Our Team

The Chemung Canal Team:

Wealth Management Built Around You

At Chemung Canal, we know that wealth management isn’t one-size-fits-all. That’s why we offer a customized approach, providing the level of service that fits your financial needs—whether you require targeted advice or a more comprehensive, concierge-style experience.

From strategic financial planning to enhanced portfolio management, our team is here to help you plan, grow, and protect your wealth with confidence. Whatever your financial goals, we’re ready to guide you every step of the way.

Management & Business Development Team

Thomas W. Wirth, CFA

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

Mark Lasch, CTFA

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

J. Edmond Morton, IV, CTFA

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

Patrick T. Ward

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

Investment Services Team

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

Michael D. Blatt, CFA, CMT

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

Joseph J. Tascone

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

Kevin W. Brimmer

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

Retirement Services Team

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

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

Nathan Gage, AIF®, QKA, QKC

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

Sara Soprano, QKA®, QKS™

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

Lauren Zell, CPC, QPA, CEBS

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

Hal D. Coghill, RICP®, CLTC®, AIF®, CIS II

Relationship Manager
Division : Retirement Services
Phone : (607) 857-6468

Stephanie Martelli, QPA, QKC, QKA®

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

Julie M. Wolak, QPA, QKC, QKA®, TGPC

Sr. Retirement Plan Manager
Division : Retirement Services

Trust & Estate Administration Team

Catherine B. Crandall

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

Michael L. Hart, CTFA

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

Gregory Stewart

Vice President / Sr. Relationship Manager
Division: Trust & Estate Administration
Phone: (607) 771-6870

Austin Farrell

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

Andrea McClure

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

Connie Sibrava

Asst. Vice President / Relationship Manager
Division: Trust & Estate Administration
Phone: (607) 771-6532

Heidi Wahl, CFP

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

Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not Guaranteed by any Government Agency, Not a Bank Deposit

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Our Team

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Menu

Our Team

Why CCTC

Business

Personal

Wealth

Education

Support

Get Mobile App

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