone: (518) 433-5822

Shelby M. Fay, CFA, CFP®

Vice President / Senior Investment Officer
Division: Investment Services
Phone: (607) 735-2089

Headshot of Michael Blatt

Michael D. Blatt, CFA, CMT

Vice President / Sr. Investment Officer
Division: Investment Services
Phone: (607) 735-4012

Headshot of Joseph Tascone

Joseph J. Tascone

Chief Investment Officer
Division: Investment Services
Phone: (607) 735-2086

Retirement Services TEAm

Headshot of Christopher Kelly

Christopher K. Kelly, AIF®, QPFC, QKA, CEBS

Sr. Vice President / Retirement Services Manager
Division: Retirement Services
Phone: (607) 737-3717

Lauren Zell, CPC, QPA, CEBS

Asst. Vice President / Sr. Retirement Plan Manager
Division: Retirement Services
Phone: (518) 227-4487

Nathan Gage

Vice President / Retirement Plan Advisor
Division: Retirement Services
Phone: (607) 737-3826

Headshot of Sara Soprano

Sara Soprano, QKA

Asst. Vice President / Retirement Plan Manager
Division: Retirement Services
Phone: (607) 735-4034

Headshot of Stephanie Martelli

Stephanie Martelli, QPA, QKC, QKA®

Sr. Retirement Plan Manager
Division : Retirement Services
Phone : (607) 742-5204

Trust & Estate Administration Team

Headshot of Heidi Wahl

Heidi Wahl, CFP

Asst. Vice President / Relationship Manager
Division: Trust & Estate Administration
Phone: (607) 737-3829

Headshot of Catherine Crandall

Catherine B. Crandall

Sr. Vice President / Sr. Trust Officer
Division: Trust & Estate Administration
Phone: (607) 737-3840

Headshot of Michael Hart

Michael L. Hart, CTFA

Vice President / Sr. Relationship Manager
Division: Trust & Estate Administration
Phone: (607) 737-3832

Headshot of Austin Farrell

Austin Farrell

Asst. Vice President / Relationship Manager
Division: Trust & Estate Administration
Phone: (607) 735-3858

Headshot of Andrea McClure

Andrea McClure

Asst. Vice President / Manager of Tax Services
Division: Trust & Estate Administration
Phone: (607) 735-4096

Headshot of Gregory Stewart

Gregory Stewart

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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