Management & Business Development

Thomas W. Wirth, CFA
Executive Vice President
Wealth Management Group Division Manager

J. Edmond Morton, IV, CTFA
Senior Vice President
Regional Wealth Management Group Executive – Binghamton

Marci Cartwright
Vice President
Business Development Officer

Investment Services

Joseph J. Tascone
Senior Vice President
Senior Investment Officer

Michael D. Blatt, CFA
Vice President
Investment Officer

Michael S. Lares, CFP®
Vice President
Portfolio Manager

Retirement Services

Christopher K. Kelly, QPFC, QKA, CEBS
Vice President
Retirement Services Group Manager

Lauren Zell, CPC, QPA, CEBS
Senior Retirement Plan Manager

Laura Hartnett, ERPA, TGPA, QPA, QKA
Senior Retirement Plan Manager

Michael C. Steffens, QKA
Retirement Plan Manager

William D. Roe, CIS
Retirement Services Specialist

Trust & Estate Administration

Catherine B. Crandall, JD, CFP®, CTFA 
Senior Vice President
Senior Trust Officer

Gary K. Earley
Vice President
Senior Relationship Manager

Gregory Stewart
Vice President
Senior Relationship Manager

John Shea
Vice President
Relationship Manager

Michael L. Hart, CTFA
Assistant Vice President
Associate Relationship Manager

Lindsay Barrile, EA
Assistant Vice President
Associate Relationship Manager/Tax Manager

Devin E. Wandell, CTFA
Assistant Treasurer
Associate Relationship Manager

Andrea McClure
Manager of Tax Services

Brokerage & Financial Advisors

Sean Beliles, JD
Vice President
Program Manager, CFS Group

Joseph M. Cascio
Vice President
Financial Consultant

Jason Glowski
Financial Consultant

John W. Wagner
Financial Consultant

Heidi Wahl, CFP®
Financial Consultant

Justin Faulkner
Financial Consultant


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