Wealth Management Directory

Visit our Regional Wealth Directory to easily locate consultants in your area.

A

Bradford A. Adams, AFIM TM
Vice President and Investment Officer Manager
(315) 475-6700
badams@nbtbank.com

Jennifer Anderson
Trust Administrator I
(860) 453-3399
Jennifer.Anderson@nbtbank.com

Russell Antonacci
Vice President and Trust Investment Officer
(518) 416-7097 (Mobile)
(518) 437-4110
Russell.Antonacci@nbtbank.com

Back to Top

B

Janet T. Boddie
Assistant Vice President and Trust Officer
(716) 491-9375
jboddie@nbtbank.com

Matthew F. Boland, CRPP
Assistant Vice President and Retirement Plan Administrator
(607) 337-6213
mboland@nbtbank.com

Maurice Bowerman, CTFA
Vice President and Senior Trust Administrator
(860) 453-3396
Maurice.Bowerman@nbtbank.com

Steven Brandfield
Vice President and Senior Institutional Sales Consultant
(860) 453-3395
Steven.Brandfield@nbtbank.com

James D. Brown
Vice President and Investment Officer
(518) 587-0340
(518) 596-5697 (Mobile)
jbrown2@nbtbank.com

Back to Top

C

Andrew W. Coates, AIF®
Investment Officer
(607) 337-8722 (Mobile)
(607) 337-6386
acoates@nbtbank.com

Douglas J. Coggins, CRPP, AIF®, PPC®
Senior Vice President and Director of Fiduciary Services and Administration
(607) 337-6270
dcoggins@nbtbank.com

Rosemaria Z. Cole
Vice President and Personal Trust Manager
(607) 337-6192
rcole@nbtbank.com

Back to Top

D

Annmarie Deitrich, CFA®
Vice President and Investment Officer
(802) 318-9134
adeitrich@nbtbank.com

Michael Durand, CIMA®
Senior Vice President,
Director, Institutional Portfolio Management

(518) 437-4126
mdurand@nbtbank.com

Back to Top

E

Kenneth J. Entenmann, CFA®
Senior Vice President,
Chief Investment Officer & Chief Economist

(315) 475-5891
kentenmann@nbtbank.com

Catherine G. Errington, CTFA
Vice President and Trust Officer
(716) 491-8521
cerrington@nbtbank.com

Steven Essex, CFP, CTFA
Senior Vice President and
New England Trust Executive

(860) 453-3390
Steven.Essex@nbtbank.com

Back to Top

F

Scott E. Fiedler, CRPP, AIF®, CFP®
Vice President and Investment Officer
(607) 373-0112 (Mobile)
(607) 337-6386
sfiedler@nbtbank.com

Back to Top

G

Lisa Gilpatric
Trust Administrator I
(860) 453-3400
Lisa.Gilpatric@nbtbank.com

Sheila E. Grant JD
Vice President and Sr. Retirement Plan Administrator
(518) 745-5203
sgrant@nbtbank.com

Back to Top

H

Beth A. Hajeck
Vice President and Retirement Plan Services Manager
(518) 742-2305
bhajeck@nbtbank.com

Aiden P. Hannan, AIF®, CFP®
Vice President and Investment Officer Manager
(607) 337-6340
ahannan@nbtbank.com

Sonja L. Hanselman, CRPP
Vice President and Sr. Retirement Plan Administrator
(607) 337-6087
shanselman@nbtbank.com

Back to Top

M

Ruth H. Mahoney
Executive Vice President and
President of Wealth Management

(518) 437-4129
rmahoney@nbtbank.com

Theresa Main
Trust Administrator I
(607) 797-5627
tmain@nbtbank.com

Charles P. Mathews, CFA®
Senior Wealth Management Consultant
(603) 731-5813 Mobile
(603) 263-1413
cmathews@nbtbank.com

Timothy P. McKown, CFA®, AIF®
Vice President and Investment Research Manager
(607) 337-6457
tmckown@nbtbank.com

Back to Top

O

Mickey S. Orta, CTFA
Senior Vice President and Director of Financial Services
(518) 745-5270
morta@nbtbank.com

Back to Top

P

Mark A. Prian, CFP®, CTFA
Vice President and Sr. Institutional Wealth Management Consultant
(518) 225-5945 (Mobile)
(518) 915-6332
mprian@nbtbank.com

Back to Top

S

Mary Ann Scheer
Assistant Vice President and Trust Officer
(607) 337-6193
mscheer@nbtbank.com

Barry E. Shay, CTFA
Vice President and Trust Officer Manager
(315) 475-7595
bshay@nbtbank.com

Jason L. Shedd, CTFA
Assistant Vice President and Trust Officer
(607) 337-6951
jshedd@nbtbank.com

Megan L. Shields
Trust Officer
(315) 475-4462
mshields@nbtbank.com

John R. Stafford, CRPP
Vice President and Retirement Plan Services Manager
(607) 337-6452
jstafford@nbtbank.com

Dan Stanyon, CTFA
Vice President and Trust Officer
(413) 350-6024
Dan.Stanyon@nbtbank.com

Jean Stapf, CFIRS
Vice President and Client Services Manager
(860) 453-3397
Jean.Stapf@nbtbank.com

Back to Top

T

Bobbie Jo Towle
Trust Administrator I
(860) 453-3398
BobbieJo.Towle@nbtbank.com

Back to Top

W

Darilyn Woods
Vice President and Senior Trust Administrator
(860) 453-3394
Darilyn.Woods@nbtbank.com

Back to Top

NBT Bank Logo
NBT Bank - Please Upgrade Your Browser.

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.