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Our Team

  • Management & Business Development

  • Thomas W. Wirth, CFA

    Thomas W. Wirth, CFA

    Executive Vice President / Wealth Management Group Division Manager

    Division: Management & Business Development

    Phone: (607) 737-3822

    Contact Me See My Bio
  • J. Edmond Morton, IV, CTFA

    J. Edmond Morton, IV, CTFA

    Sr. Vice President / Regional Wealth Management Group Executive - Binghamton

    Division: Management & Business Development

    Phone: (607) 722-0406

    Contact Me See My Bio
  • Mark Lasch, CTFA

    Mark Lasch, CTFA

    Sr. Vice President / Regional Wealth Management Group Executive - Capital

    Division: Management & Business Development

    Phone: (518) 433-5834

    Contact Me See My Bio
  • Patrick T. Ward

    Patrick T. Ward

    Asst. Vice President / Prestige Relationship Manager

    Division: Management & Business Development

    Phone: (607) 737-3918

    Contact Me See My Bio
  • Investment Services

  • Michael D. Blatt, CFA

    Michael D. Blatt, CFA

    Vice President / Sr. Investment Officer

    Division: Investment Services

    Phone: (607) 735-4012

    Contact Me See My Bio
  • John E. Shea

    John E. Shea

    Vice President / Investment Officer

    Division: Investment Services

    Phone: (607) 771-6703

    Contact Me See My Bio
  • Joseph J. Tascone

    Joseph J. Tascone

    Sr. Vice President / Sr. Investment Officer

    Division: Investment Services

    Phone: (607) 735-2086

    Contact Me See My Bio
  • Retirement Services

  • Christopher K. Kelly, QPFC, QKA, CEBS

    Christopher K. Kelly, QPFC, QKA, CEBS

    Vice President / Retirement Services Manager

    Division: Retirement Services

    Phone: (607) 737-3717

    Contact Me See My Bio
  • Lauren Zell, CPC, QPA, CEBS

    Lauren Zell, CPC, QPA, CEBS

    Asst. Vice President / Sr. Retirement Plan Manager

    Division: Retirement Services

    Phone: (607) 737-3725

    Contact Me See My Bio
  • Michael C. Steffens, QKA

    Michael C. Steffens, QKA

    Retirement Plan Manager

    Division: Retirement Services

    Phone: (607) 735-4017

    Contact Me See My Bio
  • William D. Roe

    William D. Roe

    Retirement Services Specialist

    Division: Retirement Services

    Phone: (607) 735-2045

    Contact Me See My Bio
  • Trust & Estate Administration

  • Heidi Wahl, CFP

    Heidi Wahl, CFP

    Asst. Vice President / Relationship Manager

    Division: Trust & Estate Administration

    Phone: (607) 737-3829

    Contact Me See My Bio
  • Catherine B. Crandall

    Catherine B. Crandall

    Sr. Vice President / Sr. Trust Officer

    Division: Trust & Estate Administration

    Phone: (607) 737-3840

    Contact Me See My Bio
  • Michael L. Hart, CTFA

    Michael L. Hart, CTFA

    Asst. Vice President / Relationship Manager

    Division: Trust & Estate Administration

    Phone: (607) 737-3832

    Contact Me See My Bio
  • Devin E. Wandell, CTFA

    Devin E. Wandell, CTFA

    Asst. Treasurer / Associate Relationship Manager

    Division: Trust & Estate Administration

    Phone: (607) 737-3896

    Contact Me See My Bio
  • Andrea McClure

    Andrea McClure

    Asst. Vice President / Manager of Tax Services

    Division: Trust & Estate Administration

    Phone: (607) 735-4096

    Contact Me See My Bio
  • Gregory Stewart

    Gregory Stewart

    Vice President / Sr. Relationship Manager

    Division: Trust & Estate Administration

    Phone: (607) 771-6870

    Contact Me See My Bio