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
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
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
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
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
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
F
Scott E. Fiedler, CRPP™, AIF®, CFP®
Vice President and Investment Officer
(607) 373-0112 (Mobile)
(607) 337-6386
sfiedler@nbtbank.com
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
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
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
O
Mickey S. Orta, CTFA
Senior Vice President and Director of Financial Services
(518) 745-5270
morta@nbtbank.com
P
Mark A. Prian, CFP®, CTFA
Vice President and Sr. Institutional Wealth Management Consultant
(518) 225-5945 (Mobile)
(518) 915-6332
mprian@nbtbank.com
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
T
Bobbie Jo Towle
Trust Administrator I
(860) 453-3398
BobbieJo.Towle@nbtbank.com
W
Darilyn Woods
Vice President and Senior Trust Administrator
(860) 453-3394
Darilyn.Woods@nbtbank.com
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.